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Use case · Medical billing

Medical billing automation that keeps revenue moving

Coverage checked and recorded before the visit. Prior-auth documents chased until they're filed. Payment events synced to every system they touch, and exceptions routed to an owner. Keragon runs the billing handoffs on the systems you already use, with your team in control.

Trusted by healthcare teams across the US

Why practices automate billing & insurance

Billing still runs on payer portals and re-typing

61%
of practices had staff working in seven or more payer portals every week

MGMA Stat poll of 252 medical groups, March 2026
13 hrs
of physician and staff time spent on prior authorization, every week

AMA survey of 1,000 physicians, 2025
11.8%
of claims are denied on first submission, up from 10.2% in 2020

Kodiak Solutions benchmarking of 2,300+ hospitals, 2024
The AI teammates

The agents that run the front end of billing

Three specialists from the Keragon Agents roster run financial clearance end to end, and financial decisions always stay with your team.
Patient Intake Specialist

Clean insurance capture, so claims start clean

Card on file
Collects demographics, insurance details and card images with the intake packet
Files member IDs and payer details to the chart as structured fields, duplicates flagged
Chases missing card backs and member IDs before they become claim rejections
Hands complete insurance data to the eligibility check the moment it lands
Pre-Visit Prep Specialist

Financial clearance done before the patient arrives

Anything holding up tomorrow's visits?
Two auth documents outstanding, both chased
Assembles coverage, authorizations and documents due before each visit
Self-pay and out-of-network cases flagged for your cost-estimate workflow
Gaps flagged to your team the day before, with time to fix them
Anything clinical routes to your clinicians, never to the agent
Insurance Verification Specialist

Coverage checked and the chart updated before arrival

M
T
W
T
F
Verified
Runs supported eligibility checks days before the visit, through tools like pVerify and Availity
Surfaces missing, inactive or out-of-network coverage as exceptions, with the payer response attached
Writes the status and timestamp to the chart and logs every check
Treats a response as a status, not a promise: benefits questions follow your review policy

Coverage verified, but the visit never happens? The No-Show Recovery Specialist chases missed visits until they rebook, so cleared coverage turns into kept appointments and billable visits. Same platform, same guardrails, same audit log.

Explore the no-show recovery agent ›
USE CASES

Common billing & insurance workflows we automate

Beyond the core agents, the billing jobs practices hand to Keragon first.

Failed payments surfaced instantly

A failed charge in Stripe, Square or your EHR’s billing module logs to your finance ledger and alerts billing to retry or escalate.

Payments

Self-pay flagged at eligibility

An eligibility response showing self-pay or out-of-network tags the patient record and alerts billing for your cost-estimate workflow.

Eligibility

Payment confirmations, synced everywhere

A successful payment updates the patient record in your EHR or CRM, notifies your team, and closes the loop with a confirmation to the patient.

Payments

Prior-auth documents, filed and flagged

Insurance cards and lab orders from your intake portal are filed to a structured folder, and your prior-auth team is notified with a direct link.

Prior auth

Benefits results to patients and teams

A completed benefits verification sends coverage results to the patient by email or SMS and notifies the care team in your internal chat.

Verification

Pre-visit eligibility tickets

An intake form passes demographics to your eligibility service; confirmed coverage opens a ticket with the verified benefits attached, ready to book.

Eligibility
CUSTOMER testimonials

Fewer billing calls. Revenue that moves without the phone tag.

Keragon helps you grow your practice.

"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."

Joey Young

President, Renew Hope and Healing

Keragon is a HIPAA-compliant alternative to Zapier.

“We used Zapier for many of our integrations, but when it came to working with protected health information we had to find a different solution. Keragon has filled that gap really well! Their team has been great to work with and super helpful in getting our integrations up and running!”

Mark Callahan

Head of Engineering, BreatheSuite

I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo

Owner, Diabetes DME

Keragon improves your operational efficiency.

“We’re thrilled to share how Keragon is integral to the success of A Smile for Kids and the safety of our patients’ data. This is especially evident as different, internal ASK systems exchange HIPAA protected information. By using Keragon as a trusted integration platform, we have enhanced our operational efficiency and safeguarded patient data at the highest level!”

