Overview

Automating Healthcare with Keragon

Branz Nutrition Counseling, an outpatient private practice with nine team members, was facing growing inefficiencies as it scaled. The team struggled with unreliable automations and increasing manual admin work - especially around invoice follow-ups and appointment rescheduling.
Erica Branz, Owner and CEO, partnered with Keragon to bring automation into their daily workflows and create reliable connections across Keap, Practice Better, and Spruce Health.
The result: smoother operations, faster payments, and significantly less manual work.

Industry: Healthcare
Specialty: Outpatient Nutrition Counseling
Size: 9 employees
Pain points: Unpaid invoices, missed reschedules, unreliable automations
Vendors integrated: Keap, Practice Better, Spruce Health

The Challenge

Manual Tracking and Missed Client Follow-Ups

Before Keragon, Branz Nutrition Counseling used automation tools to connect their systems -  but constant errors made the process unmanageable. The team was forced to revert to manual tracking, which led to missed follow-ups on unpaid invoices and delays in rescheduling canceled appointments. These issues created unnecessary admin load and affected the client experience.
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‍Key Challenges:‍

(1) Time-consuming manual tracking

(2) Missed follow-ups on unpaid invoices

(3) Delays in rescheduling canceled appointments

The Solution

Automating Invoicing and Rescheduling Workflows

Keragon helped automate the most time-consuming tasks: sending reminders for unpaid invoices and prompting clients to reschedule missed appointments. By integrating Keap, Practice Better, and Spruce Health into a clean and customized workflow, Keragon provided stability and visibility across platforms.

The setup process was simple and quick, thanks to Keragon’s proactive support team. In fact, Keragon built several tailored workflows to meet the practice’s exact needs.‍

Key Automations:‍

(a) Follow-up reminders for unpaid invoices

(b) Automated prompts for rescheduling missed appointments

(c) Seamless integration across Keap, Practice Better, and Spruce Health

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‍Results

Branz Nutrition Counseling saw immediate improvements in staff efficiency and operations. Manual admin time was reduced by 30–40%, and the team began receiving quicker payments on declined cards. Automations now run reliably, letting staff focus more on clients and less on follow-up tasks.

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Key Outcomes‍

(1) 30–40% reduction in administrative workload

(2) Faster resolution of unpaid invoices

(3) Improved internal efficiency and reliability

Testimonial

Support That Feels Like a Partnership

Erica Branz praised Keragon’s hands-on support throughout the implementation process. She highlighted how quickly the team responded to her practice’s needs, including building custom workflows to streamline operations. While she noted room for additional workflow options, she emphasized that the overall experience exceeded expectations.

“The support team is AMAZING! They helped us get set up quickly and even built custom workflows for our practice. We were live in about a month. I just wish there were even more workflows for the price! I highly recommend Keragon to any healthcare practice looking to improve efficiency and reduce administrative burdens.”

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Conclusion

What Makes Keragon the Right Fit for Healthcare Teams?

With Keragon, Branz Nutrition Counseling replaced manual admin work with simple, reliable automation. For outpatient clinics juggling multiple platforms, Keragon delivers not just automation, but peace of mind - and a support team that truly shows up.