Jotform to AdvancedMD 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.
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How the automation runs
- A patient submits your Jotform intake form
- Keragon checks whether the patient already exists in AdvancedMD
- For new patients: their profile is created and an appointment is booked with the appropriate provider
- For returning patients: their record is updated and the new appointment is added directly
- The full intake-to-scheduling workflow completes in seconds — no manual steps required
Is this for you ?
- You use Jotform for intake and AdvancedMD for patient management and scheduling
- Your front-desk team handles both intake and scheduling manually after every form submission
- You want new and returning patients scheduled automatically without staff involvement
- You're an intake coordinator or clinic administrator looking to cut scheduling friction
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