

Connect Tebra (Kareo) to Asana 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 Tebra (Kareo) and Asana to automate crucial parts of your healthcare organization
Common automation use cases
Task Creation for Patient Follow-Ups and Appointments:
When an appointment is booked or completed in Tebra, Asana automatically creates follow-up tasks for staff (e.g., scheduling the next appointment, sending follow-up instructions, or conducting post-visit surveys). Tasks are assigned to specific team members with due dates to ensure timely follow-through. Ensures that no patient follow-up or critical task is missed. Improves coordination among staff by assigning clear responsibilities.
Care Plan and Treatment Task Management:
After a patient visit or diagnosis is entered into Tebra, a care plan can trigger a series of tasks in Asana (e.g., medication reminders, physical therapy sessions, or lab tests). Tasks can be grouped under projects for specific patients or care plans to track progress systematically. Enhances care coordination by organizing tasks related to treatment plans. Provides visibility into patient care progress through Asana’s dashboards and task tracking features.
Administrative Task Automation and Notifications:
When key administrative events occur in Tebra (e.g., overdue payments, insurance verification required), corresponding tasks are automatically created in Asana. Notifications ensure that the appropriate team members are alerted to handle the task, and Asana tracks progress until completion. Improves efficiency by automating routine administrative tasks. Reduces delays by ensuring staff is notified and accountable for critical tasks.

- Update patient
- Get appointments
- Get service locations
- Get practices
- Update appointment
- Get appointment
- Create patient
- Get patientGet patients
- Get providers
- Create appointment

- Get task
- Get project
- Get users
- Get sections
- Update task
- Get custom fields
- Create task
- Get tasks
- Generic trigger
- Task has changed
- Get tags
- Get projects
- Get workspaces
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.