Best HIPAA-compliant Automation Tools for Behavioral Health Practices

Automation has become essential in behavioral health, where administrative demands cut into clinical time, reimbursement depends on timely documentation, and patients expect secure digital convenience. 

HIPAA-compliant tools play a crucial role by protecting PHI, reducing no-shows, improving revenue cycles, and freeing clinicians to focus on care. 

This guide explains the key categories of automation that matter most for behavioral health practices, how to assess them for compliance and suitability, and highlights widely used tools in the field. 

In this article, you’ll see how these automation categories work, how to evaluate solutions effectively, and how Keragon helps unify systems while eliminating manual steps.

Best HIPAA-Compliant Automation Tools for Behavioral Health Practices Reviewed

Here’s our review of the best HIPAA compliant workflow automation software available on the market today.

1. Keragon

Keragon is a HIPAA-compliant no-code automation platform built for healthcare organizations, designed to help practices, clinics, and digital health companies securely connect their EHR systems, applications, and workflows without writing custom code. 

Unlike generic automation tools, Keragon is focused on healthcare use cases, ensuring integrations are compliant, reliable, and easy to deploy. It is best for healthcare providers and digital health innovators who want to reduce manual work, improve patient operations, and focus on what matters most: care.

Solving core healthcare integration challenges

Healthcare organizations consistently face three major integration roadblocks:

1. Fragmented systems & data silos
   
   
   • Problem: Patient data is often scattered across EHRs, scheduling apps, billing systems, and communication tools, leading to inefficiencies and errors.
     
     
   • Keragon’s solution: Prebuilt healthcare connectors and a no-code workflow builder allow you to integrate Jotform, Athenahealth, DrChrono, Salesforce, and Slack seamlessly, creating one source of truth across your ecosystem.
     
     
2. Compliance & security concerns
   
   
   • Problem: Using general-purpose automation tools often creates HIPAA compliance risks when handling PHI.
     
     
   • Keragon’s solution: Keragon is designed from the ground up for healthcare, offering HIPAA and SOC 2 Type II compliance, encryption, and audit logs, giving IT and compliance teams peace of mind while enabling operational agility.
     
     
3. Resource constraints & slow deployments
   
   
   • Problem: Custom integrations often require months of engineering time, delaying workflows and driving up costs.
     
     
   • Keragon’s solution: With its drag-and-drop builder, healthcare teams can launch compliant automations in days, not months. The platform’s responsive support team even builds new API connectors in as little as one to two weeks on request.
     

Top features 

• Prebuilt healthcare connectors (EHR, CRM, comms)
• HIPAA and SOC 2 Type II compliance
• Drag-and-drop workflow builder
  

Pros

• Built specifically for healthcare
• Fast deployment of new connectors
• Strong compliance posture
  

Cons

• Fewer general SaaS integrations than Zapier/Make
  

Integrations

Keragon connects with 300+ healthcare tools, EHRs, and business applications, making it one of the most comprehensive integration platforms built specifically for the healthcare ecosystem. Rather than generic app connections, Keragon focuses on the systems healthcare providers actually use day-to-day.

Top EHR integrations

• Athenahealth – Cloud-based EHR for private practices.
• DrChrono – EHR & medical billing software.
• Healthie – HIPAA-compliant EHR and Engagement software
• ModMed - Specialty EHR platform

Practice & operational tools

• Phreesia – Automates patient intake for healthcare providers.
• Zocdoc – Book doctor appointments online easily.
• Asana – Task & project management tool.

Business & productivity connectors

• Salesforce – Industry-leading CRM software.
• Slack – Team messaging and collaboration platform.
• Microsoft Teams – Team collaboration via chat, calls, and meetings.
• Google Workspace & Microsoft Office 365 – Productivity platforms for document sharing, calendar management, and secure data flow with EHR systems.
  
