Connect Charm EMR 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.

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Top healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way

Connect Charm EMR and Keap to automate crucial parts of your healthcare organization

Keragon is a powerful and flexible healthcare automation software that enables you to connect Charm EMR and Keap with 300+ popular healthcare tools, in order to create streamlined automations for all your administrative and clinical needs - including your business-critical workflows that process sensitive patient data & PHI.

Common automation use cases

Patient Acquisition

Appointment Scheduling

Data Syncing

Team Notifications

Patient Intake

Patient Triage

Patient Feedback

Insurance & Billing

Prior Authorizations

Labs & ePrescribing

Care Coordination

Analytics & Reporting

Automated Patient Data Sync and CRM Updates:

When a patient registers or updates their information in Charm Health, the data is automatically synced with Keap’s CRM. This creates or updates a contact profile in Keap, ensuring both systems have accurate and consistent records. Reduces manual data entry, minimizing errors. Provides a complete view of patient interactions for personalized engagement. Enables segmentation of patients for targeted outreach and campaigns.

Pre-Appointment Reminders and Automated Follow-Ups:

Once an appointment is scheduled in Charm Health, Keap triggers automated email or SMS reminders to the patient. After the appointment, it can send follow-up messages, such as satisfaction surveys or personalized post-care instructions. Decreases no-shows with timely reminders. Improves care continuity by automating post-visit communication. Saves time for staff by handling routine follow-ups.

Lead Nurturing and Re-Engagement Campaigns:

When new leads are added to Keap through Charm Health (e.g., from first-time inquiries or missed appointments), automated nurture campaigns are triggered to send personalized messages, health tips, or reminders to schedule appointments. Converts leads into long-term patients through consistent communication. Reactivates inactive patients with targeted re-engagement campaigns. Enhances patient satisfaction with relevant and timely outreach.

Available Actions & Triggers

You can use Keragon's no-code visual workflow editor to create automations using any action and trigger available through the APIs of both Charm EMR and Keap.

Charm EMR actions & triggers

Create patient
Get workflow status
Get appointments
Get categories
Get invoice
Get visit types
Update appointment
Get appointment
Get facilities
Get patient
Update invoice
Update patient
Get members
Create appointment
Get patients
Get invoices
Authenticate

Keap actions & triggers

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

If you can't find the action or trigger you are looking for, get in touch and we can easily add it for you.

Alternatively, if you already have access to Charm EMR's or Keap's API documentation, you can use Keragon's universal HTTP connector and start working with the API data on your own in minutes while leveraging Keragon's HIPAA-compliant automation infrastructure.

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Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.

BAA on all plans

SOC2 Type II security

External Auditors

7-day data retention

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CUSTOMER testimonials

Real customers. Real value.

From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.

Keragon helps you grow your practice.

“Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly.”

Joey Young

President, Renew Hope and Healing

Keragon is a HIPAA-compliant alternative to Zapier.

“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!”

Mark Callahan

Head of Engineering, BreatheSuite

I'm not a developer. Keragon set me free!

“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”

Christian Trujillo

Owner, Diabetes DME

Keragon improves your operational efficiency.

“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!”

Christian Moller-Andersen

Executive Director, A Smile for Kids

Keragon will support you all the way.

“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!”

Will McGabe

Director of Social Impact, Hungry Harvest

Keragon is like Zapier for your health care business - only WAY better

“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!”

Kevin Bundy

CEO, Alive IV and Wellness

Very easy to use and powerful!

“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. ”

Lesley Van De Mortel

CEO, Lez Van De Mortel Ltd

HIPAA Compliant Zapier & More!

“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.”

Eric Dunn

CEO, Aesthetix CRM

Huge time saver

“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.”

Andrew Housholder

MD/Owner, The Morning Sickness Clinic

Fast Scaling Startup Nails Healthcare Automations

“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.”

Alvin Liang

Automations Specialist, Integrative NPS