Connect IntakeQ / PracticeQtoMicrosoft Excel
500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
Discover popular templates with IntakeQ / PracticeQ and Microsoft Excel integration
Build yourIntakeQ / PracticeQandMicrosoft Excelautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
IntakeQ / PracticeQ
Get intake form
Gets a full intake form by ID
action
Download attachment from intake
Downloads an attachment from an intake form submission
action
Get invoices
Gets a list of invoices that matches the specified search criteria
action
Get appointments
Gets all appointments
action
Microsoft Excel
Row created
Gets triggered when a new row is added to a specified sheet
trigger
Row updated
Triggers when the values of an existing row change in the selected worksheet
trigger
Get table rows
Retrieves all rows from a table in a workbook
action
Get workbook
Retrieves a workbook from OneDrive or SharePoint
action
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Build your IntakeQ / PracticeQ and Microsoft Excel automation with AI
IntakeQ (also branded as PracticeQ for practice management) is a cloud-based platform offering customizable electronic intake forms, appointment scheduling, billing, secure client portals, telehealth, payments, and insurance claim management.
Microsoft Excel is a spreadsheet software developed by Microsoft, used for data analysis, visualization, and complex calculations. It supports various functions and integration with other Microsoft services.
FAQ
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.”
