Build HIPAA-compliant automations that sync data across your ModMed and Microsoft Excel with AI.


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Discover popular templates with ModMed and Microsoft Excel integration
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Build yourModMedandMicrosoft Excelautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

ModMed
Encounter created or updated
Triggers when an encounter is created or updated
trigger
Appointment updated
Gets triggered when an appointment is updated
trigger
Charge created
Gets triggered when a new charge has been created
trigger
Coverage created or updated
Gets triggered when a coverage has been created or updated
trigger
Service request created or updated
Triggers when a new service request (order) is created or updated
trigger
Appointment created
Gets triggered when there a new appointment has been created
trigger
Patient created or updated
Triggers when a new patient is created or updated
trigger
Create patient
Creates a patient
action
Get task
Gets a task by its ID
action
Download visit note
Downloads a visit note
action
Get coverages
Gets a list of coverages
action
Get patients
Gets a list of patients
action
Get charge item
Gets a signle charge item by its ID
action
Get appointments
Gets a list of appointments
action
Get appointment cancellation reasons
Gets cancellation reasons for appointments
action
Get service requests
Gets a list of service requests (orders)
action
Get encounters
Gets a list of encounters
action
Update patient
Updates a patient. Only the filled in fields will be updated.
action
Get slots
Gets a list of available time slots
action
Get tasks
Gets a task by its ID
action
Get charge items
Gets a list of all the charge items
action
Update appointment
Updates an appointment
action
Create appointment
Creates a new appointment
action
Get appointment types
Gets a list of appointment types
action
Get patient
Gets a patient by its ID
action
Get medication statement
Gets a single medication statement by its ID
action
Create a charge item
Creates a charge item
action
Upload document
Prepares and uploads a document for a patient
action
Get practitioners
Gets a list of practitioners
action
Get medication statements
Gets a list of medication statements for a patient
action
Get locations
Gets a list of locations
action
Get documents
Gets documents of patient
action

Microsoft Excel
New row created
Gets triggered when a new row is added to the specified sheet
trigger
Row updated
Gets triggered when the values of an existing row change in the selected worksheet
trigger
Find row
Find a row in the selected worksheet containing the provided search term
action
Create session
Creates a session that lets all changes made to a workbook to be persisted
action
Get tables
Gets all tables of a OneDrive workbook
action
Update table row
Updates a row from a worksheet table
action
Create table row
Creates a new row to a worksheet table
action
Get worksheets
Gets all worksheets of a OneDrive workbook
action
Clear cells
Clears cells from a worksheet
action
Add row
Add a row in the end of a worksheet
action
Copy workbook
Creates a copy of an existing workbook
action
Get OneDrive item
Gets an existing OneDrive item by its identifier
action
Get workbooks
Retrieves all workbooks in the user's OneDrive
action
Get OneDrive folders
Lists all folders within the OneDrive
action
Update row
Updates a row from a worksheet
action
Get cells
Get cells from a worksheet
action
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Build your ModMed and Microsoft Excel automation with AI
ModMed provides cloud-based electronic health records (EHR) and practice management solutions for specialty medical practices, enhancing efficiency and patient care.
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
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.
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.
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.
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.


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