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Discover popular templates with Athenahealth and Healthie integration
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Describe what you want to automate in plain English
Explore available triggers and actions

Athenahealth
Claim created or updated
Gets triggered when there are changes on claims
trigger
Patient created or updated
Gets triggered when there are changes on patient records
trigger
Appointment created or updated
Gets triggered when there are changes on appointments, such appointment created, provider updated, appointment canceled, rescheduled etc.
trigger
Orders created or updated
Gets triggered when there are changes on an order
trigger
Patient case updated
Gets triggered when there are changes on a patient case
trigger
Lab results created or updated
Gets triggered when there are additions or changes on lab results
trigger
Find patients (Enhanced best matching criteria)
Retrieves a list of patients based on the search criteria
action
Update diagnosis
Updates a specific diagnosis for a patient
action
Get booked appointments
Retrieves a list of booked appointments
action
Send invitation to patient portal
Resends the portal invitation or lost password email
action
Get patient lab results
Gets a patient's lab results
action
Get mobile carriers
Retrieves a list of all mobile carriers
action
Get appointment types
Retrieves list of the type of appointment available in the practice
action
Get appointment changes
Retrieves the list of changes in appointments or appointment slots
action
Get custom fields
Retrieves custom fields information for a specific practice
action
Get a patient
Retrieves data of a specific patient
action
Update appointment custom fields
Updates custom fields for a specific appointment
action
Create clinical document
Creates a clinical document record for a specific patient
action
Upload patient's driver's license document
Uploads patient's driving license document
action
Get order changes
Retrieves the list of changes in an order
action
Update patient custom fields
Modifies custom fields data for a specific patient
action
Get patient clinical document
Gets a patient's clinical document
action
Get assessment
Retrieves the assessment by the provider for a specific encounter
action
Delete patient insurance
Deletes an existing patient insurance record
action
Create patient insurance
Creates a new record of patient insurance for a specific patient
action
Get physical exam findings
Retrieve a list of physical exam findings for a specific encounter
action
Get patient prescriptions
Gets a patient's prescriptions
action
Get gender identity enumerations
Retrieves list of gender identity enumeration values
action
Get open appointment slots
Retrieves available open appointment slots
action
Get patients
Retrieves a list of all patients
action
Get patient's insurance benefit details
Retrieves eligibility information for a specific insurance
action
Get telehealth invite url
Gets a telehealth invite URL
action
Get patient care team members
Retrieves the care team members associated with a specific patient
action
Get providers
Retrieve a list of all providers available in a specific practice
action
Get employers
Retrieves a list of all employers
action
Get patient's privacy information details
Retrieves a patient's verified privacy information
action
Get HPI findings
Retrieves a list of HPI findings based on an encounter
action
Get order action notes
Retrieves a list of an order's action notes
action
Get patient case documents
Retrieves a list of patient case documents for a patient
action
Create a patient case document
Creates a patient case document for a specific patient
action
Get patient medications
Retrieves list of patient's medication and medication details
action
Get appointment subscription events
Retrieves list of the supported appointment subscription events
action
Get patient changes
Retrieves the list of changes in patient records
action
Get review of system finding templates
Retrieves a list of review of system finding templates
action
Get diagnoses
Retrieve a list of diagnoses for a specific encounter
action
Get patient subscription events
Retrieves list of the supported patient subscription events
action
Create a patient's insurance benefit details
Creates a patient's insurance benefit details
action
Get clinical providers
Retrieves a list of all clinical providers
action
Initiate appointment check in
Initiates an appointment's check in
action
Get appointment notes
Returns a list of notes for a specific appointment
action
Get patient case subscription events
Retrieves list of the supported patient case subscription events
action
Get lab results subscription events
Retrieves a list of the available lab results events to subscribe to
action
Update patient insurance
Updates an existing patient insurance record
action
Search medications
Retrieves a list of medications for a given search parameters
action
Get claim changes
Retrieves list of modified claims records
action
Get review of system findings
Retrieves a physical exam summary for a specific encounter
action
Get order subscription events
Retrieves list of the supported order subscription events
action
Get document types
Retrieves a list of document types based on a search value filter
action
Get occupations
Retrieves a list of all occupations
action
Update assessment
Modifies the assessment / plan note for a specific encounter
action
Get HPI finding templates
Retrieves a list of HPI finding templates
action
Record payment
Records the data related to a cash, check, or non-CCP credit card patient payment
action
Check in appointment
Checks in an appointment
action
Get search types
Retrieves all the available search types
action
Create patient insurance case policy
Creates a new record of patient insurance for a specific patient
action
Get referring providers
Retrieves a list of referring providers
action
Freeze appointment slot
Freezes an appointment slot so that patients can no longer schedule an appointment in that slot
action
Create appointment note
Creates a note for a specific appointment
action
Get appointment
Retrieves an appointment
action
Update patient
Modifies data of a specific patient
action
Get appointment cancel reasons
Retrieve the list of appointment cancellation reasons
action
Create new financial claim
Creates a new financial claim
action
Update patient preferred pharmacy
Update a patients preferred pharmacy
action
Upload patient's insurance card image
Uploads the patient's insurance card image
action
Get outstanding orders
Retrieves a list of outstanding orders
action
Get patient insurances
Retrieves all patient insurances for a specific patient
action
Updates patient's medication history consent
Modifies a patient's medication history consent flag
action
Reschedule appointment
Reschedules an appointment
action
Get patient case changes
Retrieves the list of changes in a patient case
action
Updates patient's privacy information details
