Healthcare Booking Automation
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.
What this workflow does
• Trigger: JotForm submission (patient info, symptoms/insurance, appointment details).
• Branch A - Appointment: Create a Google Calendar event with patient name, time, and notes.
• Branch B - Patient records:
◦ Filter: Is the patient new? (match by email/phone).
◦ If new → add patient row to Google Sheets, create a named Google Drive folder, upload the submitted insurance document into that folder.
• Orchestration: Keragon handles routing, error handling, and retries.
Why it matters
Clinics struggle with manual form checks, scattered insurance files, and no unified view of upcoming appointments. This template centralizes intake, standardizes document handling, and gives staff real‑time visibility into bookings with an audit trail.
Who this is for
Small to mid‑size medical/behavioral health clinics using Google Workspace that want structured intake, automatic document filing, and calendar‑level visibility - without hiring extra admin.
Key Benefits
• One form → patient record, folder, and appointment created automatically
• Insurance documents filed to the correct patient folder every time
• Real‑time calendar logging for all submissions• Clean audit trail in Sheets + Drive
• Built for HIPAA‑friendly operations with Keragon as the orchestrator
