Overview

Automating Telehealth Intake Workflows with Keragon

ActiveMD, part of the Echelon Fit Group, is a growing telehealth provider focused on weight loss and wellness. The team needed to launch operations quickly, without compromising patient data or overloading its small team. With no prior system in place, they turned to Keragon to build secure, no-code automations connecting tools like Shopify and Jotform to their clinical provider.

The result: streamlined data flow, faster patient onboarding, and a scalable foundation for future growth.

• Industry: Telehealth
• Specialty: Weight Loss & Wellness
• Size: 150 employees
• Pain points: No automation in place, risk of PHI exposure, need for scalable solution
• Vendors integrated: Jotform, Shopify

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The Challenge

No System in Place, High Risk for Manual Errors

When ActiveMD launched, they had no system to move data between their intake forms, order management, and healthcare provider. Manual entry would have been time-consuming and error-prone, and common tools like Zapier weren't HIPAA-compliant. The team needed a way to automate their processes from day one, without risking sensitive patient data.

Key Challenges:

• No existing intake infrastructure
• Manual workflows would slow down onboarding
• Standard automation tools weren't HIPAA-compliant

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The Solution

Automating Jotform + Shopify Workflows in Days with Keragon

With Keragon, ActiveMD quickly created automated workflows that sync Jotform form responses and Shopify order data to their third-party healthcare provider, all within a secure, HIPAA-compliant environment. The platform made it easy to connect tools and build logic-driven flows without requiring custom code or IT resources.

Key Automations:

• Synced Jotform intake forms with clinical tools
• Connected Shopify customer activity with patient intake data
• Sent structured data securely to a third-party healthcare provider

Setup took less than a week, from building to testing, and was simple enough for a small development team to manage in-house.

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Results

15 Hours Saved Weekly, Faster Onboarding for New Patients

By automating their intake and data submission workflows, ActiveMD saved 10-15 hours of manual work each week. This allowed their team to focus on patient care instead of paperwork, and ensured new clients were onboarded quickly and securely.

Key Outcomes:

• Time Saved: 10-15 hours of manual work per week
• Efficiency Boost: Less admin, more focus on patient care
• Scalability: Faster, secure onboarding workflows built for growth

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Testimonial

Automation That's Simple, Powerful, and HIPAA-Compliant

"What we like most about Keragon is how easy it is to use while still meeting strict HIPAA compliance standards. The interface is intuitive, the platform is powerful, and the support team has been responsive and helpful whenever we've needed assistance. The only real limitation is the API payload size, but we've found workarounds. If you're looking for a HIPAA-compliant alternative to Zapier, Keragon is the clear choice."

Madeline Robinson
Senior Manager of Strategic Partnerships, ActiveMD

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Conclusion

Need HIPAA-Compliant Workflows That Scale?

For telehealth providers working across tools like Shopify, Jotform, and third-party platforms, Keragon makes automation easy and secure, without the engineering overhead. From intake forms to provider handoffs, it helps fast-growing teams save time, reduce risk, and stay focused on care.