

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.
200+ 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
Common automation use cases
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.

- 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

- Get lead
- Create lead
- Update lead
- Get leads
- Get editable fields
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.