Build HIPAA-compliant automations that sync data across your AdvancedMD and Textline with AI.
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Discover popular templates with AdvancedMD and Textline integration
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Build yourAdvancedMDandTextlineautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
AdvancedMD
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
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
Textline
Request contact consent
Sends a request consent SMS to the specified phone number or customer
action
Get organization
Retrieves the avaliable info for the organization
action
Create a message
Sends an outbound message to a conversation
action
Send SMS
Sends an SMS to the specified phone number
action
Set consent status
Sets the consent status to the specified phone number or customer
action
Get conversations
Retrieves a list of conversations
action
Create a whisper
Adds an internal whisper to a conversation
action
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Build your AdvancedMD and Textline 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.
Textline is a business texting platform that enables companies to communicate with customers via SMS, improving customer service and engagement through efficient, real-time messaging.
FAQ
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.
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.
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.
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.


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