

Connect Canvas Medical 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.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect Canvas Medical and Microsoft Excel to automate crucial parts of your healthcare organization
Common automation use cases
Automated Data Entry for Patient Records:
When new patient data is entered into Canvas Medical, a corresponding entry is automatically created in a Microsoft Excel spreadsheet. This includes patient demographics, medical history, and recent visits. The automation ensures that data is consistently updated across platforms, reducing manual entry errors and saving valuable administrative time.
Financial Reporting and Analysis:
When billing information is generated in Canvas Medical, relevant financial data is automatically exported to Microsoft Excel. This includes invoicing details, payment statuses, and insurance claims. The automation facilitates real-time financial reporting and analysis, allowing healthcare administrators to track revenue streams and identify trends without manual data reconciliation.
Performance Metrics Dashboard:
When clinical performance metrics are updated in Canvas Medical, key indicators such as patient wait times, appointment durations, and staff efficiency are automatically populated into a Microsoft Excel dashboard. This automation provides healthcare managers with up-to-date insights into operational performance, enabling data-driven decision-making and continuous improvement of care delivery processes.

- Update patient
- Get patient
- Get patients
- Create appointment
- Create patient
- Get practitioners
- Get appointments
- Update appointment
- Get appointment
- Get locations

- 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.