Connect ModMed to Salesforce 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 ModMed and Salesforce to automate crucial parts of your healthcare organization

Keragon is a powerful and flexible healthcare automation software that enables you to connect ModMed and Salesforce 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 Lead Management and Tracking:

This automation connects patient inquiries, referrals, or leads captured in Salesforce with ModMed, allowing healthcare providers to track and manage the entire patient journey from initial contact to ongoing care. New patient leads can be automatically pushed to ModMed, where appointment scheduling and care management can continue seamlessly. Improves the conversion of leads into scheduled appointments, enhances the tracking of patient acquisition efforts, and provides a unified view of patient interactions across marketing, sales, and clinical care teams.

Integrated Patient Communication and Follow-Up Automation:

Automate patient communication by using Salesforce’s CRM capabilities to send personalized messages, follow-ups, and reminders based on data from ModMed. This could include appointment confirmations, post-visit surveys, treatment reminders, or outreach for preventive care. Enhances patient engagement and satisfaction, reduces manual communication tasks for staff, and ensures consistent follow-up, leading to improved patient outcomes and loyalty.

Clinical Data and Insights for Personalized Marketing Campaigns:

Integrate clinical data from ModMed with Salesforce to create targeted marketing campaigns based on patient demographics, medical history, or specific care needs. For example, you can automatically trigger personalized emails for patients due for a check-up or for those with specific conditions who might benefit from new treatments or services. Increases patient retention through targeted outreach, supports preventive care efforts, and enables more effective patient education and engagement through tailored communication strategies.

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 ModMed and Salesforce.
ModMed actions & triggers
  • Get locations
  • Create patient
  • Get patient
  • Get practitioners
  • Appointment created
  • Get charge items
  • Get coverages
  • Get appointment types
  • Get appointments
  • Get medication statements
  • Get patients
  • Create appointment
  • Coverage created or updated
  • Get medication statement
  • Update patient
  • Get charge item
  • Appointment updated
Salesforce actions & triggers
  • Get lead
  • Create lead
  • Update lead
  • Get leads
  • Get editable fields

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 ModMed's or Salesforce'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