Overview

Powering Healthcare Integrations for a Marketing Agency

Jack Pine is a marketing agency with 20 employees that recently expanded into healthcare services. As part of a new offering, the team needed a way to securely connect their internal software to a client’s EHR system. Manual data entry wasn’t scalable, and a reliable integration was essential to keep things efficient for the clinic staff.
COO Tyler Angel partnered with Keragon to bridge this gap - focusing on secure patient creation and EHR syncing.

Industry: Marketing / Healthcare Services
Specialty: Marketing for Healthcare Clients
Size: 20 employees
Pain points: Lack of EHR connection, manual patient creation, workflow errors
Vendors integrated: DrChrono

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The Challenge

Missing EHR Connection for a New Service Offering

As Jack Pine launched a healthcare-focused service, they faced a key challenge: connecting their software with a client’s EHR system. There was no existing integration, and manual work wasn’t sustainable. They needed a secure, scalable connection to support medical offices and deliver a better onboarding experience for patients.

Key Challenges:

(1) No existing integration between systems

(2) Manual patient creation slowing down processes

(3) Workflow errors creating friction for users

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The Solution

Enabling Patient Creation and EHR Integration

Keragon helped Jack Pine set up an automated workflow to create new patient records inside DrChrono. While they initially aimed to automate scheduling too, it only worked in one direction, and other workflows faced issues even with support. Still, the patient creation flow provided a time-saving solution for their client’s medical office.

Setup was relatively simple, and the Keragon platform allowed for quick implementation - going live within a few hours.

Key Automations:

• Automated new patient creation in DrChrono
• Attempted scheduling sync
• Secure data connection between Jack Pine’s software and the EHR

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Results

Time Savings for Clinics, Foundation for Future Services

While there wasn’t a way to measure time saved internally, Keragon’s patient creation automation saved 2–3 minutes per new patient for the client’s medical office - a valuable improvement for front desk staff and intake workflows.

Key Outcomes

(a) Time Saved: 2–3 minutes per new patient created

(b) Operational Simplicity: Easier intake experience for medical office staff

(c) Foundation for: Secure EHR integration in a new service offering

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Testimonial

Secure Connection, Room to Grow

Tyler Angel, COO at Jack Pine Media, shared that Keragon’s promise of a secure EHR connection was what first stood out. While the setup was fast and the platform straightforward, some workflow limitations and connection issues made the experience mixed overall though.
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“The promise of a secure connection to our software and the EHR was what we needed. Setup only took a few minutes or hours. But we ran into several issues with some connections not working and were disappointed in the limited options available.”

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Conclusion

Need to Connect to a Medical EHR?

For marketing and service teams looking to support healthcare clients, Keragon offers a fast and secure way to set up basic EHR integrations. While not all workflows may fit every use case, Keragon can provide a time-saving starting point - helping agencies like Jack Pine build new healthcare offerings with minimal technical overhead.

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