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

Connect DrChrono and Microsoft Excel to automate crucial parts of your healthcare organization

Keragon is a powerful and flexible healthcare automation software that enables you to connect DrChrono and Microsoft Excel 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 Data Export and Reporting:

Automatically export patient data, appointment details, and clinical metrics from DrChrono into Excel spreadsheets at scheduled intervals. Provides an efficient way to analyze large datasets and generate reports without manual data entry. This helps healthcare providers track key performance indicators (KPIs) and improve operational decision-making.

Real-Time Appointment and Patient Tracking:

Sync appointment schedules and patient information from DrChrono to Excel, allowing for the creation of dynamic tracking sheets that update in real time. Enables staff to monitor appointments, cancellations, and patient status quickly. This automation improves administrative efficiency and helps in identifying trends or patterns in patient visits.

Performance Metrics Dashboard Creation:

Use Excel to compile and visualize key metrics from DrChrono, such as patient volume, billing data, and treatment outcomes, in real-time dashboards. Provides practice managers and stakeholders with clear insights into clinic performance, allowing for informed decision-making and strategic planning. This automation simplifies the reporting process and enhances data accessibility.

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 DrChrono and Microsoft Excel.
DrChrono actions & triggers
  • Get offices
  • Get tasks
  • Appointment created
  • Get appointment profiles
  • Update Patient
  • Get office
  • Appointment updated
  • Trigger
  • Get custom demographics
  • Get users
  • Get task statuses
  • Create patient
  • Get doctors
  • Update appointment
  • Get custom appointment fields
  • Get appointments
  • Create appointment
  • Create task note
  • Get appointment
  • Get task categories
  • Get patient
  • Get patients
  • Patient created
Microsoft Excel actions & triggers
  • Create table row
  • Get worksheets
  • Get tables
  • Update table row
  • Create session
  • Update row
  • Get workbooks
  • Add row
  • Get cells
  • Get OneDrive item

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 DrChrono's or Microsoft Excel'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.

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

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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

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