Keragon Agents are here. AI teammates for healthcare ops.
Build yours in 5 min
Healthcare automation

Healthcare automation for every job your practice runs on

From scheduling and intake to billing, records and labs, Keragon runs the work between your systems on the tools you already use, with your team in control.

Trusted by healthcare teams across the US

Use Cases

What can you automate in healthcare?

Healthcare automation is software handling the repeatable work between your systems: the data entry, follow-ups, and handoffs around every patient visit. Pick the job where your team loses the most hours. Each one links to a dedicated page with example workflows.

before the visit

Appointment scheduling

Turn requests from web, phone and referrals into booked visits in your EHR.

Sync new bookings from web forms directly into your EHR

Send automated reminders before each appointment

Recover no-shows with smart rescheduling workflows

Agents

Appointment Reminder Agent
No-Show Recovery Specialist

Athenahealth

Athenahealth

Athenahealth

Athenahealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Healthie

Healthie

Healthie

Healthie
This is some text inside of a div block.
This is some text inside of a div block.
true

Nexhealth

Nexhealth

Nexhealth

Nexhealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling
This is some text inside of a div block.
This is some text inside of a div block.
true

Patient intake

Send the right forms the moment a booking lands, chase incomplete packets automatically.

Trigger intake forms automatically on booking confirmation

Chase incomplete packets with automated follow-ups

Sync completed forms directly into your EHR

Agents

Patient Intake Specialist
Intake Follow-Up Agent

Athenahealth

Athenahealth

Athenahealth

Athenahealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Healthie

Healthie

Healthie

Healthie
This is some text inside of a div block.
This is some text inside of a div block.
true

Nexhealth

Nexhealth

Nexhealth

Nexhealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling
This is some text inside of a div block.
This is some text inside of a div block.
true

Between Visits

Patient communication

Automate message sequences and symptom-based follow-ups across your patient base.

Send post-visit instructions and care summaries automatically

Trigger symptom-based follow-up sequences

Route urgent replies to the right care team member

Agents

Patient Communication Agent
Care Follow-Up Specialist

Athenahealth

Athenahealth

Athenahealth

Athenahealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Healthie

Healthie

Healthie

Healthie
This is some text inside of a div block.
This is some text inside of a div block.
true

Nexhealth

Nexhealth

Nexhealth

Nexhealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling
This is some text inside of a div block.
This is some text inside of a div block.
true

Labs & prescriptions

Track lab orders and route results to the right care team member automatically.

Monitor pending lab orders and flag overdue results

Notify patients when results are ready

Automate prescription refill requests and routing

Agents

Lab Results Agent
Prescription Refill Specialist

Athenahealth

Athenahealth

Athenahealth

Athenahealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Healthie

Healthie

Healthie

Healthie
This is some text inside of a div block.
This is some text inside of a div block.
true

Nexhealth

Nexhealth

Nexhealth

Nexhealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling
This is some text inside of a div block.
This is some text inside of a div block.
true

Behind the scenes

Billing & insurance

Automate coverage verification and prior-authorization workflows at scale.

Verify patient insurance eligibility before every visit

Submit prior-authorization requests automatically

Flag billing errors before claims are submitted

Agents

Insurance Verification Agent
Prior Auth Specialist

Athenahealth

Athenahealth

Athenahealth

Athenahealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Healthie

Healthie

Healthie

Healthie
This is some text inside of a div block.
This is some text inside of a div block.
true

Nexhealth

Nexhealth

Nexhealth

Nexhealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling
This is some text inside of a div block.
This is some text inside of a div block.
true

Patient records

Match incoming forms to patient charts and keep records synchronized across systems.

Match incoming forms to the correct patient chart automatically

Sync records across your EHR and practice management tools

Flag duplicate or conflicting records for review

Agents

Chart Sync Agent
Records Reconciliation Specialist

Athenahealth

Athenahealth

Athenahealth

Athenahealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Healthie

Healthie

Healthie

Healthie
This is some text inside of a div block.
This is some text inside of a div block.
true

Nexhealth

Nexhealth

Nexhealth

Nexhealth
This is some text inside of a div block.
This is some text inside of a div block.
true

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling

Acuity Scheduling
This is some text inside of a div block.
This is some text inside of a div block.
true
Across every use case

The work that runs through every use case

Alerts, routing, and reporting are not separate use cases. They run inside every workflow you automate.

Team Collaboration

Improve patient safety with real-time critical event notifications
Sync communications for 360-degree patient view
Synchronize operational & clinical task management
Accelerate new patient onboarding by routing to the right team

Analytics & reporting

Stream live patient intake to dashboard
Generate weekly provider hours report
Log payment events to revenue tracker
Sync CRM updates into ops dashboard
ROI Calculator

Discover your savings with Keragon

Pick a workflow, adjust the assumptions, and see weekly hours saved and cost impact.

Workflow
8
Hours saved per week
$762
Money saved per month
$9,145
Annual savings

Defaults are based on Keragon customer case studies and conservative industry benchmarks. Adjust to match your workflow. Results are estimates.

By specialty

Built for how your specialty runs

The same automations, tuned to the systems and workflows of your field.

Mental & behavioral health

For solo therapists, group practices and behavioral health organizations.

Dental

For dental practices, group practices and DSOs.

Med spa & aesthetics

For med spas, aesthetics clinics and wellness practices.

FAQ

Billing & insurance questions, answered

What is medical billing automation?

Medical billing automation is software that runs the administrative work around billing and insurance: it checks coverage before the visit, collects and routes prior authorization documents, tracks claim and payment events across systems, alerts your team to exceptions, and keeps patients informed from confirmed balances. Keragon does this across the systems you already use, with 300+ HIPAA-compliant integrations and AI teammates that handle the follow-up. It is not a clearinghouse or a billing service: your billing system stays the system of record.

