Patient records automation that files it right. Or stops and asks.
Forms, faxes and outside records matched to the right patient and filed to the right chart. Approved updates written through your EHR’s official APIs, and every connected system kept in step. Anything uncertain stops for your team’s review. Keragon runs record work on the systems you already use, with your team in control.
Trusted by healthcare teams across the US
Record work still runs on fax machines and re-typing
ONC Data Brief No. 71, 2024
ONC Quick-Stat #63, 2021 data
MGMA Stat poll of 1,581 practices, 2019
The agents that keep your records straight
Three specialists from the Keragon Agents roster run the job end to end, and clinical review always stays with your team.
Intake answers land in the chart as fields, not PDFs
The chart is ready before the visit, gaps flagged
Coverage records current in every system that needs them
New patients starting in your CRM or lead forms? The New Patient Acquisition Agent creates the patient record cleanly from your lead system, matched and de-duplicated before it lands in the EHR. Same platform, same guardrails, same audit log.
Explore the acquisition agent ›Common patient record workflows we automate
Document handling and archiving
A completed form or fax is downloaded, classified, filed to the right patient folder, and the chart updated with a link.
Standardize patient data across systems
When a record is updated, formatting rules standardize phones and addresses so every downstream system stays usable.
One new patient, every connected tool
A patient added in your EHR is created or updated in your CRM and engagement tools automatically. No re-typing.
Faxed referrals in a standard format
Paper and e-fax referrals are processed and their key information entered into your EHR in a standardized format.
Patients from successful leads
On lead conversion, a new patient record is created in your EHR with all the necessary details, straight from your CRM.
Less re-typing. More charts your team can trust.
"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
HIPAA handling and a BAA included
Record changes you can trace, and stop
Built for every record flow, from solo practices to groups
Record work on autopilot, from received to filed
Connect your EHR, your documents, and everything between them.
300+ HIPAA-compliant integrations across your EHR, fax, documents, forms and storage. Keep the systems you chose; automate the record work between them.
Standardizing records across a multi-location group?
What would you like to automate in your records process?
Pick a common job or describe your own. The AI consultant maps the workflow across your systems before you sign up.
File incoming faxes to the right patient chart
File incoming faxes to the right patient chart
Download, classify and file completed forms to the chart
Download, classify and file completed forms to the chart
Enter faxed referrals into my EHR in a standard format
Enter faxed referrals into my EHR in a standard format
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 patient demographics everywhere when they change in my EHR
Update patient demographics everywhere when they change in my EHR
Send uncertain patient matches to a review queue
Send uncertain patient matches to a review queue
Alert my team when a record update fails and retry it
Alert my team when a record update fails and retry it
Flag duplicate patient records instead of creating them
Flag duplicate patient records instead of creating them
Patient records, before and after Keragon
The same week, run two ways.
See your own before and after. Put your document volume into the calculator, and see what filed-on-arrival records give back.
Estimate what automated record work is worth ›Medical records management software stores the record. Automation does the record work.
| By hand | A records tool on its own | Your records stack + Keragon | |
|---|---|---|---|
| An incoming fax | Printed, scanned, and filed when someone has time | One queue, in one system | Matched, classified and filed to the chart, uncertain matches reviewed |
| A demographic change | Re-typed into every system, eventually | Updated only where it was received | Written to approved fields everywhere it belongs, from one source of truth |
| Where documents land | A scanned PDF in the chart | The tool's own storage, or an attachment | The right patient and the right category, source and status preserved |
| A failed update | Discovered at the visit | A silent error log | Retried, then escalated to an owner with the evidence |
Learn more about patient records automation
Guides from the Keragon library, written for healthcare teams.
Records guides
Documents & data
FAQ
Patient records questions, answered
What is medical records management automation?
Does Keragon replace my EHR or become the medical record?
Can Keragon update any field in my EHR?
How does Keragon avoid updating the wrong patient’s chart?
Can it file incoming faxes and documents automatically?
Can Keragon retrieve outside records?
Does Keragon help with an EHR migration?
Is Keragon HIPAA-compliant, and do we get a BAA?
What happens when a workflow isn’t sure?
Where does patient data go, and who can see it?
Built for healthcare records
Every record where it belongs. Every exception owned.
Start with one record workflow and one EHR. Keep your systems, keep your team in control.
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