พอดคาสท์ Marketing Automation ชั้นนำ (2025)

1
eCW Data and Reporting - A Real Problem Case Study 4:42

4d ago4:42

4:42

Some PMS and EHR are better than others on reporting and data access. We'll walk through a few things that make some better than others and go through a specific use case regarding eCW and why it is so problematic for most users.

1
Challenging Attribution, Repurposing Content, and Elevating Email 13:29

5d ago13:29

13:29

This episode dives into the challenges of attribution in marketing, the benefits of content repurposing, and what’s new in Salesforce’s spring AI updates. Mike and Hannah also cover Marketo’s improved email designer and share a quick tip on boosting engagement with more creative CTAs. About Napier Napier is a PR-lead, full service marketing agency …

1
RCM Analytics vs Data Warehousing - What Do You Need? 6:32

10d ago6:32

6:32

Most people just assume they need analytics. But what if I told you that might not be what your company needed right now? We'll walk through some scenarios on medical billing companies and their need for data-driven answers, how to get them, and what they really need right now. We'll also cover some other important factors like who you need in your…

1
Improve Profitability: Medical Billing Sales Contracts and SOWs 8:45

12d ago8:45

8:45

What to improve you profitability? It starts in your RCM marketing and sales and most people don't think about contracts and statements of work (SOWs) and how they impact on client satisfaction, retention, and profitability. We'll take you through exactly what you need to do and why to ensure you have satisfied clients, keep them long term, and inc…

1
How to Get Value Out of RCM AI 7:20

15d ago7:20

7:20

AI is so hot right now. Everyone is feeling the pressure to implement it or be left behind. But what do you do? We'll walk through what you need to do to get real value, specifically return on investment (ROI) out of any medical billing AI.

1
No Good Positioning or Differentiation Available? Do This 8:33

24d ago8:33

8:33

What do you do if you don't have good options for positioning and differentiation of your company in your medical billing marketing? You can't just go without it or you'll waste tons of money on unsuccessful campaigns. In this podcast we'll discuss why this might be the case, and what to do if this is where you're stuck.…

1
Re-Evaluating Marketing Automation: Are You Using Your Platform to Its Full Potential? 17:00

25d ago17:00

17:00

In this episode of Marketing Automation Moment, hosts Hannah Wehrly and Mike Maynard discuss why so many companies are reconsidering their marketing automation platforms and whether they’re truly using them to their full potential. They explore the rise of AI driven sales tools, market growth trends, and how businesses can get more from their exist…

1
No Good Targeting Options in Medical Billing Marketing? Do This 7:52

1M ago7:52

7:52

We've discussed the importance of strategy and targeting in particular in success in medical billing marketing. But what do you do if you don't have any good options? We'll discuss some scenarios you may find yourself in, as well as what you can do to solve this for successful lead generation campaigns.…

1
Specific Medical Billing KPIs You Should Use 11:56

1M ago11:56

11:56

In a prior podcast we talked about how to develop medical billing KPIs. In this one, we'll get really detailed and walk through how to break down company and operational goals and put them into KPIs that you can track and improve upon. We'll also give you a framework for how to evaluate if a KPI you have developed or selected is good.…

1
Improve Your RCM - Just Do It, Right? 9:36

1M ago9:36

9:36

Player: "How do we win more games, Coach?" Coach: "Score more points than the other team!" It is confusing, because sometimes these consultants' articles or vendor white papers are really detailed and seem like we should be learning something. But are they really actionable on how to improve your medical billing or just vague platitudes, and how ca…

1
Can You Trust Data in Your PMS or EHR? 8:02

1M ago8:02

8:02

What does data integrity mean - basically can you trust the information in your system or systems? Medical billing data isn't complex, but if you can't trust the numbers, or worse your clients can't trust you because of your numbers, now what? Is this just a reporting problem or something much deeper? What practice management systems have a problem…

1
How Develop RCM KPIs 11:48

1M ago11:48

11:48

If you want medical billing KPIs, how do you create them? We'll dive into whether you should use HFMA or MGMA or similar types of metrics. You'll be surprised at our approach, because it throws out conventional wisdom, but will result in much more success for your organization.

