HIPAA compliantPHI never touches public trackers

Every inquiry reaches the right office by morning

AudienceManager ingests each lead once, routes it by rule to the correct CRM or EHR, and activates hashed audiences for compliant advertising. Raw PHI never reaches the public web.

Each client gets a unique cloud installation used only for their account.

The shift

Manual handoffs are slow and put PHI at risk

Healthcare offices lose leads and expose patient data when routing runs on email threads and copy-paste.

The old way

  • ×Patient notes pasted through email and lead threads forwarded by hand, including night-shift copy-paste
  • ×Reporting dashboards that do not match what the CRMs actually received
  • ×Slow response while inquiries wait to reach the correct office
  • ×Privacy and HIPAA risk from patient information moving through email and public ad trackers
  • ×Missed follow-ups: abandoned carts, missed interviews, no consult, no estimate reply, no surgery scheduled

With AudienceManager

  • ✓Leads are ingested once and routed by ZIP, agency map, or client hub to the office that can take the call
  • ✓Dashboard numbers finally match what the CRMs received
  • ✓Every inbound inquiry lands in the right office CRM the same morning
  • ✓Hashed audience activation across ad networks without exposing raw PHI to the public web
  • ✓Automated triggers and queue retries catch inquiries that do not convert or reach the next step
100%of PHI views covered by roles, masking, encryption, and audit
15+ingest, CRM, EHR, and ad platform integrations
0raw PHI exposed to public-facing trackers

Capabilities

The modules already running in AudienceManager

One platform between every inbound inquiry and the office that can take it.

1.

Data ingestion

Webhooks, Jotform, CallTracking, Facebook Lead Ads, and client APIs land in one store.

2.

Rule-based allocation

ZIP, agency map, and client-hub assignment instead of forwarding threads.

3.

Automated triggers

Queue retries and event-driven CRM dispatch keep every lead moving.

4.

PHI masking

Names, emails, phones, and free-text care notes are masked unless the user has view-phi permission.

5.

Encryption and access control

Application-layer encryption on lead PHI fields, with roles, permissions, and super-admin boundaries. Public visitors cannot open reports or PHI screens.

6.

Tamper-proof audit trail

Report views, exports, API reads, and CRM dispatches are logged without storing extra PHI in the log.

7.

Hashed audience activation

Activate first-party or third-party data audiences on Google, PubMatic, Meta, and TikTok without leaking raw contact files.

Step by step

From inquiry to activation in four steps

A clear path from first step to measurable outcome.

1.

Ingest once

Webhooks, Facebook, Jotform, CallTracking, GHL, HubSpot, Keap, and client APIs feed a single store.

2.

Route by rule

ZIP codes, agency maps, and client hubs send each inquiry to the office that can take the call.

3.

Dispatch and report

Leads go to the CRM of record, such as WellSky, Welcome Home, GoHighLevel, HubSpot, Keap, AxisCare, or Salesforce, with a full audit trail.

4.

Activate safely

Hashed audiences run on Google, PubMatic, Meta, and TikTok while raw PHI stays off the public web.

Next step

Put every lead in the right hands

Get a unique cloud installation with a workflow designed for your organization.

Start on audiencemanager.app