
Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in Canvas Medical. It updates existing records or creates a new one - no manual data entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in Charm Health. It updates existing records or creates a new one - no manual data entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in OpenDental. It updates existing records or creates a new one - no manual data entry needed.

Patient Intake
When a patient submits a Jotform, this workflow searches for their record in Cerbo and automatically creates a new encounter - streamlining documentation from the start.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they exist in AdvancedMD. It creates or updates their profile and schedules an appointment automatically - no manual entry needed.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in Tebra. It updates existing patient record or creates a new one - no manual entry required.

Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they already exist in IntakeQ. It updates existing records or creates a new one - no manual data entry needed.

Patient Intake
A conditional appointment intake that files patient data and insurance docs, and logs every booking to Google Calendar - reducing manual admin while improving clinical readiness.

Patient Intake
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.

Patient Intake
When a patient submits a Jotform, this workflow checks if they already exist in Healthie. It updates existing records or creates new ones - automatically and without manual effort.

Patient Intake
When a patient submits a Jotform, this workflow checks if they already exist in ModMed. It updates the patient’s record or creates a new one - no manual input required.

Patient Intake
When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.
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