Connect Healthie to Square 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 Healthie and Square to automate crucial parts of your healthcare organization

Keragon is a powerful and flexible healthcare automation software that enables you to connect Healthie and Square 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 Payment Collection for Patient Appointments:

After a patient completes an appointment in Healthie, an invoice or payment request is automatically generated in Square. The payment can be processed via Square, and the payment status is synced back to Healthie, updating the patient's financial records. Streamlines the billing process by automating payment requests, reduces manual invoicing efforts, ensures faster payment collection, and provides real-time payment status updates in both platforms.

Automated Receipt Generation and Record Keeping:

Once a patient completes a payment through Square, a receipt is automatically generated and sent to the patient via email. Additionally, the payment receipt is stored in Healthie, keeping the patient’s financial records updated and accessible. Simplifies financial record-keeping and ensures patients receive timely receipts for their transactions, reducing administrative workload while providing accurate financial documentation.

Automated Payment Reminders for Outstanding Invoices:

If a payment is overdue or pending, Square can automatically trigger payment reminders to patients via email or SMS. Healthie can track the status of these reminders and follow-up with automated notices for outstanding balances. Improves cash flow by automating payment reminders, reducing the time spent on manual follow-ups for overdue payments, and ensuring timely payment collections without the need for constant administrative oversight.

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 Square.
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
Square actions & triggers
  • Get customer
  • Invoice created
  • Get locations
  • Custom trigger
  • Create customer
  • Update customer
  • Booking created
  • Find customer
  • Get customers
  • Create order
  • Pay order
  • Customer created
  • Order created
  • Booking updated
  • Payment created

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 Square'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