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Agents · Beta

Your front office,
running on autopilot 24/7.

Set up in minutes. Describe what you need in plain English, connect your tools, and let Keragon Agents handle the rest, so your team can focus on care.

500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way

USE CASES

A team of specialists for healthcare ops.

A few of the agents your practice can run.

FORM + EHR

Patient Intake Specialist

New patient onboarding, on autopilot.

Greets new patients, collects forms, verifies insurance, and lands the data in your EHR before the first visit.

Patient nameSarah Mitchell
InsuranceVerified ✓
Intake formSent ✓
SMS / EMAIL

Appointment Reminder Agent

Reminders patients actually respond to.

Sends personalized reminders by text, email, or voice — and confirms attendance back to your scheduler.

Hi Sarah! Your appt with Dr. Chen is tomorrow at 2pm. Reply YES to confirm.
YES ✓
CALENDAR

No-Show Recovery Specialist

Wins back missed appointments.

Reaches out to patients who missed their visit, finds a new time on your calendar, and rebooks them automatically.

No-show detectedJames H.
Outreach sent
RebookedThu 3pm ✓

Eligibility

Insurance Verification Specialist

Eligibility checks, before the visit.

Verifies coverage, benefits, and copays for every scheduled patient — before they arrive at your front desk.

CoverageActive ✓
Copay$30
Deductible met$850 / $1,200
CALENDAR

New Patient Acquisition Agent

Turns inquiries into booked visits.

Picks up inbound website leads, qualifies them, and books them straight onto a provider's calendar.

New leadAmy R. (website)
Qualified
BookedMon 10am ✓
EHR

Pre-Visit Prep Specialist

Every patient, summarized before you walk in.

Reads intake responses, prior visit notes, active medications, and recent labs — and delivers a structured patient brief to your care team before every appointment.

James R. · 10:30 AM with Dr. Patel
REASONKnee pain follow-up
MEDSLisinopril · Metformin
LAST VISITApr 2 · Hypertension review
LABSHbA1c 6.8 · BP 128/82
Brief ready · 2 hrs before appointment
Agents capabilities

Everything an agent needs to run real work

Plain-English instructions

Brief an agent like a new teammate. Describe the job in words, no code and no flowcharts.

Smart triggers

Start on a schedule or an event, like a new booking, a submitted form, or an inbound message.

300+ connected tools

Give an agent the tools for the job, from your EHR to your scheduler to your comms, scoped to what you allow.

Multi-step reasoning

Agents read the context, decide the next step, and follow through, not just fire a single action.

Test before you publish

Preview exactly what an agent does on real cases before it touches a live system.

Works with your Workflows

Agents and workflows run on one platform, one audit trail. Each can trigger the other.

Integrations

Connect your EHR, and everything around it.

300+ HIPAA-compliant integrations across 30+ EHRs, scheduling, billing, and communications. If there’s an API in healthcare, we can connect it.

How it works

AI teammates built for healthcare.

Describe what you want done and Keragon handles it end to end in minutes, not weeks. It connects your EHR and the rest of your stack, keeping your team moving even after hours, all HIPAA-compliant.

Step 1 · Describe what you need
Tell Keragon what you want, in plain English.
Type it like you would say it to a teammate.
Step 2 · Keragon gets to work
It works like a teammate, not a builder.
Keragon reads your schedule, writes each message, and reaches out across your tools. No setup.
Step 3 · Review & Approve
You stay in control.
Approve, edit, or add a human checkpoint wherever judgment matters.
Step 4 · GO LIVE
On autopilot, around the clock.
Every action is logged for HIPAA audit. Adjust anytime, in plain English.
TRY IT YOURSELF

What would you like to automate?

Oops! Something went wrong while submitting the form.

Recover no-shows

Build an agent that calls patients who miss appointments and rebooks them into open slots.

Run patient intake

Create an intake agent that collects forms, verifies details, and updates our EHR.

Answer patient questions

Set up an agent that answers common patient questions and escalates anything clinical to our team.

Chase unpaid balances

Have an agent follow up on overdue patient balances and log every interaction in our CRM.

