by Mixed Media Ventures

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HIPPA Compliant Healthcare Practice Operations Efficiencies

HIPPA Compliant SalesPilot CRM for Medical Practice Operational Efficiencies, Sales, and Marketing!

Better Manage Your Patient Workflows, Appointments, Predictive Revenue, Reputation Management, and More with SalesPilot CRM for your Medical Practice.


We are a leading Software as a Service provider and Digital Marketing Agency providing HIPPA Compliant single point of contact tools to help you manage your business to maximize appointments, confirmations, reputation management, and document workflow.

HIPPA Compliant Data & Storage

We know it is difficult to manage a healthcare practice, remain compliant and grow your business simultaneously. By implementing automated and semi automated processes with SalesPilot CRM, we can help you to streamline operations, provide automated reminders to patients, request positive reviews automatically, and give you the tools to scale your business when you begin actively marketing for new patients.

Effective Communications to Stay In Front of Your Patients

Most organizations don’t understand the “outcome-based economy” and how often you need to stay in front of potential customers today to keep their attention. Consequently, they don’t onboard as many new patients. We know how to bridge the gap for you.

More Efficient Patient Onboarding, Communications, Sales and Marketing to Grow Your Practice

Most healthcare practices use some other appointment setting platform, CRM, etc. to run their business. However, some of them are dated, and lack today's contemporary solutions to manage incoming patient data, marketing and sales. With Sales Pilot CRM, you can communicate via text, voicemail drops, email, sales funnels, and more. We have everything integrated into one platform for you. While outside of other platforms you may utilize, the Sales Pilot CRM services are a perfect complement to managing your practice and building your new patient appointments at scale.

Onboard New Patients Faster with HIPPA Secure Online Forms (Paper or Web based), and HIPPA Secure Data

SalesPilot CRM will help you get better results from your daily efforts. It will help you streamline operations for patients, manage your workflow, and predict better revenue models daily. Contact us here, to learn more.


We Help Solve the Problem of New Patients!

The best way to manage your patient onboarding is with the powerful features of SalesPilot CRM and our HIPPA Compliant Services. When you work with the SalesPilot CRM team, not only will you have a proven operational and communications tool, but one that is sales-driven as well. You get the knowledge of a team that understands onboarding processes, sales-driven features, and services that are automated to make generating stronger relationships with your patient clientele.

We create the automations and semi automated processes, marketing campaigns, reminders, and more to keep your patients in the loop about appointments scheduled with your staff or by themselves for you through SalesPilot CRM. If you market to other practices, hospitals, etc, we can help you build build you your sales funnels and help convert those prospective clients and more. We make generating new business opportunities, frictionless. The best part, is when you want to start marketing on Google Adwords or Facebook Advertising, etc, we can integrate them into SalesPilot so you have a single contact point to manage your incoming leads, and more.

Automated Communications for Roofer Lead Generation | Sales Pilot CRM

Automated Marketing Communications So You Can Focus on Your Business

Send automated text messages, emails, and voicemails to your leads. Increase your response rates and close more deals. Take the work off of your plate so you can focus on what’s important. Automated messaging campaigns keep you top of mind with your leads, increasing the chances that they’ll do business with you.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Connect with Prospective and Existing Patients

Collect customer information from website chat or Facebook messenger. Know where your patients are, and connect with them on the mediums that they utilize. Be more responsive and proactive with your Patients. Reduce the amount of time spent on data entry.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Better Landing Pages & Visuals to Convert to Patient Onboarding Providing a Frictionless Experience

We use a fast page builder for easy customization to build high converting custom landing pages, funnels, surveys, and forms to better communicate with your patients. Save time by building your marketing and customer service materials all in one place.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Patient Sales Conversion with In-Depth Reporting Data

You will have their own personalized dashboard to view campaign progress, revenue data, and more. Detailed patient conversion and reporting data will help them stay on top of your practice.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Automated Review Requests for Google Reviews

Boost your practices’ search engine rankings quickly and easily by automatically requesting Google Reviews. Increase patient retention, and generate new incoming patients faster with better and more reviews more often.

Keep up with the competition. Provide excellent customer service that sets you apart from the rest.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Automate Appointment Booking for Onboarding Patients and Updated Patient Form Data

Your patients will love the new way to book appointments! They can easily schedule their own sessions without having to wait for you. You'll never have any more wasted time slotting them in, either- just let us handle everything and get back on track with what's important: running your practice smoothly.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Staff-Access To View Data & Interact With Trial Members & Members

Stay connected to your company's data and patient leads, even when you're on the go. It doesn't matter if it is 2 pm or 8 pm because with a cloud-based system like this one there are 24/7 updates for businesses in any situation!

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Realtime Notifications and Intelligence

With our 24/7 live chat system, you and your staff can keep in touch with your patients and provide better customer service. Instant notifications will help the team stay on top of things that are happening right now so they know how best to support each patient’s needs or wants at any given time!

