

Connect BestNotes to Microsoft Excel 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.
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Connect BestNotes and Microsoft Excel to automate crucial parts of your healthcare organization
Common automation use cases
Patient Data Synchronization:
Automate the transfer and synchronization of patient data between BestNotes and Microsoft Excel to ensure that all patient information is consistently up-to-date across both platforms. This integration can include importing demographic details, therapy notes, billing information, and treatment plans into Excel for detailed analysis and reporting. By maintaining consistent and accurate data, healthcare providers can improve data-driven decision-making and reduce the risk of errors or discrepancies in patient records.
Automated Reporting and Analysis:
Utilize automation to generate comprehensive reports and analyses from BestNotes data within Microsoft Excel. This can involve creating scheduled exports of patient outcomes, appointment statistics, or treatment efficacy data into Excel, where it can be transformed into visual dashboards and charts. Automating these reports saves time and provides healthcare providers with actionable insights into patient care trends and operational efficiency, enabling better resource allocation and strategic planning.
Task and Appointment Management:
Streamline task and appointment management by automating the export and organization of schedules and task lists from BestNotes into Microsoft Excel. By doing so, you can create a centralized and dynamic calendar or task list that assists healthcare staff in tracking upcoming appointments, follow-up tasks, and care plan milestones. This automation helps ensure timely patient interactions and enhances the coordination of care among healthcare teams, improving overall patient


- Create table row
- Get worksheets
- Get tables
- Update table row
- Create session
- Update row
- Get workbooks
- Add row
- Get cells
- Get OneDrive item
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.