Keragon Helps Cassia Optimal Health Automate Patient Data Sync from Day One
Keragon helped Cassia Optimal Health sync patient data across platforms automatically - saving staff time and creating smoother experiences for patients right from the start.
250+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
Cassia Optimal Health is a primary care and wellness practice based in Atlanta, founded by Dr. Zazi Nylander, a double board-certified physician in Family and Obesity Medicine. The practice offers direct primary care, weight management, nutrition optimization, and hormone balancing. With a focus on personalized, patient-centered care, Cassia provides membership-based healthcare designed to build long-term wellness partnerships.
Family & Obesity Medicine
“Great customer support. Very flexible. They developed a payment plan specifically for my practice that made sense. It didn’t take long at all to go live - very efficient, with lots of checkpoints along the way.”
Overview
Automating Patient Data Sync from Day One
Cassia Optimal Health, a growing family medicine and obesity care clinic, launched with a lean team and big goals. As a startup, they faced the challenge of building efficient systems from scratch - without adding unnecessary administrative overhead. With Keragon, the clinic was able to automate patient data syncing from the beginning, allowing the physician and staff to focus on care delivery instead of manual data entry.
Industry: Healthcare
Specialty: Family & Obesity Medicine, Primary Care
Size: 3 employees, 3 contractors
Pain points: No automation setup, risk of manual entry workload
The Challenge
Manual Workload Risk in a Startup Clinic
As a newly launched practice, Cassia Optimal Health had no pre-existing process for managing data across systems. Without automation, their small team would have had to manually transfer patient data between platforms - creating unnecessary admin work and increasing the risk of delays or errors.
Key Challenges:
(1) No existing workflow to manage patient data
(2) Time-consuming manual processes
(3) Potential admin burden on a small team
The Solution
Syncing Patient Data with Ease
Keragon made it possible for Cassia Optimal Health to automatically sync patient data between systems, eliminating the need for manual input. The platform was quick to set up, and the support team worked closely with the clinic to ensure everything ran smoothly from day one.
Key Automations:
- Patient data syncing between platforms
- Customized support and onboarding experience
Results
Efficient Staff, Happier Patients
Although the clinic didn’t report specific time savings, automating patient data syncing with Keragon helped boost internal efficiency and reduced the workload on staff. That freed up time and focus for what matters most: delivering better patient care.
Key Outcomes:
(a) Increased staff efficiency
(b) Smoother patient experience
(c) Reliable support and fast implementation
Testimonial
Support That Goes the Extra Mile
Dr. Zazi Nylander, physician & owner, highlighted Keragon’s flexibility and customer care, sharing how the support team not only helped implement automations quickly but also worked out a custom payment plan tailored to the clinic’s needs.
“Great customer support. Very flexible. They developed a payment plan specifically for my practice that made sense. It didn’t take long at all to go live - very efficient, with lots of checkpoints along the way.”
Conclusion
Starting Strong with Automated Workflows
For small and growing practices like Cassia Optimal Health, building strong systems from day one is essential. Keragon offers healthcare teams a way to automate securely, scale efficiently, and focus on care - not copy-pasting data across tools.
