Connect Charm EMR 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.
250+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
Connect Charm EMR and Microsoft Excel to automate crucial parts of your healthcare organization
Common automation use cases
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Automated Patient Data Export and Reporting:
Patient information, appointment schedules, and treatment data from Charm Health are automatically exported into structured Excel spreadsheets. This allows real-time reporting on metrics such as patient visits, cancellations, or treatment outcomes. Simplifies reporting by consolidating patient data in Excel. Enables easy filtering, sorting, and analysis of key metrics. Improves decision-making with up-to-date patient insights.
Appointment and Follow-Up Tracking:
Scheduled and completed appointments in Charm Health are synced with Excel to track visit status and follow-up tasks. Conditional formatting in Excel can highlight overdue follow-ups or no-shows, helping the care team prioritize patient outreach. Ensures timely follow-ups, improving patient care and engagement. Reduces missed appointments by tracking no-shows in real-time. Provides visibility into appointment trends and scheduling gaps.
Billing and Payment Reconciliation:
Payment records and billing data from Charm Health are automatically transferred to Excel for reconciliation. Staff can track outstanding payments, generate invoices, and ensure accurate financial reporting. Automates billing workflows, reducing manual data entry. Improves financial transparency with easy-to-read reports. Helps identify payment delays and outstanding balances efficiently.
- 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
- 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.
Keragon helps you grow your practice.
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Keragon is a HIPAA-compliant alternative to Zapier.
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I'm not a developer. Keragon set me free!
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Keragon improves your operational efficiency.
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Keragon will support you all the way.
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Keragon is like Zapier for your health care business - only WAY better
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Very easy to use and powerful!
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HIPAA Compliant Zapier & More!
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Huge time saver
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Fast Scaling Startup Nails Healthcare Automations
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