Connect AdvancedMDtoAgencyBloc
Build HIPAA-compliant automations that sync data across your AdvancedMD and AgencyBloc with AI.
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Build yourAdvancedMDandAgencyBlocautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
AdvancedMD
Insurance member created
Gets triggered when a new insurance coverage is added to a patient
trigger
New or updated note
Gets triggered when a note has been created or updated
trigger
New intake record
Gets triggered when a new intake record is found
trigger
New or updated patient
Gets triggered when a patient has been created or updated
trigger
New or updated appointment
Gets triggered when an appointment has been created or updated
trigger
Get blocks and holds
Gets all blocks and holds
action
Create telehealth invitation
Creates a telehealth invitation
action
Get new and modified patient insurances
Gets new and modified patient insurance coverages
action
Get patient insurance
Gets a patient's insurance records
action
Update EHR note
Updates one or more template fields of an existing EHR note
action
Apply payment to charge
Applies a payment to a charge
action
Get payments by code
Gets all payments with the specified payment code
action
Get patient transaction history
Gets transaction history for a responsible party
action
Download patient document
Downloads a patient document
action
Get patient demographics
Looks up patient demographics
action
Create patient
Creates a patient
action
Get patient preferences
Gets a patient's preferences
action
Create charge
Creates a charge
action
Get referring providers
Looks up referring providers
action
Find patient
Looks up patient
action
Get financial classes
Looks up financial classes
action
Get intake records
Gets intake records
action
Create patient note
Creates a note to an existing patient
action
Get providers
Looks up providers
action
Update patient preferences
Updates a patient preferences
action
Get new and modified patients
Gets new and modified patients
action
Get appointments
Gets a list of appointments
action
Get appointment instructions
Retrieves a list of appointment instructions
action
Get profiles of scheduler
Retrieves profiles from scheduler setup
action
Get new and modified visits
Gets new and modified visits
action
Get referral statuses
Gets available referral statuses
action
Get patient
Gets a patient
action
Create intake record
Creates a new intake record
action
Get new and modified patient notes
Gets new and modified patient notes
action
Create block or hold
Creates a block or hold in the scheduler
action
Get appointment
Get an appointment
action
Get patients
Looks up patients
action
Get appointment types
Retrieves a list of appointment types
action
Get facilities
Gets a list of facilities
action
Get claim status
Gets claim status
action
Update appointment
Updates an appointment
action
Get patient payment plan
Gets a patient's payment plan
action
Get files
Gets files
action
Get procedure codes
Gets a list of procedure codes
action
Get visits
Gets a list of visits
action
Get patient document
Gets a patient document
action
Create appointment
Creates an appointment
action
Add inbound referral
Adds an inbound referral
action
Get modifier codes
Gets a list of modifier codes
action
Get columns of scheduler
Retrieves columns from scheduler setup
action
Get carriers
Looks up carriers
action
Get diagnosis codes
Gets a list of diagnosis codes
action
Create insurance
Creates an insurance record for patient
action
Get openings
Looks up openings for a specific doctor through a column
action
Get note templates
Gets all note templates
action
Upload patient document
Uploads a patient document
action
Get charge details
Gets charge details
action
Get reasons
Gets reasons
action
AgencyBloc
Individual created
Gets triggered when an individual gets created
trigger
Policy created
Gets triggered when a policy gets created
trigger
Delete address
Deletes an address
action
Get group
Gets a group
action
Create address
Creates an address
action
Update address
Updates an address
action
Create group
Creates a new group
action
Create policy
Creates a new policy
action
Create activity
Creates a new activity
action
Get lead
Fetches a lead based on its identifier
action
Get agents
Fetches a list of agents
action
Get activities
Fetches a list of activities
action
Get policies
Gets a list of policies
action
Get individual
Gets an individual by their identifier
action
Update individual
Updates an individual record
action
Get individuals
Fetches a list of individuals
action
Create lead
Creates a new lead
action
Create individual
Creates a new individual
action
Get groups
Fetches a list of groups
action
Search lead by phone
Searches for a lead based on their phone number
action
Get carriers
Fetches a list of carriers
action
Update lead
Updates a specific lead
action
Get policy
Gets a policy based on its identifier
action
Update policy
Updates a policy based on its identifier
action
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Build your AdvancedMD and AgencyBloc automation with AI
AdvancedMD provides cloud-based medical office software, including practice management, electronic health records, and patient engagement tools, designed to streamline healthcare operations and improve patient care.
AgencyBloc is a management platform designed for life and health insurance agencies, providing CRM, agency management, and commission processing solutions to streamline operations.
FAQ
Got questions ?
Is Keragon HIPAA-compliant?
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
How long does it take to set up an integration?
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Can I customize the workflows?
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
What happens if an API fails?
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.
"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.”
