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Build yourAthenahealthandHealthieautomation with AI
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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
Check out appointment
Completes the appointment check-out process
action
Send secure message to a patient
Sends a secure message to a patient's portal inbox
action
Get encounter
Gets an encounter
action
Update patient allergies
Updates allergies in a patient's chart
action
Get medical history
Gets all medical history
action
Search allergies
Search for available allergies
action
Update surgical history
Updates a patient's surgical history
action
Get claim notes
Retrieves all notes for a specific claim
action
Get social history
Gets all social history
action
Get surgical history
Gets all surgical history
action
Update referral authorization
Updates a referral authorization
action
Get administered screeners
Gets a list of administered questionnaire screeners
action
Download imaging result document
Downloads the original file of an imaging result document, or one of its pages
action
Download lab result document
Downloads the original file of a lab result document, or one of its pages
action
Create patient chart document export
Creates a patient chart document export
action
Get patient's portal status
Gets a patient's portal status
action
Add surgical history
Adds to a patient's surgical history
action
Update social history
Updates a patient's social history
action
Update claim note
Overrides one or more notes on a specific claim
action
Get patient imaging results
Gets a patient's imaging result documents
action
Download clinical document
Downloads the original file of a clinical document, or one of its pages
action
Get patient chart document export
Gets a patient's chart document export
action
Get encounter reasons
Gets all configured encounter reasons
action
Create claim note
Adds a new note to a specific claim
action
Create or update encounter reason
Creates or updates an encounter reason
action
Get patient allergies
Gets all patient allergies
action
Update medical history
Updates a patient's medical history
action
Get questionnaire screeners
Gets a list of possible questionnaire screeners for an appointment or encounter
action
Close patient case document
Closes a specific patient case document
action
Get patient case close reasons
Get the close reasons for a patient case document
action
Get payment history
Gets payment history information
action
Create order group
Creates an order group for a specific patient chart outside an encounter flow
action
Update patient case action note
Updates an action note for a patient case document
action
Create referral authorization
Creates a new referral authorization for a specific patient
action
Create admin document
Creates an admin document
action
Update booked appointment
Updates a booked appointment
action
Create lab result
Adds a lab result document to a patient's chart
action
Create encounter questionnaire screener
Creates a new questionnaire screener record for the encounter
action
Get patient lab result document
Gets a patient's lab result document
action
Get claims
Gets a list of claims
action
Update patient lab result
Updates a patient's lab result document
action
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
Healthie
Patient created
Receive webhooks when a new patient is created
trigger
Form answer group created (specific form)
Triggers when a new form answer group is created for a specific form template
trigger
Form assigned
Receive webhooks on form assigned
trigger
Form answer group created
Triggers when a new form answer group is created (for any form)
trigger
Before appointment starts
Gets triggered some specified time before an appointment starts
trigger
Trigger
Trigger on selected events
trigger
Appointment created
Receive webhooks on appointment creation
trigger
Create goal
Creates a goal
action
Create diagnosis
Creates a diagnosis
action
Get metric names
Gets all the metric names
action
Create metric entry
Creates a metric entry
action
Delete webhook
Deletes a webhook
action
Get webhooks
Gets webhooks
action
Get lab orders
Gets a list of lab orders
action
Get lab order
Gets a lab order
action
Check insurance eligibility
Runs an eligibility check on a policy
action
Get billing item
Gets a billing item
action
Update referral
Updates a referral
action
Get denial codes
Get all denial and adjustment codes from ERAs attached to a CMS1500 claim
action
Update invoice
Updates an invoice (requested payment)
action
Send claim
Sends a CMS1500 claim to a clearinghouse integration
action
Create customer payment card
Creates a new payment card
action
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 payment request (invoice)
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
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.”
