Templates Categories | Keragon

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Patient Communication

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Labs & Prescription

Appointment Scheduling

Patient Communication

Team Collaboration

Patient Communication

AthenaHealth to Paubox Patient Sync Automation

Automatically syncs patient records between AthenaHealth and Paubox to keep healthcare marketing lists up to date with every patient add, update, or deletion.

Team Collaboration

HubSpot Deal Stage Update to Canvas Medical + Airtable Log

When a HubSpot deal changes stage, this workflow sends the patient a confirmation email via Outlook, updates their appointment in Canvas Medical, and logs the interaction in Airtable.

Patient Intake

Typeform to Canvas Medical Patient Intake Sync

When a referral form is submitted, this workflow automatically creates a patient record in CanvaMedical, optionally schedules their first appointment, sends a confirmation, and logs the intake in Google Sheets.