Christian Moller-Andersen

Executive Director, A Smile for Kids

Keragon will support you all the way.

“And THANK YOU so much for looking into our zip code issue! It worked! That was a simple fix and now we’re having no problems automating customer creation. I can’t thank you enough for the time and support - we’re absolutely thrilled with how our systems are operating with Keragon. It has truly been a game changer!”

Will McGabe

Director of Social Impact, Hungry Harvest

Keragon is like Zapier for your health care business - only WAY better

“Keragon's support is next level. They take the time to build the connectors and really think through everything with us in a considerate, professional way. We chose our 2.0 tech stack based on software that play nice with Keragon, and that was a really good idea. I feel excited because we now can constantly incrementally improve our operations, and Keragon is the behind the scenes driver of that growth!”

Kevin Bundy

CEO, Alive IV and Wellness

Very easy to use and powerful!

“Keragon is great, but the support is even better. Support is incredibly fast, and you can jump on screen shares for help when needed - this is unheard of. I would highly recommend Keragon for any healthcare organization, big or small, that is looking to connect their systems and automate their workflows using a very intuitive yet super powerful solution. ”

Lesley Van De Mortel

CEO, Lez Van De Mortel Ltd

HIPAA Compliant Zapier & More!

“I like how easy it is to build complex EMR integrations with Aesthetix CRM. Using the Keragon connectors, we have now integrated multiple EMRs, including ModMed. We are excited about the future of building HIPAA-compliant integrations for our customers with Keragon.”

Eric Dunn

CEO, Aesthetix CRM

Huge time saver

“We use a few different systems which leads to a lot of repeating the same steps in each platform. Keragon automated a lot of this for us. Now we can enter information in one place and it will update/add in every platform. The Keragon setup is not easy, but the support is great. I'd highly recommend to practices who use different platforms for patient care.”

Andrew Housholder

MD/Owner, The Morning Sickness Clinic

Fast Scaling Startup Nails Healthcare Automations

“Keragon successfully recreates a similar UI/UX and workflow to other top automation platforms like Zapier and IFTTT. The key difference is that it's one of the few that is HIPAA compliant across a wide range of tools. The team there has done a great job prioritizing the right features. As an automations consultant, I'm able to create the majority of the workflows I need, and find reasonable workarounds (such as using webhooks) to create the rest of them.”

Alvin Liang

Automations Specialist, Integrative NPS
Safety & compliance

Built to run the handoffs, never to make financial calls

Keragon Agents run the busywork: check, chase, file, route. Anything clinical, ambiguous or consequential routes to your team. They never choose a code, decide medical necessity, or write off a balance.
Standard, on every plan

HIPAA handling and a BAA included

HIPAA-compliant data handling, BAA on every paid plan
SOC 2 Type II audited
Encryption in transit and at rest
Audit log on every agent action
Billing-specific

PHI stays out of the payment processor

A BAA on every link in the chain. Your EHR, the automation layer, your eligibility tools: Keragon connects HIPAA-capable tools under a BAA and is covered by one itself. No PHI through tools that will not sign.
PHI stays out of the payment processor. Stripe and Square move tokenized payments, never medical context. Clinical detail stays in your BAA-covered systems, joined by an opaque ID.
Consequential writes wait for a person. Claims, postings, adjustments and refunds stop for the role you authorize, with an audit log of every action.
Who it's for

Built for every billing setup, from solo practices to groups

Solo practice or multi-location group, the flow is the same: coverage checked, documents chased, exceptions owned, systems in sync. Keragon runs it on the EHR and billing tools you already use, in-house or with a billing partner.
Behavioral & mental health
Dental
Med spa & aesthetics
Primary care
Urgent care
Telehealth
Physical therapy
Multi-location groups
Solo practices
Digital health startups
How it works

Billing handoffs on autopilot, from booked to paid

Describe the job and Keragon runs it end to end, connected to your EHR, eligibility, payments and messaging, HIPAA-compliant, even after hours.

