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.
Start free trial
Contact sales
Top healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way

Connect Healthie 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 Healthie 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 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.

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 Healthie and Microsoft Excel.
Healthie actions & triggers
  • 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
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 Healthie'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.

BAA on all plans
SOC2 Type II security
External Auditors
7-day data retention
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