  

With Keragon, healthcare organizations can bridge clinical and operational workflows, eliminating the inefficiency of siloed systems. For example, when a new patient books an appointment via Zocdoc, Keragon can automatically update the EHR, create an intake form in Phreesia, and notify staff in Slack, all without manual entry.‍

Support

24/7 responsive support with fast turnaround on new connector requests, plus onboarding guidance tailored to healthcare use cases.

Ratings

4.8/5 average rating, with the majority of users praising ease of use and strong customer support on G2.

Pricing

Free trial available. Paid plans starting at $99/month. Learn more here.

Case study: Faster referrals, happier patients

Read more here

Try Keragon yourself

The best way to understand Keragon’s impact is to see it in action. 

Explore a 14-day trial where you can walk through common healthcare automation workflows like patient intake, referral processing, and claims integration. 

From there, you can request a personalized demo and see how Keragon can fit into your own environment.

2. Workato

Workato is an enterprise integration and workflow automation platform (iPaaS) that helps organizations connect their systems, automate business processes, and orchestrate complex workflows at scale.

It provides a low-code environment with thousands of prebuilt connectors, enabling teams across IT, operations, and business functions to automate tasks securely while maintaining governance and compliance.

Workato is widely used for enterprise system integration, data synchronization, and end-to-end workflow automation.

3. Redox

Redox is a healthcare integration platform that simplifies data exchange between EHRs, digital health applications, provider organizations, and health systems.

It standardizes interoperability through a unified API layer that supports HL7, FHIR, and proprietary formats, allowing developers to build once and connect to many systems.

Redox enables faster deployment of digital health solutions by managing security, compliance, and connectivity across complex healthcare environments.

4. MuleSoft

MuleSoft is an API-led integration platform that helps enterprises connect applications, data, and devices through reusable APIs and services.

Built around its Anypoint Platform, MuleSoft enables organizations to design, manage, and secure APIs while orchestrating workflows across cloud and on-premise systems.

It is widely used for digital transformation initiatives, supporting large-scale system integration, microservices architectures, and real-time data flows.

5. Tray.io

Tray.io is a low-code integration and automation platform designed for operations teams that need to connect tools and automate complex processes across their organization.

Its visual workflow builder and flexible logic controls allow users to design sophisticated automations without writing code.

Tray.io is commonly used for revenue operations, marketing, customer success, and internal system orchestration across cloud applications.

6. Microsoft Power Automate

Microsoft Power Automate is a workflow automation platform that enables users to create automated processes across the Microsoft ecosystem and hundreds of third-party applications.

It offers a visual designer, robotic process automation, AI-driven actions, and deep integration with tools like SharePoint, Teams, Dynamics 365, and Office 365.

Power Automate is designed to help organizations streamline tasks, automate approvals, and unify data flows across their internal systems.

7. UiPath

UiPath is a leading robotic process automation (RPA) platform that helps organizations automate repetitive, rules-based workloads typically performed by humans.

It uses software robots to mimic actions like data entry, form filling, and system navigation across both modern and legacy applications.

UiPath supports end-to-end automation with capabilities for process discovery, workflow design, orchestration, and AI-powered decision-making.

8. ServiceNow

ServiceNow is a cloud-based workflow and operations platform that helps organizations automate and manage processes across IT, HR, customer service, and other enterprise functions.

Powered by its Now Platform, it centralizes service delivery through ticketing, workflow orchestration, asset management, and automation tools.

ServiceNow is widely used to modernize IT operations and streamline cross-departmental workflows in large organizations.

9. n8n

n8n is an open-source workflow automation platform that enables users to connect applications and build custom automations through a visual interface.

Unlike closed iPaaS products, n8n offers fully self-hosted deployment options and extensibility, giving teams complete control over data, security, and customization.

Its node-based workflow builder allows for advanced logic, branching, and integrations across both SaaS platforms and internal systems.

10. IFTTT

IFTTT (If This Then That) is a consumer-friendly automation platform that connects everyday apps, devices, and services through simple conditional workflows.