1
Stop Expecting Miracles from Medical Billing AI 8:09

2M ago8:09

8:09

I'm a huge proponent of medical billing AI, RCM automation, and all things technology. But what are you hoping the technology will do...magic? We'll discuss what is are realistic expectations for medical billing technology, and a sustainable and realistic approach to implementing medical billing automation and AI.…

1
Episode 72: The Hidden Cost of Too Many Tools—How to Simplify & Scale Your Business with Smart Automation 18:14

2M ago18:14

18:14

Episode 72: The Hidden Cost of Too Many Tools—How to Simplify & Scale Your Business with Smart Automation Welcome back to another powerful episode of Pivot to Thrive! 🚀 Today, we're tackling a major problem many business owners face—managing too many disconnected tools and subscriptions that drain time, money, and energy. If your business is runnin…

1
How to Handle Medical Billing Leads 8:22

2M ago8:22

8:22

Your marketing is working, yay! Medical billing leads are starting to come in and what do you do with them? This is solidly sales, but is critical to your success. We'll walk through a specific scenario recently encountered by one of our clients and tell you what specifically you should do maximize your changes of closing the deal.…

1
Are We in an AI Market Bubble? 5:55

2M ago5:55

5:55

There is so much investment in AI right now. Microsoft investing $80 billion, Google $75 billion - is this just real, just hype, or dare I say it...a bubble? We'll discuss how it relates to medical billing AI and what you should do.

1
Episode 71: Why Webinars Are the Ultimate Tool for Business Growth & Sales 16:53

2M ago16:53

16:53

Episode 71: Why Webinars Are the Ultimate Tool for Business Growth & Sales Welcome back to another game-changing episode! Today, we dive deep into the power of automation, systems, and CRM strategies with Dr. Priya Jagannathan, a certified CRM consultant and business automation expert. If you're feeling overwhelmed by an endless to-do list, struggl…

1
HBMA Innovation Conference: Should You Go 10:27

2M ago10:27

10:27

The annual HBMA Innovation Conference is next month. I'll discuss the sessions and speakers, as well as whether you should attend based on your goals.

1
Superbowl AI Ads: Impressive Missteps 6:28

2M ago6:28

6:28

There were a couple ads for AI during the Superbowl from titans of technology. And both went really badly for different reasons. We'll discuss what happened and what it means for the use of AI in revenue cycle management.

1
Episode 70: Migrant to Millionaire - A Migrant’s Journey to Thriving in Australia 35:58

2M ago35:58

35:58

🎙️ New Podcast Episode Alert! 🎙️ 🌟 Episode 70: Migrant to Millionaire - A Migrant’s Journey to Thriving in Australia What if a simple childhood dream could shape your entire future? 🚗💭 In this episode, Krish Ravi Patti shares his incredible journey from a young student in Hyderabad to a successful business owner in Australia. He opens up about the …

1
NEVER Use This Word in Medical Billing Marketing 7:32

2M ago7:32

7:32

Most medical billing companies find marketing and sales to be difficult. Part of this problem may be due to their messaging, which incorporates positioning and differentiation (or it should). But what happens when this is done badly? What words should you avoid using that will all but guarantee failure in the market? And what is the absolute #1 wor…

1
Episode 69: How AI is Transforming the VA Industry – Why Now is the Best Time to Start 45:08

2M ago45:08

45:08

🚀New Podcast Episode Alert!🚀 Are you ready to break free from the 9-to-5 grind and build a thriving career as a virtual assistant? In this episode, Dr. Priya Jagannathan, a business automation expert, dives deep into the strategies and tools that can help you turn your passion into profit! Here’s what you’ll discover: 🔹 Why virtual assistance is th…

1
The Future of Medical Billing AI: Agentic 10:08

2M ago10:08

10:08

AI is all the rage, but is the ecosystem is evolving incredibly rapidly. Generational AI was the hot subject, but where is this all going? We'll discuss what Agentic AI is and how it fits into medical billing and with other types of AI. Then tell you what you should be doing now.

1
How To Set Your Medical Billing Marketing Budget 7:25

2M ago7:25

7:25

Oddly enough, I don't often get this question, but I should. People ask what we charge instead of asking... You'll have to listen to this podcast to find out what people should be asking. I'll walk you through a process that will help you set a marketing budget if you don't already have one. And help you figure out if the budget is the right one fo…

1
#1 KPI for Acquiring an RCM Company 9:35

2M ago9:35

9:35

What are common KPIs for acquiring a medical billing company? Should you use them? What is the #1 KPI you should use in evaluating an RCM acquisition? In this podcast, we'll go through all of this and you'll get my closest kept secret for RCM M&A.