Step 1 · Describe the job in plain English
Tell Keragon what you want, the way you would tell a teammate.
"When an eligibility response comes back inactive or out-of-network, tag the chart, open a task for billing, and flag the visit for review before the patient arrives."
Step 2 · Connect your systems
Connect your EHR, eligibility, payments and messaging.
Keragon works across the tools you already run, so coverage, payments and records stay in sync without re-typing.
Step 3 · Set the guardrails
Approved actions, financial approval points, quiet hours.
You set what Agents may do, which writes wait for approval, and what routes to a person.
Step 4 · Test with sample data, then go live
Go live when the test run looks right.
Try it on sample data first. Every action is logged for HIPAA audit, and you can adjust anytime in plain English.
Integrations

Connect your EHR, your billing rails, and everything between them.

300+ HIPAA-compliant integrations across your EHR, eligibility, payments, accounting and messaging. Keep the systems you chose; automate the handoffs between them.

For groups & multi-location practices

Standardizing billing across a multi-location group?

One billing standard across locations. Every visit gets the same coverage checks, the same document chase and the same exception rules, whichever location it books.
Location-aware payers and rules. Per-location payer quirks and rules, encoded once and applied automatically.
The same bounded workflow, deployed per location. Roll a proven billing flow out site by site, with local rules where they differ.
An audit trail for every Agent action. One compliance story for the whole group, reviewable at any time.

Bring your group’s billing to a working session

Thirty minutes with your actual systems and your messiest billing flow. You leave with it mapped, not a slide deck.
Try it yourself

What would you like to automate in your billing process?

Pick a common job or describe your own. The AI consultant maps the workflow across your systems before you sign up.

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Alert my billing team when a payment fails in Stripe or my EHR

Alert my billing team when a payment fails in Stripe or my EHR

Flag self-pay and out-of-network patients for a cost estimate

Flag self-pay and out-of-network patients for a cost estimate

Route prior-auth documents to my authorization team with a direct link

Route prior-auth documents to my authorization team with a direct link

Check insurance eligibility days before the appointment

Check insurance eligibility days before the appointment

Open a ticket with verified benefits when coverage is confirmed

Open a ticket with verified benefits when coverage is confirmed

Notify patients and my care team when benefits verification completes

Notify patients and my care team when benefits verification completes

Update my EHR and CRM when a payment succeeds

Update my EHR and CRM when a payment succeeds

Send patients a confirmation when an invoice is paid

Send patients a confirmation when an invoice is paid

Log failed charges in my finance ledger and escalate unresolved ones

Log failed charges in my finance ledger and escalate unresolved ones

WHAT CHANGES

Billing & insurance, before and after Keragon

The same week, run two ways.
Before Keragon
Eligibility checked at check-in, in whichever payer portal has the answer
Failed payments sit unnoticed until the statement run
Prior-auth documents live in downloads folders and inboxes
The same denial gets fixed claim by claim, and nobody sees the pattern
After Keragon
Coverage checked and recorded days early, exceptions routed in time to fix
A failed charge alerts billing the moment it happens, with the record attached
Auth documents filed to one place, the team notified with a direct link
Payment events update every system, and your team works exceptions, not portals
When practices stop running billing handoffs by hand:
A biller resigns
Payer rules change mid-quarter
Adding a location

See your own before and after. Put your appointment volume into the calculator, and see what exception-based billing gives back.

Estimate what automated billing is worth ›
Where Keragon fits

Medical billing software works the claim. Automation works everything around it.

Keragon doesn’t replace your billing system, your clearinghouse or your biller. It runs the handoffs between them.
 By handA billing tool on its ownYour billing stack + Keragon
Checking coverageA payer portal per plan, checked at check-inEligibility inside the tool's own wallsChecked days early, written to the chart, exceptions routed
Failed paymentsFound at the statement runA report you remember to openAn instant alert with the record attached, retried or escalated
Prior-auth documentsDownloads folders and inboxesThe tool's own queueFiled to one place, the team notified with a direct link
The compliance chainPaper handling riskTheir BAA covers their appA BAA across the automation layer and every connected step
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.

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.

Built for healthcare billing

Every exception worked before it becomes a denial.

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

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

Hipaa compliantSOC 2 Compliant