Modifies a patient's verified privacy information
action
Cancel appointment
Cancels a specific appointment
action
Search patients
Retrieves patients in a practice based on their partial name or full patient id
action
Get claim transactions
Retrieves a list of claims transactions for a specific claim
action
Get patient clinical documents
Gets a patient's clinical documents
action
Add medication to patient
Add a new medication to the patient's medication list
action
Book appointment
Books a specific slot for a patient appointment
action
Get appointment reasons
Retrieve the list of appointment reasons configured for the Practice which will allow the patient to select a reason for their appointment
action
Get appointment custom fields
Retrieves custom fields information for appointments
action
Get patient custom fields
Retrieves custom fields information for a specific patient
action
Update HPI findings
Modifies the HPI Summary for an encounter
action
Get industries
Retrieves a list of all industries
action
Create patient
Creates a patient in Athena Health
action
Get non Credit Card Plus methods
Retrieves valid non Credit Card Plus (CCP) credit cards methods
action
Get patient preferred pharmacy
Retrieves the preferred pharmacy of a patient
action
Get lab results changes
Retrieves a list of changes in lab results
action
Get claim's custom fields
Retrieves a list of custom fields specific to a practice
action
Update clinical document
Updates a clinical document record for a specific patient
action
Create diagnosis
Creates a new diagnosis for a specific encounter
action
Get appointments report
Retrieves a report of appointments
action
Get departments
Retrieves detailed information of the departments associated to a practice
action
Healthie
Form assigned webhook
Receive webhooks on form assigned
trigger
Trigger form answer group created
Triggers when a new form answer group is created
trigger
Before appointment starts
Gets triggered some specified time before an appointment starts
trigger
Custom webhook
Receive webhooks
trigger
Create appointment webhook
Receive webhooks on appointment creation
trigger
Get courses
Gets a list of courses
action
Create patient
Creates a patient
action
Get chart note
Gets a chart note by ID
action
Create an appointment
Creates a new appointment
action
Delete chart note
Deletes a chart note by ID
action
Create CMS 1500 form
Creates a CMS 1500 form
action
Get locations
Gets a list of all locations
action
Get task
Gets a task
action
Get organization members
Gets a list of all organization members
action
Create task
Creates a task
action
Create form completion request
Creates a form completion request
action
Send fax
Sends a fax
action
Get appointment
Gets an appointment
action
Get user groups
Gets a list of user groups
action
Get documents
Gets documents
action
Get form completion requests
Gets a list of form completion requests
action
Create chart note
Creates a chart note by ID
action
Update patient
Updates a patient
action
Get appointment types
Gets appointment types
action
Get policy
Fetches a specific policy
action
Get availabilities
Gets a list of all availabilities
action
Update course
Updates a course
action
Get conversation
Gets a conversation by ID
action
Update form answer group
Updates a form answer group
action
Update patient locations
Updates patient locations
action
Get programs
Retrieves a list of programs
action
Get conversations
Gets a list of all conversations
action
Get tag
Gets a specific tag
action
Create lab order
Creates a lab order
action
Get CPT codes
Retrieves a list of available CPT codes
action
Remove applied tag
Removes a tag from patient or provider
action
Get form template by ID
Gets a form template (known as custom module form) by ID
action
Create conversation
Creates a new conversation
action
Get insurance plans
Gets insurance plans
action
Get CMS1500
Gets a specific record of CMS1500
action
Get appointment locations
Gets a list of all locations of appointment
action
Download received fax
Downloads a PDF from a received fax
action
Get patients
Gets patients
action
Send email reminders
Sends email reminders to a patient
action
Get providers
Gets all providers of organization
action
Get CMS 1500 forms
Retrieves a list of CMS 1500 forms
action
Get form answer groups
Retrieves a list of form answer groups
action
Get form answer group
Retrieves a form answer group by ID
action
Get folders
Gets a list of all folders
action
Get program
Retrieves a program by ID
action
Get a patient
Get a patient
action
Get appointments
Gets a list of all appointments
action
Create document
Creates a document
action
Get available slots for range
Gets a list of all available slots for a given range
action
GraphQL query
Send a GraphQL Query
action
Update appointment
Updates an appointment
action
Get contact types
Gets contact types
action
Get referring physicians
Gets a list of all referring physicians
action
Get note
Gets a specific note
action
Get provider
Gets a provider
action
Get tags
Gets tags
action
Get rendering providers
Gets a list of all rendering providers
action
Apply tag
Applies a list of tags to patient or provider
action
Create appointment type
Creates a new appointment type
action
Charge patient
Charges a patient using their stored payment method
action
Get chart notes
Gets chart notes
action
Update chart note
Updates a chart note by ID
action
Get lab options
Fetches all lab options (considered public)
action
Get ICD codes
Retrieves a list of available ICD codes
action
Get CMS1500 policies
Retrieves a list of CMS1500 policies for a patient
action
Get form templates
Gets all form templates (known as custom module forms)
action
Get document
Gets a document and download its content
action
Update conversation
Updates a conversation
action
Get invoice
Gets a requested payment (invoice) by id
action
Send chat message
Sends a chat message (note) to an existing conversation
action
Create requested payment
Creates an invoice payment request for a patient
action
Delete appointment
Deletes an appointment
action
Update patient policies
Updates policies from a patient
action
Update CMS 1500 form
Updates a CMS 1500 form
action
Get webhook event types
Gets webhook event types
action
Update policy
Updates a policy
action
Get provider utilization
Calculates and forecasts a provider's utilization
action
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Build your Athenahealth and Healthie automation with AI
Athenahealth is a cloud‑based, AI‑native healthcare technology platform offering integrated EHR, practice management, revenue cycle, patient engagement, interoperability, and analytics to streamline ambulatory care workflows.
Healthie is a comprehensive platform for healthcare providers, offering tools for practice management, telehealth, and client engagement to streamline operations and improve patient care.
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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