1
Episode 68: Copywriting in The AI Era Why Human Creativity Still Wins with Scott Bywater 50:23

3M ago50:23

50:23

Episode 68: Copywritting in The AI Era Why Human Creativity Still Wins with Scott Bywater Welcome back to another exciting episode! Today, we have the privilege of speaking with Scott Bywater, a seasoned copywriter with over 20 years of experience working with clients across the globe. In this episode, Scott shares invaluable insights and practical…

1
Social Media Marketing: A Good Investment? 7:13

3M ago7:13

7:13

Is social media marketing a good investment for medical billing companies? We'll talk about goals for this channel for marketing, whether it is likely to success, go through a specific example of a company dealing with this determination, what I recommended, and what you should do to determine if this is a good channel for your medical billing serv…

1
Medical Billing Pricing - Part 3 10:22

3M ago10:22

10:22

Part 3 of a comprehensive discussion around medical billing pricing, including pricing models, factors that influence pricing, trends, and forecasting future pricing. We even include some things rarely considered that are critical to pricing effectively and profitably. This is so long we needed to break it up into 3 parts. Spoiler - there will even…

1
Low Priced RCM Clients - Are They Even Profitable? 7:19

3M ago7:19

7:19

Most medical billing companies do not look at profitability by client or by specialty. In this podcast we'll discuss an analysis I recently did for a client looking at both of these measures of profitability. The results were shocking and kind of appalling. Listen to find out how your RCM company might do this type of analysis and what to do when y…

1
Medical Billing Pricing - Part 2 8:25

3M ago8:25

8:25

Part 2 of a comprehensive discussion around medical billing pricing, including pricing models, factors that influence pricing, trends, and forecasting future pricing. We even include some things rarely considered that are critical to pricing effectively and profitably. This is so long we needed to break it up into 3 parts.…

1
Episode 67 : Unlocking Podcast Profits: Steve Brossman's Six-Figure Success Journey 39:47

3M ago39:47

39:47

Welcome to another exciting episode of the Pivot to Thrive podcast! Today, we have a special guest, Steve Brossman, who has had an incredible journey from an aspiring Olympian to a successful entrepreneur and podcasting expert. In just 10 months, Steve transformed his life through podcast guesting, achieving a six-figure income and helping others d…

1
Medical Billing Pricing - Part 1 7:52

3M ago7:52

7:52

The is a comprehensive discussion around medical billing pricing, including pricing models, factors that influence pricing, trends, and forecasting future pricing. We even include some things rarely considered that are critical to pricing effectively and profitably. This is so long we needed to break it up into 3 parts, this is Part 1.…

1
Episode 66 : Master Delegation: Hire and Manage Virtual Assistants in 2025 25:11

3M ago25:11

25:11

Welcome to today's podcast episode, where we dive into the essential strategies for business owners looking to scale their operations through effective delegation and virtual assistants (VAs). Join Dr. Priya Jagganathan, a digital product strategist and business automation expert, as she shares her insights on preparing for your first hire, managin…

1
Marketing Offer Too Good to Be True 11:05

3M ago11:05

11:05

Marketing Offer Too Good to Be True

1
Great Medical Billing Dashboards - Part 2 6:28

3M ago6:28

6:28

In our first part of this 3 part series, we discussed what dashboards are and when to make them. In this episode we'll get into the real nitty gritty details of what you need to do to make great RCM dashboards.

1
Episode 65 : Time is Money: The Art of Delegation for Business Owners in 2025 18:25

3M ago18:25

18:25

Welcome to the first episode of 𝐏𝐢𝐯𝐨𝐭 𝟐 𝐓𝐡𝐫𝐢𝐯𝐞 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 in 2025! I'm 𝐃𝐫. 𝐏𝐫𝐢𝐲𝐚 𝐉𝐚𝐠𝐚𝐧𝐚𝐭𝐡𝐚𝐧, your digital product strategist and business automation expert. Today, we're diving into a topic that resonates with every entrepreneur: the value of your time. Time is our most precious asset, and how we choose to spend it can define our success and happiness…

1
Medical Billing Automation - Is It Legal with EHRs? 10:07

4M ago10:07

10:07

We recently did a podcast about whether EHR vendors stop you from doing medical billing automation to extract your data. One question was whether it was illegal to scrape data. In this podcast we do a real deep dive on legality and the contract language that may say you cannot extract data. Another question we hit is whether you can push data using…

1
What Makes Great RCM Dashboards? 3:39

4M ago3:39

3:39

Why are RCM dashboards so rarely done well? With so few people giving highly positive ratings of them? It's not like medical billing dashboards are new. In this podcast we'll walk through what a dashboard, when you should create one, and start to break down what makes great reporting.

