CRM

How to Reveal Where Demand Gets Lost: Build Campaigns Backward from Care

// By Christine Blanchette and Lisa Bevere // Healthcare marketers often capture demand at the moment something in a person’s life creates a need for care. Learn how reverse engineering the patient journey can shed light on where patients and prospective patients drop out, and what you can do to increase their chances of successfully finding care.

Proving Marketing ROI Without Compromising Patient Privacy

Proving Marketing ROI

ROI & Performance Marketing Week Day 5 Session 1

Presented Sept, 18, 2026

Panelists:

  • Amanda Todorovich, FACHE, Executive Director of Digital Marketing, Cleveland Clinic
  • Jessica Holton, Co-Founder, Ours Privacy

Moderated by:

  • Kyle Hardner, Contributing Writer, Plain-English Health Care

You’ll learn:

  • How to measure marketing’s impact on patient acquisition and revenue without exposing PHI.
  • What a privacy-first data infrastructure looks like and how it can restore visibility into the patient journey.
  • Practical steps for aligning marketing, legal, and compliance around measurement

Todorovich-Holton

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From Data Silos to Marketing ROI: What Healthcare Marketers Can Measure Today

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ROI & Performance Marketing Week Day 4

Presented Sept, 17, 2026

Panelists:

  • Bill Balderaz, CEO and founder, Futurety
  • Shondria N. Covington, MBA, MS, AVP, Marketing and Digital Experience, Morehouse School of Medicine
  • Dan Lavelle, VP of System Marketing, Geisinger
  • Valerie Monet, Strategic Marketing Executive, Sutter Health

Moderated by:

  • Therese Lockemy, Founder and CEO, Inner Path Digital, L.L.C

Join us as our panelists explore how you can:

  • Connect campaigns and digital interactions more clearly to leads, appointments, patient acquisition, and business performance.
  • Determine what you can confidently measure today and where important gaps remain.
  • Identify when existing data is enough to take action and where stronger integrations or additional data can add value.
  • Revisit assumptions about privacy, EHR access, and technology requirements that may be holding measurement efforts back.
  • Make practical progress without waiting for a complete CRM, data infrastructure, or technology stack.
  • Understand how emerging discovery channels are changing traditional attribution models.
  • Explore how AEO, GEO, and AI are creating both new measurement opportunities and new gaps.
  • Use AI-assisted reporting and analysis to surface insights faster and support better marketing decisions.

Balderaz-Covington-Lavelle-Monet

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From Cost Center to Growth Engine: How CFOs and CMOs Agree on Marketing ROI

From Cost Center to Growth Engine

ROI & Performance Marketing Week Day 1 Opening Keynote

Presented September 14, 2026

Panelists:

  • Opeyemi Oluwole, SVP, Chief Marketing Officer, Hackensack Meridian Health
  • Jeremy Rogers, Vice President of Marketing and Digital Transformation, Beacon Health System
  • Ray Mina, CEO, Freshpaint

Moderated by:

  • Jane Weber Brubaker, Executive Editor, Plain-English Health Care

You’ll learn:

  • How marketing and finance teams are learning to speak the same language and align around the metrics that matter most.
  • How to establish verifiable marketing ROI.
  • How leading healthcare organizations move beyond channel metrics toward enterprise-wide accountability.
  • How privacy-first data strategies enable better measurement and stronger executive decision-making.
  • Where healthcare marketing measurement is headed, and what marketing leaders should prioritize over the next 12-24 months.

oluwole-rogers-mina

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Aligning CRM with Marketing Strategy: Building Stronger Partnerships and Better Results

Aligning CRM with Marketing Strategy

Presented August 26, 2026

Panelists:

  • Orla Seidel, Director, CRM & Digital Marketing, Atlantic Health
  • Rachel M. Totaro, MBA, Director, Digital Strategy, FMOL Health
  • Jerry Hobbs, President and co-founder, Prairie Dog
  • Laura Lee Jones, Founder and CEO, LionShare

Moderated by:

  • Therese Lockemy, Founder and CEO, Inner Path Digital, L.L.C

Join us as our panelists explore how you can:

  • Connect CRM priorities to broader marketing, brand, growth, and patient engagement goals.
  • Create shared goals across marketing, CRM, digital, data, IT, operations, and clinical teams.
  • Clarify roles, responsibilities, decision-making, and workflows across teams.
  • Identify high-value CRM use cases, including patient acquisition, retention, reactivation, audience profiling, and service line growth.
  • Use CRM insights to better understand patient populations, market opportunities, and campaign audiences.

