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Use case · Patient communication

Patient communication automation that doesn't stop at sent. It stops at resolved.

The right message the moment something changes in a patient's journey. Replies read, routed and resolved by an owner. Every outcome written back to your EHR, and follow-ups that stop when the job is done. Keragon runs it on the systems you already use, with your team in control.

Trusted by healthcare teams across the US

Why practices automate communication

Patient messages keep growing. The team answering them isn't

2.5x
more portal messages per patient in 2025 than in 2020, on top of visits rather than instead of them

JAMA, Epic Cosmos data from 2,067 hospitals
70%
of medical groups saw patient portal message volume rise again in 2024

MGMA Stat poll of 223 medical groups, January 2025
40%
higher probability of clinician burnout when system-generated inbox volume runs above average

Health Affairs, Tai-Seale et al., 2019
The AI teammates

The agents that run patient communication

Three specialists from the Keragon Agents roster run the job end to end, and clinical review always stays with your team.

New Patient Acquisition Agent

Every new patient welcomed, every inquiry answered

Welcome sent
Sends the welcome message with next steps the moment a new patient record lands
Answers website and ad inquiries from approved templates, in the patient's language
Routes questions to your front desk with the full context attached
Logs every message to the patient's record, duplicates flagged
Pre-Visit Prep Specialist

Every visit walks in prepared

Anything unconfirmed for tomorrow's visits?
Two instructions unopened, both re-sent
Sends visit instructions, directions and prep by visit type
Delivered in the patient's preferred channel and language
Flags unreached patients to your front desk the day before, with time to fix it
Anything clinical routes to your clinicians, never to the agent
No-Show Recovery Specialist

Every missed visit followed up until it's resolved

M
T
W
T
F
Rebooked
Reaches out after a missed visit, through the patient's preferred channel
Reads the reply: reschedule requests route to booking, questions to your team
Stops the sequence the moment the patient rebooks or opts out
Writes the outcome back to your EHR and logs every touch

What about appointment reminders? Reminders live on the scheduling side, but their replies land here. The Appointment Reminder Agent confirms, reschedules and hands anything unexpected to your team. Same platform, same guardrails, same audit log.

Explore the reminder agent ›
USE CASES

Common patient communication workflows we automate

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

Welcome SMS to new patients

A new patient record syncs from your EHR, and a welcome text with instructions goes out on the spot.

Welcome

Post-visit check-in SMS

The visit is marked complete in your EHR, and a thank-you text with a survey link follows.

Post-visit

Team alerts for new patients

A new patient record notifies billing, scheduling and onboarding in your messaging platform.

Team handoff

Symptom-based follow-up alerts

A flagged condition in notes triggers a targeted text with refill instructions or a scheduling link.

Follow-up

Missed call to a text conversation

A missed call or voicemail triggers a text back to the patient, and the reply routes to the right team.

Missed calls

Recall outreach that listens

Recall and care-gap messages go out on your rules, and every reply lands with an owner instead of a dead end.

Recall
CUSTOMER testimonials

Fewer lost replies. More patients answered and resolved.

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 messages, never to make clinical calls

Keragon Agents run the messages: send, listen, route, log. Anything clinical, ambiguous or urgent routes to your team. They never answer a medical question, interpret a result, or decide what an unclear reply means.

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
COMMUNICATION-specific

Messages are handled like the PHI they carry

A BAA on every link in the chain. Your messaging tools, the automation layer, your EHR: Keragon connects HIPAA-capable tools under a BAA and is covered by one itself. No PHI through tools that will not sign.
The channel fits the content. Minimum-necessary details by text, clinical detail through secure channels, and confidential-channel requests honored, with an audit log of every send, reply and write.
Replies are routed, never diagnosed. An unexpected or urgent reply goes to a person on your team, with the context attached. Agents move messages; your clinicians make the calls.
Who it's for

Built for every communication flow, from solo practices to groups

Solo practice or multiple locations, the loop is the same: the event triggers the message, the reply finds its owner, the record gets updated. Keragon runs it on the EHR you already use.

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

Patient intake on autopilot, from booked to ready

Describe the job and Keragon runs it end to end, connected to your EHR, forms, e-signature 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 a new patient books, send the intake packet, remind them every two days, and tell the front desk if it is not done 24 hours before the visit."
Step 2 · Connect your systems
Connect your EHR, forms, e-signature, eligibility and messaging.
Keragon works across the tools you already run, so messages, replies and records stay in sync without re-typing.
Step 3 · Set the guardrails
Approved templates, clinical routing, quiet hours.
You set what Agents may send, what routes to a person, and when reminders are allowed to go out.
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, and everything around it.

300+ HIPAA-compliant integrations across 30+ EHRs, scheduling, billing, and communications. If there’s an API in healthcare, we can connect it.

For groups & multi-location practices

Standardizing intake across a multi-location group?

One communication standard across locations. Every patient gets the same templates, the same routing and the same follow-up, whichever location they visit.
Location-aware queues and hours. Per-location owners, quiet hours and escalation rules, applied automatically.
The same bounded workflow, deployed per location. Roll a proven communication 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 communication to a working session

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

What would you like to automate in your patient communication?