The new tool also helps businesses become more attentive towards your patients' messages without having employees constantly checking multiple platforms as well gets rid of manual updates which means less work for everyone involved - what could be better?

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Speak With New Potential

Patients Fast by

Activating ‘Force Call’

What if you could instantly connect with new patients by phone when their interest and need is highest? We can help you spend time on the phone with patients when the timing is best for them, spend less time following up for an appointment, and speed up your appointment setting process? Never miss another opportunity for a potential patient by using our quick-connect tool.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Access The ‘Dialer’ - Keep track of your call history if You Have a Front Desk Team Calling Patients for Confirmations

Keep a record of your phone calls so you can monitor their quality and make improvements. Be more productive with less time wasted on making worthless conversations, instead use it for important matters like improving patient experience by providing them the best service possible!

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

”Smart” Semi-Automated Patient Sales Pipelines So You Know What Your Revenue Looks Like

With the help of a simple dashboard, you can stay on top and in control. Know where your patients are throughout their appointment pipeline to ensure that they’re being reached at just about every stage with best practices for conversion-friendly contact information plus feedback from patients who have already been speaking volumes!

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Private Portals to Create Your Own Online Coaching & Training or Provide Private Data

Need to train your employees or train your patients on an important topic of concern to them? Your patients will love you for providing them with the most current information on whatever medical topics you want to provide them with via their own private portal. You can build your own training program and control how it's distributed and when.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Import and Build Patient Lists for Remarketing

With SalesPilot CRM, we work with you to quickly and easily import or migrate your patient data if required to the platform. We'll quickly build lists of patients for targeted marketing campaigns while keeping everything organized in one place and secure! Spend less time on tedious tasks such as list segmentation, marketing readiness, etc.

Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Text, Email & Voicemail Broadcasting

With our quick and easy-to-use messaging platform, you can send text messages, emails, voicemail drops, and more that will be seen or heard by your patients. Keep your customers informed about the latest news or products without having them search through emails one at a time! Provide them with special offers or updates. Showcase what's new within organizations easily brought together in an instant with just a click of a button.



Our Solution for Medical Practices with SalesPilot CRM are backed up by dedicated and professional team members to ensure you go to market quickly, efficiently, with best practices in mind. This allows us to maximize the number of patients, scheduled appointments, and communications.

Streamlined and Automated Communications

  • Unified Communications to streamline prospecting, selling, and closing new business via voice, SMS, and email.

  • Speak to a prospective patient seconds after they respond positively to communications so that you can speed the appointment process to get them in for diagnosis and billing.
Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures
Roofer Lead Generation | Sales Pilot CRM by Mixed Media Ventures

Tracking, Reporting, and Analytics

All the tracking, reporting, and analytics you require to ensure an efficient medical practice from patient appointment tracking and pipeline tracking to understanding the call history, and more.

Why Are We Doing This?

Jack Brandt

Hi, I'm Jack Brandt

"The Medical industry has become highly competitive, and innovation has been lacking, and it can be difficult to generate new patients and keep them coming back without spending an arm and a leg on marketing to them. SalesPilot CRM eliminates the heavy lifting involved with ad spend and brings you a program unlike any other built to support the patient onboarding and retention. You need returning and new patients in a contemporary medical practice that helps you grow and maintain revenue and practice you are looking to grow."

We created SalesPilot CRM to help medical practices and other business types grow and speed their time to new revenue while streamlining processes while doing so. If you're looking to add new revenue quickly to reach your financial targets this year, chat with us and see if this SalesPilot CRM is for you.


What is HIPPA?

HIPAA stands for the Health Insurance Portability And Accountability Act of 1996, which is a United States legislation by Bill Clinton that provides data privacy and security provisions for safeguarding the medical information of Patients.

SalesPilot CRM Compliance

In the relationship between Mixed Media Ventures and SalesPilot CRM and the Medical Practice (the Practice); the Practice is considered "the HIPAA covered entity" and SalesPilot CRM and the is considered "HIPAA Business Associates".

What is HIPPA Title 2

Also known as the Administrative Simplification provisions, Title II includes the following HIPAA compliance requirements:

  • National Provider Identifier Standard. Each healthcare entity, including individuals, employers, health plans and healthcare providers, must have a unique 10-digit national provider identifier number, or NPI.

  • Transactions and Code Sets Standard. Healthcare organizations must follow a standardized mechanism for electronic data interchange (EDI) in order to submit and process insurance claims.

  • HIPAA Privacy Rule. Officially known as the Standards for Privacy of Individually Identifiable Health Information, this rule establishes national standards to protect patient health information.

  • HIPAA Security Rule. The Security Standards for the Protection of Electronic Protected Health Information sets standards for patient data security.

  • HIPAA Enforcement Rule. This rule establishes guidelines for investigations into HIPAA compliance violations.

The two requirements that apply to the relationship between HighLevel, a customer Agency, and the agency's client (the Practice) are the HIPAA Privacy Rule and the HIPPA Security Rule. The details of each of these rules can be found here:

Learn More About SalesPilot CRM Here!

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