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Focus on CRM: How Health Systems Build an Enterprise Strategy for Patient Engagement that Drives Measurable Business Impact

eHST-Focus-On-CRM-How-Health-Systems-Build-An-Enterprise-Strategy-box

CRM is becoming an enterprise capability that connects marketing strategy with patient needs. In this new report, we explore how health systems use CRM to support the patient journey. You’ll find valuable insights that will help you build a more connected CRM strategy that strengthens patient engagement and delivers strategic benefit for your organization.

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How AdventHealth Personalizes the Digital Experience Without Compromising Privacy

Carolina Anthony

Navigate to the AdventHealth website for the first time and you’ll find images and content that apply to any healthcare consumer. But the moment you click on a specific service line or blog, that experience starts to change. Learn how AdventHealth uses CRM to personalize the consumer journey without compromising HIPAA regulations.

From MarTech Sprawl to Strategy: How Atlantic Health and UNC Health Build a Connected Ecosystem

Jamie Mermelstein

Healthcare organizations have invested heavily in marketing technology, yet many marketing teams still struggle with disconnected systems, fragmented data, and growing pressure to demonstrate business value. Learn how healthcare organizations connect existing technology, data, and teams to provide the foundation for stronger governance, better patient experiences, and more meaningful measurement.

CRM and the Competitive Advantage of Privacy-First Personalization

world-class-care

// By Wendy Margolin // Navigate to the AdventHealth website for the first time and you’ll find images and content that apply to any healthcare consumer. But the moment you click on a specific service line or blog, that experience starts to change. Learn how AdventHealth uses CRM to personalize the consumer journey without compromising HIPAA regulations.

Building a Better Healthcare MarTech Ecosystem: How Healthcare Teams Move Beyond Stack Sprawl

Unlock-Health-Speakers-square

// By Therese Lockemy, MBA // Healthcare organizations have invested heavily in marketing technology, yet many marketing teams still struggle with disconnected systems, fragmented data, and growing pressure to demonstrate business value. Learn how healthcare organizations connect existing technology, data, and teams to provide the foundation for stronger governance, better patient experiences, and more meaningful measurement.

What Does It Take to Achieve Healthcare CRM Maturity Across the Enterprise?

Leaders from Emory Healthcare and HonorHealth, along with CRM experts from LionShare and Kelly Faley Consulting, share practical lessons on how healthcare organizations can personalize communications more thoughtfully, govern messaging across teams, and measure CRM performance in ways leaders understand.

What Does It Really Take to Make CRM Work Across the Healthcare Enterprise?

Laura Lee Jones- Founder/CEO of LionShare

Healthcare marketers are under increasing pressure to show results. At the same time, many organizations are still working through the operational, data, and governance issues that make CRM hard to scale effectively. Here, leaders share practical lessons on why CRM works best as an enterprise capability, not just a marketing tool.

Turning CRM into an Enterprise Growth Strategy, Part 1: Start With Strategy, Coordination

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// By Therese Lockemy, MBA // Healthcare marketers are under increasing pressure to show results. At the same time, many organizations are still working through the operational, data, and governance issues that make CRM hard to scale effectively. Here, leaders share practical lessons on why CRM works best as an enterprise capability, not just a marketing tool.

AI in Healthcare Marketing Week

A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

Presented December 8-12, 2025

Artificial intelligence is transforming every aspect of healthcare, but what does that really mean for marketing?

From predictive modeling to generative content, AI has the potential to reshape how health systems engage consumers, manage campaigns, and allocate resources. But for senior marketing leaders, the path forward isn’t about shiny new objects — it’s about strategy, structure, and scalability.

Join us for a full week of programming for marketing and digital leaders at hospitals, health systems, and other healthcare provider organizations.

