

Connect BestNotes to Keap 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 Keap to automate crucial parts of your healthcare organization
Common automation use cases
Automated Patient Onboarding and Follow-Up:
When a new patient record is created in BestNotes, trigger an automated sequence in Keap to send personalized welcome emails, intake forms, and appointment reminders. This could also include scheduling follow-up emails or calls post-appointment to check on patient satisfaction and adherence to treatment plans. This automation streamlines the patient onboarding process and ensures consistent follow-up communication.
Appointment Scheduling and Reminders:
Sync appointment data between BestNotes and Keap to automate scheduling confirmations and reminders. When an appointment is booked or modified in BestNotes, Keap can automatically send an email or SMS reminder to the patient with the details. This can also include options for patients to confirm, reschedule, or cancel directly through the communication. This automation minimizes no-shows and improves appointment adherence.
Patient Engagement and Retention Campaigns:
Integrating patient data between BestNotes and Keap allows for the creation of targeted engagement and retention campaigns. By identifying patient needs and preferences, Keap can initiate personalized communication strategies aimed at improving patient retention and satisfaction. This enhances patient engagement through tailored marketing efforts, encouraging timely action and fostering better patient-provider relationships.


- Create task
- Get users
- Get application configuration
- Get note
- Create or update contact
- Get notes
- Create note
- Get contact custom fields
- Get tags
- Get companies
- Add tag to contact
- Update note
- Get contacts
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.