Overview

Automating Healthcare with Keragon

Women’s Mental Health Specialists, a clinic with five employees serving over 1,000 patients, faced inefficiencies in managing patient referrals and data transfers across multiple platforms. Alvin Liang, Automations Consultant at Docugrow.io, partnered with Keragon to streamline these workflows and eliminate the risk of human error, administrative burdens, and delayed responses.

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Industry: Healthcare

Specialty: Mental Health (Women’s Health)

Size: 5 employees, 1,000 patients

Pain points: Managing patient referrals, data transfers across multiple platforms, administrative burdens, delayed responses

Vendors integrated: AthenaHealth, Jotform & Spruce Health

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The Challenge

Manual Processes & Risks

Before Keragon, patient data at Women’s Mental Health Specialists was managed manually, using email platforms like Gmail and other external tools such as Spruce Health and AthenaHealth. The process was time-consuming, prone to human error, and resulted in delays. Referrals from third-party sites were sometimes missed, putting both patient are and business operations at risk.

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‍‍‍Key Challenges:

(1) Time-consuming administrative tasks
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(2) Risk of data errors
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(3) Delayed responses to patient referrals

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The Solution

Automating Patient Intake & Data Transfers

Using Keragon, Alvin Liang implemented a series of automations focused on streamlining patient intake and data management. The most impactful automation involved linking referral sources like PsychologyToday to their CRM, ensuring that patient data was automatically transferred, emails were sent, and progress was tracked efficiently.

Keragon’s integration with Jotform and AthenaHealth was game-changing, saving their virtual team hours of manual work. The automated process has provided a more user-friendly experience for both staff and patients, all while securely transferring sensitive data.

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‍Key Automations:

(a) Automated patient intake from referral sources
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(b) Jotform-to-AthenaHealth integration for seamless data management
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(c) Scheduling and data tracking automations
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(d) Data analytics and reporting workflows for strategic decision-making

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Results

Increased Efficiency and Revenue Growth

Keragon helped Women’s Mental Health Specialists save an average of 5 hours per week, contributing to a 15% increase in revenue. The leadership team gained deeper insights into business operations, while the virtual connections team experienced significantly reduced workloads. Notably, the patient care process remained consistent, ensuring no disruptions in their day-to-day operations.

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‍Key Outcomes

(1) Time Saved: 5 hours per week
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(2) Revenue Increase: 15%
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(3) Improved Efficiency: Leadership team gained clearer insights, virtual team workload reduced

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Testimonial

A Partnership Beyond Automation

Alvin Liang highlights the exceptional support provided by Keragon’s team throughout the implementation process. He emphasized the team’s remarkable responsiveness to feedback and swift implementation of updates, noting that their dedication more than compensates for any features that may still be in development.

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“It truly feels like we’ve found a partner in building our business, not just a tool.”

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Conclusion

Why Choose Keragon for Healthcare Automation?

Keragon empowers healthcare providers like Women’s Mental Health Specialists to automate complex workflows while maintaining HIPAA compliance. Its user-friendly interface, combined with expert support, allows healthcare professionals to focus on patient care instead of manual data tasks. For organizations looking to streamline operations and scale effectively, Keragon stands out as the HIPAA-compliant alternative to Zapier.