Whether you’re building your first use case or shaping a system-wide roadmap, this virtual summit will help you move toward meaningful, mission-aligned implementation.

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AI and Data-Driven Transformation in Practice: Stories and Advice from Three Major Health Systems

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A virtual summit for healthcare marketers and digital strategists from eHealthcare Strategy & Trends

Presented December 10 at 2:30 p.m. Eastern

Panelists:

  • John Davey, Vice President Marketing Technology, Mount Sinai Health System
  • Tara Nooteboom, Director of Consumer Digital Strategy, UCI Health
  • Josefer Montes, Executive Director, Marketing & Branding, AdventHealth

Moderated by:

  • Micha Siegel, Director, Product Innovation and Strategy, BPD

You’ll Learn:

  • Examples of responsibly advancing AI data strategies while preserving brand trust and privacy
  • What’s next for personalization, media optimization, and predictive insights
  • What data governance looks like in an AI-powered environment
  • Why aligning data sources is key to AI success
  • How leading teams are using AI to turn fragmented systems into unified performance engines

day-3-session-2 Speakers

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Transforming Patient Acquisition with AI-Powered Conversation Intelligence

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Presented November 18, 2025

Discover how Emory Healthcare and University Hospitals connect the dots between digital touchpoints and phone conversations, creating seamless experiences that drive patient acquisition and retention.

Your Presenters:

  • Allyzon Zahorcak, Director, Performance Marketing, Emory Healthcare
  • Noah Brooks, Manager of Analytics & Strategy, University Hospitals
  • Lyndey Brock, Director of Account Management Health, Healthcare Vertical, Invoca

Moderated by:

  • Jane Weber Brubaker, Executive Editor, Plain-English Health Care

You’ll Learn:

  • How to track call conversions back to the exact ad or keyword that drove them.
  • How you can automate bidding strategies and optimize for high-value patient calls.
  • How to improve your website by understanding which interactions led to calls.
  • How to use digital intent data to route callers to the most qualified agent or care location, improving first-call resolution.

eHST-webinar-251118-headshots

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Mount Sinai and University of Maryland Medical Center Lead with High-Impact Integrated Campaigns

Headshot - Wendi-Chason-Mount-Sinai

With countless media channels to choose from, shrinking budgets, and growing demands for measurable results, today’s healthcare marketing professionals face increasing challenges in developing and implementing integrated marketing campaigns. Discover how marketing teams at Mount Sinai and the University of Maryland Medical Center built high-impact integrated campaigns — from concept to acclaim.

Proven Strategies to Maximize ROI from Your CRM Investment

Denise Davis

Healthcare marketing executives and CRM experts, including leaders from Emory Healthcare, Banner Health, and Lionshare, reveal operational challenges, data governance requirements, and cross-functional collaboration needed to turn CRM investments into measurable patient engagement and ROI. Read on to discover strategies that separate CRM success from failure.

Behind the Best: How Top Health Systems Designed Award-Winning Integrated Campaigns

// By Susan Dubuque // With countless media channels to choose from, shrinking budgets, and growing demands for measurable results, today’s healthcare marketing professionals face increasing challenges in developing and implementing integrated marketing campaigns. Discover how marketing teams at Mount Sinai and the University of Maryland Medical Center built high-impact integrated campaigns — from concept to acclaim.

Digital Showcase: Building Trust Through Digital Integration

Prisma Health logo

// By Susan Dubuque // When two of South Carolina’s leading healthcare organizations merged to form Prisma Health, it marked more than a consolidation of services. It was the creation of a new healthcare identity for more than 1.4 million South Carolinians. Learn how Prisma Health solidified its brand and created a unified digital front door.

Turning CRM into a Strategic Engine: Healthcare Leaders Share Candid Lessons on Data, Alignment, and ROI

Judith Ward

// By Therese Lockemy, MBA // Healthcare marketing executives and CRM experts, including leaders from Emory Healthcare, Banner Health, and Lionshare, reveal operational challenges, data governance requirements, and cross-functional collaboration needed to turn CRM investments into measurable patient engagement and ROI. Read on to discover strategies that separate CRM success from failure.

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