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.
What this workflow does
- Trigger: Watch Patients module in AthenaHealth (new, updated, or deleted).
- Logic:
- When a new patient is added → create a new subscriber in Paubox Marketing.
- When a patient record is updated → find the corresponding subscriber in Paubox and update their details.
- When a patient is deleted → find and remove the matching subscriber from Paubox.
Why it matters
Healthcare teams often maintain separate systems for clinical records and marketing communications. This automation eliminates manual syncing, ensuring that every patient’s marketing permissions and communication status match their latest clinical profile in AthenaHealth.
Who this is for
Designed for healthcare teams using AthenaHealth for EHR and Paubox for HIPAA-compliant marketing communication who want to:
- Keep mailing lists current and compliant
- Prevent sending campaigns to inactive/deleted patients
- Streamline admin work between marketing and medical teams
Key benefits
- Real-time sync of AthenaHealth patient changes with Paubox subscriber list
- Automatically adds, updates, or removes patients without manual action
- Reduces HIPAA compliance risk by maintaining accurate communication lists
- Saves staff hours otherwise spent cross-checking systems
- Fully automated and auditable via Keragon
FAQ
What happens if a patient’s email already exists in Paubox?
The workflow detects duplicates via search and performs an update instead of creating a new subscriber.
Can this flow handle multiple AthenaHealth instances?
Yes, by duplicating and adjusting the initial trigger connection, you can support multi-practice setups.
What data fields sync automatically?
First Name, Last Name, and Email.
