

Connect AgencyBloc to Docusign and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
250+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect AgencyBloc and Docusign to automate crucial parts of your healthcare organization
Common automation use cases
Automated Contract Management for Policy Renewals:
When a policy renewal is initiated in AgencyBloc, DocuSign automatically sends renewal contracts to clients for signature. Once signed, the completed documents are saved back into AgencyBloc. This automation streamlines the renewal process, reduces manual paperwork, and ensures timely contract completion, enhancing client retention and satisfaction.
Client Onboarding Document Automation:
When a new client is added in AgencyBloc, DocuSign automatically generates and sends onboarding documents for electronic signature. Once completed, these documents are stored in the client's profile within AgencyBloc. This process simplifies client onboarding, ensures compliance, and accelerates the start of services.
Compliance and Audit Trail Management:
Whenever a contract or important document is signed via DocuSign, a completed copy along with a detailed audit trail is automatically uploaded to the corresponding client record in AgencyBloc. This provides a secure and organized system for maintaining compliance records, ensuring readiness for audits, and improving data accessibility for the team.

- Get individuals
- Search lead by phone
- Create lead
- Get lead
- Update lead
- Create individual
- Update individual
- Get individual

- Get doc gen form fields
- Get document tab
- Get documents
- Create envelope from template
- Update doc gen form fields
- Update envelope
- Update document tab
- Get templates
- Custom Webhook
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.