It enables users to trigger actions—such as sending notifications, syncing data, or controlling smart home devices—based on events across supported integrations.

IFTTT is designed for lightweight, easy-to-create automations rather than deep enterprise workflows.

11. Rhapsody Health

Rhapsody Health is a healthcare interface engine built to support secure, compliant data exchange across hospitals, clinics, and digital health systems.

It provides tools for managing HL7, FHIR, CCD, and other healthcare data formats, enabling organizations to build, monitor, and maintain high-volume interfaces.

Rhapsody is often used to power interoperability infrastructure within health systems and connect disparate clinical applications.

12. Vim

Vim is a healthcare technology company that builds EHR-embedded workflows that connect payers and providers at the point of care.

Its platform integrates payer intelligence directly into clinical workflows, helping clinicians surface insights such as gaps in care, prior authorization requirements, and network guidance without leaving the EHR.

Vim’s goal is to improve care coordination, reduce administrative friction, and streamline payer-provider collaboration inside existing clinical systems.

What To Look For in a HIPAA-Compliant Automation Tool

1. Business Associate Agreement (BAA)

A HIPAA compliant automation tool must offer a clear, comprehensive Business Associate Agreement that outlines how PHI is handled, stored, transmitted, and protected. This agreement should cover all features you plan to use, including integrations, workflow triggers, and data storage. 

Vendors should also disclose whether subcontractors are involved and whether the BAA extends to them. Without a proper BAA in place, no PHI should be used within the platform.

2. Security Controls and Technical Safeguards

Strong security is nonnegotiable. Look for encryption at rest and in transit, granular access controls, audit logs, role based permissions, and secure user authentication. A reliable vendor should also support incident monitoring, intrusion detection, and regular security testing. 

Healthcare practices should be able to export logs for audits, set role based visibility, and enforce the minimum necessary access principle. The best platforms make their security documentation transparent and easy to evaluate.

3. Healthcare Specific Workflow Fit

Even if a tool is technically HIPAA compliant, it will not help your organization unless it fits real behavioral health workflows. Look for capabilities such as support for multi clinician scheduling, group sessions, complex intake needs, treatment plans, measurement based care, and revenue cycle automation. 

Tools should integrate with EHRs, clearinghouses, and telehealth platforms without requiring heavy custom engineering. The best solutions reduce manual touchpoints rather than simply digitizing existing paper processes.

4. Integration Capabilities and Interoperability

Automation tools must connect smoothly to your existing systems. Look for native integrations, API support, compatibility with FHIR and HL7, event triggers, and the ability to sync only the minimum necessary data. 

Vendors should provide stable connectors, error handling, and visibility into data movement so staff can quickly identify and resolve issues. The more interoperable the tool, the more value it will deliver across your workflow.

5. Configurable Data Retention and Auditability

HIPAA requires that PHI be stored only for as long as needed. Your automation platform should let you customize retention settings, delete or redact PHI, and configure how long logs remain accessible. Tools should offer detailed audit trails showing who accessed what data, when it moved, and how it was handled. 

This transparency is essential for internal compliance reviews and for responding quickly to external audits or investigations.

6. Support, Documentation and Vendor Transparency

Healthcare automation requires a vendor that understands clinical workflows, payer constraints, and compliance expectations. 

Look for clear documentation, responsive technical support, uptime reliability, and openness about incident history or security events.

A vendor should provide implementation guidance, best practices, and healthcare specific onboarding. Transparent communication is critical when your workflows depend on the platform operating smoothly.

Final Thoughts

Automation has become essential for behavioral health practices facing rising administrative work and complex reimbursement requirements. 

The right HIPAA compliant tool can streamline operations, reduce manual errors, and improve the overall care experience. 

Evaluating vendors across security, interoperability, workflow fit, and support helps ensure you choose solutions that can scale with your organization. 

As automation expands across healthcare, platforms like Keragon will continue to play an important role in connecting systems and reducing friction.