Customer Success Programs
Explore our business growth programs, made to help you grow faster.
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Solutions for Labs & Diagnostics
Faster orders, clearer results Automations for labs & diagnostics
Intake, order routing, physician portals, and compliant result notifications.
Trusted by leading companies
Built for clinical labs
HoopAI connects intake, routing, and results delivery so lab teams, physicians, and patients stay in sync.
It's Easy
Hoop is easy to set up and use, making it even easier for you to scale. Customize your CRM with intuitive onboarding, get tips for using Hoop right alongside your tools, and let Hoop automate manual tasks.
It's Fast
With Hoop, get up and running quickly so you can start getting results from day one. With powerful tools, automation, and AI built in, you’ll accomplish more in less time — without increasing headcount.
It's All-In-One
With all your software on one platform, you don’t have to stitch together multiple tools to get the job done. And with educational resources & an exclusive founders community, you can grow your business, all in one place.
Test Orders & Intake
Physician and patient intake flows. Order validation and routing. Specimen collection reminders.
Document Software
Library to share sales content and see what closes deals.
Flexible Approvals
Ensure consistency with approval workflows that trigger based on specific criteria.
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Flexible Approvals
Flexible Approvals
Define thresholds for discount, margin, and deal size to trigger review automatically. Reps see issues during creation, managers approve with full context, and cycle times shrink.
Custom approval rules
Set criteria by field or formula so governance is built-in, not bolted on. Route to pools or specific approvers to match org structure.
Streamlined manager review
- Line-item deltas and rationale shown at a glance.
- Comment threads clarify decisions and next steps.
- Mobile approvals keep momentum off-desk.
Real-time rep feedback
Inline warnings highlight violations before submission. Guided fixes help reps adjust discounts or terms without guesswork.
Governance you can audit
Scale across segments
Results Delivery
Secure portal links for physicians and patients. Abnormal result escalation. Auto-notify with attachments. </ul>
Compliance & QA
Audit trails and access logs. Retention policies and attestations. Consent management and HIPAA mappings.
Integrated E-Signature
Enable secure digital signing to close deals faster without printing or scanning.
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Integrated E-Signature
Integrated E-Signature
Deliver quotes that buyers can review and sign in one sitting. Signers complete fields securely, you get instant status, and records attach to deals automatically for full traceability.
Seamless signing experience
Combine pricing, terms, and signature on a single page to remove friction. Notifications prompt stakeholders who still need to sign.
Automatic recordkeeping
- Signed PDFs stored on deals and contacts.
- Signer identity, IP, and timestamps preserved.
- Templates standardize recurring agreements.
Security and compliance
Encryption and audit trails protect integrity and support common e-signature regulations across regions.
Accelerate time-to-sign
Insights for coaching
Have a question for our sales team?
Give us a call and we'll walk you through it.
Conversational healthcare at scale with HoopAI
Al Borg Diagnostics used Hoop to run an AI patient assistant with voice and video, manage Google reviews across 130+ locations, and unify conversations in one place.
130+
Locations Managed
"Hoop's AI assistant transformed our operations in ways we never imagined... our response time dropped and package recommendations became way more precise."
Sophie Laurent
Director of Patient Engagement of Al Borg Diagnostics
Pricing
Choose a plan that matches your needs.
Core
Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
- Everything in Free
- Orders & intake basics
- Secure notifications
- Templates & forms
Pro
Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
- Everything in Core
- Physician portals
- Escalations & workflows
- Multi-site routing
Core
Essential marketing, sales, customer service, content, and operations software
$50
/
month
per seat
- Everything in Free
- Orders & intake basics
- Secure notifications
- Templates & forms
Pro
Comprehensive marketing, sales, customer service, content, and operations software
$200
/
month
per seat
- Everything in Core
- Physician portals
- Escalations & workflows
- Multi-site routing
Enterprise
Our most powerful marketing, sales, customer service, content, & operations software
$450
/
month
per seat
- Everything in Pro
- Advanced permissions & approvals
- SLA, SSO, audit logs
- Premium onboarding & support
It's already easy to use. But we’re still here for you.
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24/7 Support
Our award-winning support team is available 24/7 to answer platform-specific questions.
Onboarding
Get started fast with intuitive onboarding that guides you step by step and offers tailored templates to customize your CRM for your industry.
Education
You'll find everything you need to master the software and industry best practices as you grow.
Voted # 1 in 32 reports
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1500+ app integrations
Frequently asked questions
Ready to streamline your lab and diagnostic operations?
Discover how HoopAI can automate test orders, results delivery, and compliance for your network.