1
Episode 64 : 24 Lessons from 2024 32:04

4M ago32:04

32:04

Welcome back to another exciting episode of 𝐏𝐢𝐯𝐨𝐭 𝟐 𝐓𝐡𝐫𝐢𝐯𝐞 𝐏𝐨𝐝𝐜𝐚𝐬𝐭! As we approach the end of 2024, we're diving into a special episode titled "24 Lessons from 2024." Join us as we reflect on a transformative year filled with personal and professional growth. Our host shares their journey from the challenges faced in 2022 to the incredible achievem…

1
Episode 63 : How to Create a Vision Board in 2025 33:57

4M ago33:57

33:57

Welcome back to another exciting episode of our podcast! Today, we're diving into the transformative world of vision boarding with Dr. Priya Jagannathan, a passionate entrepreneur and founder of two successful companies. In this episode, Dr. Priya shares her insights from a recent vision board workshop, where she guided participants in setting mean…

1
Can EHRs Stop Automated Scraping of Data? 9:14

4M ago9:14

9:14

A lot of organizations are scraping data (RPA automation) from their practice management PMS / EHR. This includes providers who want their own data and have issues with the system vendor, as well as RCM companies and software vendors like analytics platforms. But are they allowed to do this? Do EHR vendors have contracts that prevent this? Would th…

1
Why is GenAI Taking Off Faster than Analytical AI? 9:35

4M ago9:35

9:35

What is GenAI (like ChatGPT) taking off faster than analytical AI (like machine learning ML) in medical billing? We'll discuss which has more value in RCM, the pluses and minuses of each, and some counterintuitive reasons why it is getting tested and adopted faster than ML AI.

1
Episode 62 : Why Traditional Marketing Still Wins? 15:24

4M ago15:24

15:24

About the Episode: In this episode, we dive deep into the evolving world of marketing, exploring the age-old battle between traditional marketing methods and the rapidly advancing realm of digital marketing in the AI-driven age. Are print ads and in-person networking still relevant? Or have Instagram campaigns, CRM tools, and automated marketing st…

1
Medical Billing Advertising 9:36

4M ago9:36

9:36

What options are a good fit for medical billing advertising? We'll explore some of the most common options and whether they would benefit growing your medical billing company.

1
Episode 61 : 80/20 Rule For Business Growth 17:26

4M ago17:26

17:26

𝐆𝐞𝐭 𝐌𝐨𝐫𝐞 𝐃𝐨𝐧𝐞 𝐰𝐢𝐭𝐡 𝐋𝐞𝐬𝐬 𝐄𝐟𝐟𝐨𝐫𝐭: 𝐔𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝟖𝟎-𝟐𝟎 𝐑𝐮𝐥𝐞 Welcome to another insightful episode of the 𝐏𝐢𝐯𝐨𝐭 𝟐 𝐓𝐡𝐫𝐢𝐯𝐞 𝐏𝐨𝐝𝐜𝐚𝐬𝐭! In this episode, our host, 𝐃𝐫. 𝐏𝐫𝐢𝐲𝐚 𝐉𝐚𝐠𝐚𝐧𝐚𝐭𝐡𝐚𝐧 introduces the Pareto Principle (the 80-20 Rule) as the ultimate productivity hack to help entrepreneurs and business owners move from overwhelm to optimisation. Dr Priya b…

1
Denials, Payer AI, and Assassination 8:43

4M ago8:43

8:43

The murder of the CEO of United Healthcare has re-ignited a discussion about denials and bad payer / insurance company behavior, and AI is at the center of it. We'll discuss UHC's denials AI, the broader application of AI in denials, whether it is problematic, and why. And finally a little on what you can do about it.…

1
From Newsletters to Automation: Maximizing Your Marketing Efforts in a Digital World 17:24

5M ago17:24

17:24

Hannah Wehrly and Mike Maynard explore Acton’s innovative AI web agent and examine the often overlooked potential of SMS marketing in B2B communications. The discussion also highlights findings from the Liana State of Marketing Automation Report, including the surprising prioritization of newsletters over advanced tools like A/B testing. In additio…

1
RCM Marketing Strategy - Effective Targeting 10:34

5M ago10:34

10:34

Many still seem to struggle with effective targeting in the medical billing arena. So what are the levers or variables involved? How can you find a good target market to carve out a successful positioning and differentiation? We'll give you some suggestions on how to do this effectively.

1
Episode 60 : December Sales Secrets: Your Ultimate Success Guide 20:42

5M ago20:42

20:42

In the Episode: Welcome to this empowering episode of Pivot 2 Thrive Podcast, where our host, Dr. Priya, uncovers the game-changing strategies that will ensure your business thrives this December, despite the common misconception that it's a "quiet" month. In this episode, Dr. Priya shifts the mindset around the holiday season and presents December…

1
Medical Billing Advertising - Is TikTok Right for Your Business? 5:39

5M ago5:39

5:39

TikTok and other media platforms like Discord are really hot. Everyone is on them, right? Is advertising for medical billing on new media platforms a good call for your business? Listen to find out specifically about TikTok, but more broadly how we think about evaluating particular channels and media.…

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