Patient intake automation that finishes the job
The right forms out the moment a booking lands. Incomplete packets chased until they're done. Coverage verified before the visit, and every answer written to your EHR. Keragon runs intake on the systems you already use, with your team in control.
Trusted by healthcare teams across the US
Patient intake still runs on clipboards and re-typing
Experian Health, State of Patient Access 2026
Tebra survey of 703 patients, April 2026
2024 CAQH Index
The agents that run patient intake
Three specialists from the Keragon Agents roster run the job end to end, and clinical review always stays with your team.
The right packet, the moment the booking lands
Every visit walks in prepared
Coverage checked and the chart updated before arrival
New patients from your website or ads? The New Patient Acquisition Agent turns inquiries into patient records and booked visits, with intake started on the spot. Same platform, same guardrails, same audit log.
Explore the acquisition agent ›Common patient intake workflows we automate
Beyond the core agents, the intake jobs practices hand to Keragon first.
Website form to a new chart
A completed web form creates the patient record in your EHR and books the visit. No re-typing.
Intake packet at booking
A new booking in your EHR triggers the right forms by text or email, the moment it lands.
The incomplete-packet chase
Reminders run until the packet is done, then your team gets a list of exactly what is missing.
Consents and e-signatures
Procedure-specific consents sent for e-signature and filed to the chart, before the visit.
Eligibility before the visit
Coverage status checked days ahead of the appointment, exceptions routed to your team.
Less intake busywork. More patients ready before they arrive.
"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."
“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!”
“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”
“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!”
“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!”
“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!”
“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. ”
“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.”
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“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.”
“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.”
Built to run the paperwork, never to make clinical calls
Keragon Agents run the paperwork: send, chase, verify, file. Anything clinical, ambiguous or urgent routes to your team. They never interpret answers on a form, score a screener, or decide what a response means.
HIPAA handling and a BAA included
Intake data is handled like the PHI it is
Built for every intake flow, from solo practices to groups
Solo practice or multiple locations, the flow is the same: forms out, answers chased, coverage checked, chart updated. Keragon runs it on the EHR you already use.
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.
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.
Standardizing intake across a multi-location group?
What would you like to automate in your intake process?
Pick a common job or describe your own. The AI consultant maps the workflow across your systems before you sign up.
Send the intake packet when a new appointment is booked
Send the intake packet when a new appointment is booked
Turn a website form into a patient record and a booked visit
Turn a website form into a patient record and a booked visit
Create the patient in my EHR from a completed intake form
Create the patient in my EHR from a completed intake form
Chase incomplete intake packets until they're done
Chase incomplete intake packets until they're done
Flag missing forms and consents 24 hours before the visit
Flag missing forms and consents 24 hours before the visit
Check insurance eligibility days before the appointment
Check insurance eligibility days before the appointment
Sync intake responses into my EHR as structured fields
Sync intake responses into my EHR as structured fields
Send consent forms for e-signature and file them to the chart
Send consent forms for e-signature and file them to the chart
Flag duplicate patient records instead of creating them
Flag duplicate patient records instead of creating them
Patient intake, before and after Keragon
The same week, run two ways.
See your own before and after. Put your appointment volume into the calculator, and see what finished-before-arrival intake gives back.
Estimate what automated intake is worth ›Patient intake software collects. Automation completes.
Keragon doesn't replace your forms tool or your EHR. It runs the job across them.
| By hand | An intake tool on its own | Your intake stack + Keragon | |
|---|---|---|---|
| Getting forms out | A clipboard at the front desk | A link, sent by hand | The right packet at booking, picked by visit type |
| Incomplete packets | Chased by phone | One reminder, then it waits | Chased on your cadence, then escalated with what's missing |
| Where answers land | A scanned PDF in the chart | The tool's dashboard, or a PDF attachment | Structured fields in your EHR, duplicates flagged |
| The compliance chain | Paper handling risk | Their BAA covers their app | A BAA across the automation layer and every connected step |
Learn more about patient intake automation
Guides from the Keragon library, written for healthcare teams.
Intake guides
Forms to EHR
FAQ
Mental health automation questions, answered
What is patient intake automation?
Patient intake automation is software that runs the paperwork between booked and ready: it sends the right forms when the appointment is booked, follows up until they are complete, verifies insurance, collects consents and payment details, and writes everything to the patient's chart. Keragon does this across the systems you already use, with 300+ HIPAA-compliant integrations and AI teammates that handle the follow-up.
Does Keragon replace my intake forms tool or EHR?
No. Keragon is the automation layer that runs across them. Your forms stay in the tool you already use, and your EHR stays the source of truth. Keragon sends the packet, chases what is incomplete, verifies coverage, and writes the answers into the chart as structured fields. Tools like IntakeQ, Jotform and NexHealth are integrations we work with, not products we replace.
Does it write into my EHR?
Keragon connects 300+ healthcare tools, including Healthie, Athenahealth, AdvancedMD, Elation, DrChrono, Tebra and NexHealth, plus your forms, e-signature, eligibility and payments. Where a system supports it, responses write into the chart as structured fields; where it does not, the data is routed to your team and records stay in sync. The current list is at keragon.com/all-integrations.
What happens when a patient doesn't finish the packet?
The agent follows up on the cadence you set, by text or email, until the packet is done or a person needs to step in. Your front desk gets an escalation with exactly what is missing, before the visit instead of during it.
Can it verify insurance before the visit?
Yes. Keragon runs supported eligibility checks through tools like pVerify, Availity and Stedi days before the visit and routes the status to your team. An eligibility response is not a guarantee of payment, so benefits questions follow your review policy.
Can it send screeners like the PHQ-9 before a first visit?
Yes. Screeners and health histories ride along with the intake packet and file to the chart when they come back. The agent delivers and files them; scoring and clinical interpretation stay with your clinicians.
We already use Zapier. Why switch?
Zapier is a general-purpose tool and doesn't offer a BAA, so patient data in it is a compliance risk. An intake flow is only HIPAA-compliant when every link in the chain is covered, including the automation layer. Keragon does what Zapier does, built for healthcare: HIPAA-compliant, BAA included, with healthcare-native integrations and AI teammates on top.
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 intake
Every patient ready before they arrive.
Start with one form and one EHR workflow. Keep your systems, keep your team in control.
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