Connect DazostoModMed
Build HIPAA-compliant automations that sync data across your Dazos and ModMed with AI.
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Build yourDazosandModMedautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Dazos
Opportunity admitted
Triggers when a opportunity changed to admitted
trigger
Opportunity updated
Triggers when an opportunity is updated
trigger
Lead converted to opportunity
Triggers when a lead is converted to an opportunity
trigger
New opportunity created
Triggers when a new opportunity is created
trigger
New outbound referral
Triggers when a new outbound referral is created
trigger
New referral source
Triggers when a new referral source is created
trigger
Lead updated
Triggers when a lead is updated
trigger
Sales stage changed
Triggers when an opportunity sales stage is changed
trigger
Outbound referral updated
Triggers when an outbound referral is updated
trigger
Opportunity discharged
Triggers when an opportunity is changed to discharged
trigger
Admitted status changed
Triggers when a patient admitted status is changed
trigger
Lead created
Triggers when a new lead is created
trigger
Find lead
Finds matching lead
action
Find referral source
Finds matching referral source
action
Update VOB status
Update VOB status
action
Create referral source
Creates a new referral source
action
Find account
Finds matching account
action
Update PAA (Pre Assessments) status
Update PAA status
action
Create VOB (Verification of Benefits)
Creates a new VOB
action
Create account
Creates a new account
action
Create lead
Creates a new lead
action
Get module fields
Gets all module fields
action
Get leads
Fetches leads
action
Create intake opportunity
Creates a new intake opportunity
action
Update intake opportunity stage
Update intake opportunity sales stage
action
Find intake opportunity
Finds matching intake opportunity
action
ModMed
Record changed
Gets triggered when selected records are created or updated
trigger
Encounter created or updated
Triggers when an encounter is created or updated
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
Charge created
Gets triggered when a new charge has been created
trigger
Coverage created or updated
Gets triggered when a coverage has been created or updated
trigger
Service request created or updated
Triggers when a new service request (order) is created or updated
trigger
Appointment created
Gets triggered when there a new appointment has been created
trigger
Patient created or updated
Triggers when a new patient is created or updated
trigger
Download document
Downloads a document
action
Create patient
Creates a patient
action
Get task
Gets a task by its ID
action
Download visit note
Downloads a visit note
action
Get coverages
Gets a list of coverages
action
Get patients
Gets a list of patients
action
Get charge item
Gets a signle charge item by its ID
action
Get appointments
Gets a list of appointments
action
Get appointment cancellation reasons
Gets cancellation reasons for appointments
action
Get service requests
Gets a list of service requests (orders)
action
Get encounters
Gets a list of encounters
action
Update patient
Updates a patient. Only the filled in fields will be updated.
action
Get slots
Gets a list of available time slots
action
Get tasks
Gets a task by its ID
action
Get charge items
Gets a list of all the charge items
action
Update appointment
Updates an appointment
action
Create appointment
Creates a new appointment
action
Get appointment types
Gets a list of appointment types
action
Get patient
Gets a patient by its ID
action
Get medication statement
Gets a single medication statement by its ID
action
Create a charge item
Creates a charge item
action
Upload document
Prepares and uploads a document for a patient
action
Get practitioners
Gets a list of practitioners
action
Get medication statements
Gets a list of medication statements for a patient
action
Get locations
Gets a list of locations
action
Get documents
Gets a list of documents
action
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Build your Dazos and ModMed automation with AI
Dazos is a behavioral health–focused CRM and revenue growth platform that streamlines admissions, billing, marketing analytics, and EMR integrations to boost efficiency and revenue for treatment providers.
ModMed provides cloud-based electronic health records (EHR) and practice management solutions for specialty medical practices, enhancing efficiency and patient care.
FAQ
Got questions ?
Is Keragon HIPAA-compliant?
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
How long does it take to set up an integration?
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Can I customize the workflows?
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
What happens if an API fails?
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.
"Keragon has been an essential partner as we've grown our practice. The personalized support helped us get systems up and running quickly."
“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!”
“Thank you for your response. I started using the demo today; it worked so smoothly... I almost shed a tear. HIPAA Automations.... lovely!!!”
“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!”
“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!”
“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!”
“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. ”
“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.”
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“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.”
“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.”
