

Connect BestNotes to AgencyBloc 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 BestNotes and AgencyBloc to automate crucial parts of your healthcare organization
Common automation use cases
Client Data Synchronization:
Automatically synchronize client data between BestNotes and AgencyBloc to ensure that both systems have up-to-date and consistent information, including demographics, contact details, insurance information, and relevant notes. This reduces data entry errors, saves time on manual data updates, and ensures both systems reflect the most current client information for accurate billing, reporting, and communication.
Appointment and Task Management:
Integrate scheduling and task management features to create a seamless workflow. When an appointment is scheduled in BestNotes, it should automatically update the calendar in AgencyBloc and vice-versa. Additionally, tasks or follow-up reminders created in one system should reflect in the other. This enhances coordination between client management and insurance processing teams, reduces missed appointments or follow-ups, and improves overall client service and satisfaction.
Insurance Claim Processing:
Enhance insurance claim workflows by integrating BestNotes with AgencyBloc to automate claim submissions and updates. This integration streamlines the claim processing, reduces administrative burdens, and improves the accuracy and speed of insurance reimbursements, ultimately enhancing financial management and client satisfaction.


- Get individuals
- Search lead by phone
- Create lead
- Get lead
- Update lead
- Create individual
- Update individual
- Get individual
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.