Overview

Connecting Platforms Without Compromising PHI Security

Diabetes Care Partners (DCP) has helped people manage type 2 diabetes since 2003 through personalized, no-judgment education programs. As a chronic disease management organization, DCP relies on tight coordination between its scheduling and communication systems to keep patients on track with appointments.

Using Keragon, DCP connected Healthie with Retell to automate patient data syncing and appointment reminders, removing manual work while keeping sensitive data secure.

• Industry: Chronic Disease Management
• Specialty: Diabetes self-management education and support
• Pain points: Manual data duplication, time-sensitive backlogs, PHI security risk
• Vendors integrated: Healthie, Retell

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The Challenge

Manual Data Entry Slowed Down Time-Sensitive Work

Before Keragon, DCP's team manually added the same data from one platform to another every day. Since the work was time sensitive, any backlog delayed whatever needed to happen next.

The team also didn't want to download sensitive PHI files onto their computers, since keeping patient data secure was a priority.

Key Challenges:

• Duplicate manual data entry
• Delays from backlogs on time-sensitive tasks
• No safe way to move PHI between platforms

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The Solution

Syncing Data and Automating Reminder Calls

DCP turned to Keragon to automate patient data syncing between platforms, removing the need for manual entry entirely. The bigger win came from connecting Healthie's scheduling data with Retell, so automated reminder calls now go out based on each patient's appointment status, timed correctly whether an appointment is upcoming, canceled, or rescheduled.

It took about 4 weeks working with Keragon to fine-tune the workflow and get it live.

Key Automations:

• Patient data synced automatically between platforms
• Connected Healthie scheduling data with Retell to trigger reminder calls
• Timed reminders based on real-time appointment status

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Results

More Time & Fewer No-Shows

The automation now saves DCP's administrators 8 hours a week, time previously spent on manual data entry.

Beyond the time saved, reminder accuracy improved significantly. Patients no longer receive reminders for appointments that were already canceled or rescheduled, which has helped lower no-show rates and strengthen patient trust in the process.

Key Outcomes:

• Time Saved: 8 hours a week for administrators
• Error Reduction: Fewer incorrect reminders for canceled or rescheduled appointments
• Patient Experience: Lower no-show rates and higher patient satisfaction

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Testimonial

Support That Goes Above and Beyond

"Keragon's support is excellent. I once received support on a holiday, which exceeded my expectations. Most importantly, the automated integrations have saved our organization significant time and money. I highly recommend Keragon to organizations looking to integrate multiple platforms while maintaining HIPAA compliance."

Tony Song
CEO, Diabetes Care Partners

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Conclusion

Looking for a Secure Way to Connect Your Platforms?

Keragon helps organizations like Diabetes Care Partners sync data across tools and automate patient communication without putting PHI at risk. The mission: reduce admin burden without compromising security, so your team can stay focused on what matters most, patients.