

Connect Healthie 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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Connect Healthie and Microsoft Excel to automate crucial parts of your healthcare organization
Common automation use cases
Automated Patient Data Export for Reporting and Analysis:
Automatically export patient data, appointment histories, or clinical metrics from Healthie into Excel. This enables healthcare providers to track important statistics, such as patient demographics, treatment outcomes, or appointment attendance, for deeper analysis and custom reporting using Excel's powerful data tools. Streamlines reporting processes, eliminates manual data entry, and provides a clear, detailed overview of clinical performance, allowing for more informed decision-making and enhanced patient care management.
Automated Financial Reporting and Billing Management:
Export billing data from Healthie into Excel, including payment records, outstanding balances, and revenue reports. Providers can use Excel to analyze financial performance, track payment trends, and manage outstanding patient invoices, simplifying financial management. Improves the efficiency of financial reporting and tracking by automating data transfers, helping healthcare practices maintain a clear picture of revenue, cash flow, and outstanding payments.
Automated Tracking of Patient Follow-Up and Care Tasks:
Automatically update an Excel sheet with patient care tasks, follow-up appointments, or treatment milestones. Healthcare providers can use Excel to track task completion, ensuring that follow-ups are managed effectively and no critical tasks are missed. Enhances care coordination by providing a structured, automated system to monitor follow-up tasks and patient progress, ensuring continuity of care and reducing the risk of oversights.

- Get user groups
- Remove applied tag
- Create conversation
- Get chart note
- Get appointment locations
- Send email reminders
- Find webhook event types
- Update conversation
- Get patients
- Create appointment webhook
- Find appointment types
- Get tags
- Get appointments
- Get form templates
- Custom webhook
- Apply tag
- Get contact types
- Get conversations
- Get appointment types
- Get webhook event types
- GraphQL query
- Get insurance plans
- Create an appointment
- Find patients
- Find contact types
- Get providers
- Get appointment
- Find providers
- Get organization members
- Get task
- Get form completion requests
- Create chart note
- Form assigned webhook
- Create task
- Create patient
- Update patient
- Get a patient
- Update appointment
- Create CMS 1500
- Get locations
- Get form template by ID

- 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.