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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Send a welcome text with instructions when a new patient is added

Send a welcome text with instructions when a new patient is added

Send a thank-you text and survey link when a visit is completed

Send a thank-you text and survey link when a visit is completed

Text a scheduling link when a chart note flags a follow-up need

Text a scheduling link when a chart note flags a follow-up need

Create the patient in my CRM when they're added to my EHR

Create the patient in my CRM when they're added to my EHR

Standardize phone numbers and addresses across my systems

Standardize phone numbers and addresses across my systems

Update every tool's patient record when an interaction is logged

Update every tool's patient record when an interaction is logged

Notify billing and scheduling when a new patient record is created

Notify billing and scheduling when a new patient record is created

Route new inquiries to the right team member with the context attached

Route new inquiries to the right team member with the context attached

Alert the care team by secure message when a critical result is flagged

Alert the care team by secure message when a critical result is flagged

WHAT CHANGES

Patient communication, before and after Keragon

The same week, run two ways.

Before Keragon
Messages go out, and the replies land in an inbox nobody owns
The front desk re-types the same message into the EHR, the phone log and the CRM
Outreach keeps firing after the patient cancels, and trust erodes with each send
After-hours messages pile onto clinicians, off the clock and off the record
After Keragon
The right message goes out the moment the patient's status changes
Every reply is read, classified and routed to a named owner
Wrong numbers, failed sends and urgent replies queue for a person, in time to act
The outcome is written back once, and the follow-up stops itself
When practices stop running communication by hand:
Front-desk turnover
A recall campaign that would swamp the phones
Adding a texting line or a location

See your own before and after. Put your message and call volume into the calculator, and see what owned-and-resolved communication gives back.

Estimate what automated communication is worth ›
Where Keragon fits

Patient communication software sends. Automation resolves.

Keragon doesn't replace your messaging tool or your EHR. It runs the loop across them.

 By handA messaging tool on its ownYour communication stack + Keragon
Getting the message outPhone tag and sticky notesA blast from one tool's dashboardTriggered by the patient event, in the patient's channel and language
The replyA voicemail, eventuallyLands in the tool's inbox, unassignedRead, classified and routed to an owner, on your rules
Where the outcome landsA sticky note, if anywhereThe tool's thread, invisible to the EHRThe permitted status or note, written back to your EHR
The compliance chainPersonal phones and guessworkTheir BAA covers their appA BAA across the automation layer and every connected step
FAQ

Patient communication questions, answered

What is patient communication automation?

Patient communication automation is software that runs the loop between a patient event and a resolved conversation: it sends the right message when something changes (a visit completed, a result ready, a balance due), honors each patient's channel and language preferences, routes the replies to the right person, and writes the outcome back to the chart. Keragon does this across the systems you already use, with 300+ HIPAA-compliant integrations and AI teammates that handle the routing and follow-up.

Can patients reply to automated messages?

Yes, and that is the point. Patients treat automated texts as conversations: they ask questions, correct details and try to reschedule. Keragon captures replies through your connected phone and messaging tools, classifies them, and routes each one to a queue your team owns. Nothing waits in an inbox nobody watches.

What happens when a reply is clinical or urgent?

It goes to a person, immediately. You define the routing: clinical content to your clinical queue, urgent language escalated on the channel your team actually watches, everything logged. Agents never answer medical questions or decide what an ambiguous reply means, and no text or email channel is presented to patients as an emergency pathway.

Does Keragon replace my EHR portal or messaging platform?

No. Your EHR stays the source of truth and your messaging tools keep doing what they're good at. Keragon is the automation layer across them: it triggers messages from EHR events, moves replies to the right owner, and writes outcomes back. Tools like Spruce Health, Twilio, RingCentral and Paubox are integrations we work with, not products we replace.

Can Keragon use our existing phone, text and email tools?

Yes. Keragon connects 300+ healthcare tools, including Spruce Health, Twilio, RingCentral, Dialpad, Paubox, Textline, Gmail and Outlook on the communication side, and EHRs like Healthie, Athenahealth, AdvancedMD, Elation and DrChrono. The current list is at keragon.com/all-integrations.

Can messages and outcomes be written back to the EHR?

Where the system supports it, yes. Keragon writes the permitted status, note or task back to the chart when the action completes: chat messages in Healthie, message threads in Elation, patient messages in DrChrono, and notes or tasks elsewhere. Where a system doesn't expose write-back, the outcome routes to your team and the record is updated by the person who owns it.

Does AI message patients without review?

No. Agents work within boundaries you set: approved templates, allowed fields, quiet hours, and defined escalation. AI can pick the right template, draft administrative text, classify a reply and recommend routing, and you decide which of those steps need a human sign-off. Clinical judgment always stays with your team.

Is Keragon HIPAA-compliant, and do we get a BAA?

Yes. 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. Every agent action is written to an audit log your team can review.

Patients send us health histories and screeners. Does AI read them?

No. Agents move the paperwork: they send forms, chase what is missing, and file responses to the right chart. Screeners like a PHQ-9 are delivered and filed, never scored or interpreted by AI. Your clinicians review the answers.

Where does patient data go, and who can see it?

Data moves between the systems you connect and nowhere else. You choose which tools an agent can reach and what it can do in each one, and access is scoped per connection. Details are at keragon.com/security.

Built for healthcare communication

Every message owned, from sent to resolved.

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

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Hipaa compliantSOC 2 Compliant