Trust & control

Agents that stay in your control

Every agent runs inside guardrails you set, so you always know what it will do before it does it.

Test runs

Preview exactly what an agent will do before it touches a live system.

Human-review checkpoints

Require sign-off on the actions that matter. The agent waits for you.

Scope-locked tools

Each agent only uses the tools and data you grant it. Nothing more.

HIPAA audit log

Every action is logged and replayable, so you always have a record.

Hipaa compliantSOC 2 Compliant

Need every step to run the same way, every time?

Agents are AI teammates that take on the decide-as-you-go work, right inside your workflows. Now in beta.

CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."

Joey Young

President, Renew Hope and Healing

Keragon is a HIPAA-compliant alternative to Zapier.

“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”

Mark Callahan

Head of Engineering, BreatheSuite

I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo

Owner, Diabetes DME

Keragon improves your operational efficiency.

“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”

Christian Moller-Andersen

Executive Director, A Smile for Kids

Keragon will support you all the way.

“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”

Will McGabe

Director of Social Impact, Hungry Harvest

Keragon is like Zapier for your health care business - only WAY better

“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”

Kevin Bundy

CEO, Alive IV and Wellness

Very easy to use and powerful!

“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”

Lesley Van De Mortel

CEO, Lez Van De Mortel Ltd

HIPAA Compliant Zapier & More!

“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”

Eric Dunn

CEO, Aesthetix CRM

Huge time saver

“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”

Andrew Housholder

MD/Owner, The Morning Sickness Clinic

Fast Scaling Startup Nails Healthcare Automations

“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”

Alvin Liang

Automations Specialist, Integrative NPS
FAQ

Got questions ?

What's the difference between Workflows and Agents?
Workflows run the exact same steps every time, so they fit predictable, repeatable processes. Agents are AI teammates you brief in plain English; they handle work that needs judgment or changes run to run. Rule of thumb: a Workflow when the steps never change, an Agent when the right step depends on what's in the data. Most teams use both.
How do I build an agent?
Set a trigger (a schedule or an event), brief the agent in plain English, give it the tools it needs, then test it on real cases before it goes live. No code required.
What can a Keragon agent do?
Agents take on decide-as-you-go front-office work: patient intake, appointment reminders, no-show recovery, insurance verification, and more. You describe the job in plain English, connect your tools, set guardrails, and the agent runs it.
Do I need to know how to code?
No. You brief an agent in plain English, like onboarding a new teammate, then connect your tools and set guardrails. No engineering required.
Which tools can Agents connect to?
Agents work across 300+ healthcare and health-tech tools, including EHRs like Athenahealth, Elation, Healthie, DrChrono, and ModMed, plus scheduling, forms, billing, and communication systems.
Is Keragon Agents still in beta?
Yes. Agents is in beta and available self-serve. It's production-ready for many front-office jobs, and we're expanding the roster and capabilities quickly.
Can I try Agents, and what does it cost?
Start with a 14-day free trial, no credit card required. Pricing is based on usage, and every plan includes unlimited users. See current plans on our pricing page.
How do Agents work with my Workflows?
They run on one platform with one audit trail. A workflow can hand off to an agent for a judgment call, and an agent can trigger a workflow to run deterministic steps.
How do I know I can trust an agent to act?
Every agent runs within guardrails you set: scope-locked tools, human-review checkpoints, and test runs before it goes live. Agents are bounded, meaning they act only within the tools and rules you define.
Is Keragon HIPAA-compliant?
Yes. Keragon is HIPAA-compliant and runs on healthcare-grade infrastructure built for protected health information.
Do you sign a BAA?
Yes. A standard BAA is included on every paid plan, self-serve, with no sales call required. Custom BAAs are available on Enterprise.
Is there an audit trail for what agents do?
Yes. Every agent action is captured in a HIPAA audit log, so you can review exactly what happened, step by step.
Does Keragon use my data to train AI models?
No. Your workflows, data, and configurations stay private to your organization and are never used to train, retrain, or improve any AI models. Keragon's AI operates with zero data retention.
Who can access my data?
You control access with SSO, two-factor authentication, and role-based permissions, and every action is captured in audit trails.
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