Scaling access to male fertility care with LeadSqaured

Overcoming fragmented manual processes that held back growth

Founded in 2021, Posterity Health set out with a powerful mission to expand access to male fertility care and reduce the stigma surrounding men’s health. From day one, the organization offered telehealth-based services led by reproductive urology specialists.

As the practice grew, so did the demands on its operations. Initially, the team relied on an entry-level telehealth platform to manage daily workflows. While it met early needs, the system couldn’t scale with the business. It lacked the integration and workflow automation required for a growing, patient-focused practice.

When the team evaluated new EHR platforms, they found plenty of strong clinical features. But to support their fast-growing, access-focused approach, they needed more robust referral management.

With automation, outreach and engagement remained manual and inconsistent. Staff had to send messages and follow up one by one, which became unsustainable during patient surges and limited the conversion opportunities.

Kent Rodgers, Vice President Operations at Posterity Health explained, “We were expending a lot of human capital on outreach, and when the volume spiked, we would fail to do it consistently. The reliability of automation was something we desperately needed.”

This set the stage for Posterity Health to seek more integrated, automated solutions that could keep their growth on track.

Implementing scalable, integrated systems for better care

To address their challenges, Posterity Health implemented athenaOne as their comprehensive EHR platform, providing robust clinical and operational management. They integrated LeadSquared, a HIPAA-compliant CRM and marketing automation solution and athenahealth Marketplace partner, to enhance automation in referral and patient outreach workflows.

This powerful integration ensured seamless data flow between systems, allowing actions like appointments or patient updates in athenaOne to trigger timely, automated outreach via LeadSquared. This eliminated manual tasks and ensured no inquiry was missed, even during peak demand, and gave trackable workflows across email, text, and calls.

With clear dashboards and reporting, the team gained real-time visibility into performance and patient engagement, enabling better-informed decisions.

Posterity Health appreciated LeadSquared’s value compared to other options. Rodgers shared: “When you looked at LeadSquared versus Salesforce, the cost was 35–40% lower, the consulting resources were in-house, and the speed to value was faster. That made it easy for us to commit.”

Together, athenaOne and LeadSquared created a scalable, reliable solution that helped Posterity Health grow efficiently while improving patient care.

Driving efficiency, conversions, and revenue growth

The integration of athenaOne and LeadSquared has transformed both patient engagement and business performance for Posterity Health. They achieved an impressive 7X increase in revenue without adding staff to their team, showcasing remarkable efficiency gains. Conversion rates in the fertility channel also saw a big jump — from about 54–55% up to 76–78% — thanks to automated, consistent outreach that keeps every inquiry on track.

On the operational side, automation eliminated tedious tasks like one-by-one texting and manual data entry. This freed up staff to spend more time focused on patient care while reducing the chance for errors. Plus, with integrated data from athenahealth and LeadSquared, Posterity Health gained better ROI tracking. They can now analyze performance by service line, campaign, and geography, helping the team make smarter marketing decisions.

As Rodgers put it: “We’re doing seven times the revenue we were doing before LeadSquared with the same number of people, and our conversion rates improved by more than 20 points. That’s the power of automation and integration.”

See how digital solutions can make patient outreach easier and more effective

Explore the athenahealth Marketplace to find powerful integrations like LeadSquared that work seamlessly with athenaOne’s suite of telehealth, EHR, RCM, and patient engagement tools.

Let’s partner to simplify your workflows, boost patient engagement, and help you reach new levels of success.

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