What is automated insurance eligibility verification?

Automated insurance eligibility verification is a workflow that checks a patient's coverage through payer-connected services before the visit, records the response, and routes problems to your team. Keragon runs these checks through supported tools like pVerify, Availity, Stedi and Nirvana, on a schedule or for the whole week's calendar at once, and writes the result where your team works. The response is a point-in-time status, so anything ambiguous goes to a person, not to a guess.

Can Keragon verify the whole week's schedule in batches?

Yes. A recurring workflow pulls the upcoming schedule from your EHR or PM system, runs an eligibility check for each visit through your connected verification service, files each response, and opens tickets only for the exceptions. Your team reviews a short exception list instead of checking every patient by hand.

Is real-time insurance verification actually real time?

When a check runs through an eligibility API like pVerify or Availity, the payer responds in seconds, so the check itself is real time. What Keragon adds is everything around it: triggering the check at booking or before the visit, recording the response with its timestamp, and routing failures. Where a system only supports scheduled polling, we say so, and the workflow runs on a cadence instead.

Is Keragon billing software or a billing service?

Neither. Keragon is the automation layer that runs across the billing tools and people you already have. Your EHR or practice management system stays the financial system of record, your clearinghouse keeps moving the claims, and your billers keep the judgment calls. Keragon automates the handoffs between them and routes exceptions to the right owner.

Does Keragon replace my EHR, my clearinghouse or my biller?

No. It connects them. Claims still live in your billing system and still travel through your clearinghouse. Keragon moves approved data and tasks around those systems: eligibility results to the chart, prior-auth documents to the right folder, payment events to your CRM, and exceptions to a queue with an owner and a deadline. The current integration list is at keragon.com/all-integrations.

Can it check insurance eligibility and benefits?

Yes. Keragon runs supported eligibility checks through tools like pVerify, Availity, Stedi and Nirvana days before the visit, records the response and its timestamp, and routes exceptions to your team. An eligibility response is a status at a point in time, not a coverage or payment guarantee, so benefits questions follow your review policy.

Can it automate prior authorization?

It automates the workflow around prior authorization: detecting that an authorization is needed, collecting and filing documents, creating supported requests, watching status and escalating what stalls. Medical-necessity decisions stay with clinicians and payers. Keragon never makes them.

Can it submit claims or post payments?

Through supported connectors, yes, with controls. athenahealth exposes claim creation, Availity exposes claim and service-review actions, and AdvancedMD can apply a payment to a charge. Availability depends on your exact system and permissions, and consequential writes run with validation and an approval step, verified against your account before going live.

Will it eliminate denials?

No tool can promise that, and some denials are the payer's error rather than yours. What automation does: catches missing or inconsistent data before it becomes a claim, routes rejections and denials to an owner with the payer response attached, tracks deadlines, and shows the recurring root causes so you can fix the process instead of the same claim.

Is it HIPAA-compliant to automate billing workflows?

Yes, when every link in the chain is covered by a BAA, including the automation layer itself. Keragon is HIPAA-compliant and SOC 2 Type II audited, data is encrypted in transit and at rest, and a BAA is included on every paid plan. General-purpose tools like Zapier don't offer a BAA, so patient data in them is a compliance risk. Every action is written to an audit log your team can review.

Can we take patient payments without expanding our compliance risk?

Yes, with the right architecture. Stripe and Square don't sign BAAs, so Keragon workflows keep PHI out of the payment processor: the processor moves tokenized payments, the medical context stays in your BAA-covered systems, and the two are joined by an opaque ID. Card handling also carries its own PCI obligations, which are separate from HIPAA.

What happens when a workflow hits something it can't decide?

It stops and routes. An unmatched payment, an ambiguous eligibility response or an unusual amount becomes an exception with the evidence attached, an owner and a deadline. Consequential actions like posting an adjustment or refunding a payment wait for the role you authorize. Nothing consequential happens silently.

FAQ

Got questions ?

What is healthcare automation?

Healthcare automation is software handling the repeatable administrative work around patient care: moving data between systems, sending follow-ups, and routing tasks to the right person. It replaces manual processes but not clinical judgment.

What can you automate in a healthcare practice?

Practices commonly automate appointment scheduling, patient intake, patient communication, billing and insurance, patient records, and labs and prescriptions—covering handoffs between EHR and surrounding tools.

Does Keragon work with my EHR?

Keragon maintains 300+ integrations with EHRs and healthcare software, including Athenahealth, eClinicalWorks, DrChrono, Elation, Healthie, and Open Dental. A universal REST API connector also links compatible tools.

Do we need developers to build these automations?

No. Workflows use no-code design with plain English descriptions. Most teams set up their first automation in under 45 minutes, with Keragon support available for custom needs.

Where should we start?

Begin with your highest time-loss workflow, typically scheduling reminders or intake data entry. Connect your EHR and launch one workflow using dedicated use-case pages.

Is Keragon HIPAA-compliant?

Yes. The platform signs Business Associate Agreements, undergoes SOC 2 Type II and HIPAA audits, and uses AES-256 encryption at rest and in transit.

What security measures does Keragon use?

External SOC 2 Type II and HIPAA audits, AES-256 encryption, strict access controls with 7-day data retention, single sign-on, 2FA logins, and comprehensive audit trails.

Do AI features see patient data?

AI models in Keragon operate under a Business Associate Agreement with zero data retention. Clinical or urgent matters route to your team for review.

Built for healthcare intake

Every patient ready before they arrive.

Start with one form and one EHR workflow. Keep your systems, keep your team in control.

14-day free trial · no credit card · cancel anytime

Hipaa compliantSOC 2 Compliant