Connect ModMedtoSquare
Build HIPAA-compliant automations that sync data across your ModMed and Square with AI.


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Discover popular templates with ModMed and Square integration
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Build yourModMedandSquareautomation 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

Square
Payment created
Triggers when a new payment is created
trigger
Customer created
Triggers when a new customer is created
trigger
Invoice created
Triggers when a new invoice is created
trigger
Booking created
Triggers when a new booking is created
trigger
Booking updated
Triggers when a booking is updated
trigger
Custom trigger
Triggers for selected Square events
trigger
Order created
Triggers when a new order is created
trigger
Get bookings
Retrieves a collection of bookings
action
Get team members
Fetches a list of all team members
action
Update subscription
Updates a subscription
action
Create order
Creates an order
action
Find customer
Fetches a registered customer based on filter
action
Pay order
Pays an order
action
Create subscription
Creates a subscription
action
Create customer
Creates a customer
action
Get customer
Gets a specific customer by its identifier
action
Create payment link
Generates a payment link
action
Cancel subscription
Schedules an action to cancel an active subscription
action
Get orders
Gets a list of orders
action
Get locations
Retrieves a list of locations
action
Get booking custom attributes
Gets a list of a booking's custom attributes
action
Find subscription
Fetches a subscriptions based on filter
action
Update team member
Updates a team member
action
Update customer
Updates a specific customer
action
Get catalog object
Gets a single catalog object by ID
action
Get customers
Fetches a list of all registered customers
action
Search invoices
Searches for invoices from a location specified in the filter
action
Get catalog objects
Gets a list of catalog objects
action
Create payment
Generates a payment using the provided source. Charge a card or record a payment that the seller received outside of Square.
action
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Build your ModMed and Square automation with AI
ModMed provides cloud-based electronic health records (EHR) and practice management solutions for specialty medical practices, enhancing efficiency and patient care.
Square provides tools for businesses to accept payments, manage sales, and handle various aspects of business operations through a comprehensive platform.
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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