Appointment Scheduling
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.
Jotform
→
Keragon
→
AdvancedMD
Your intake-to-scheduling flow involves too many manual steps: check if the patient exists, create or update their record, then book the appointment. This should all happen automatically.
Who this is for
This template is built fo you if:
- 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
How it works
- 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
Key benefits
- Full intake-to-appointment workflow runs without any staff intervention
- New patients are created and scheduled in a single automated flow
- Existing patients have records updated and new visits booked seamlessly
- Eliminates scheduling errors caused by manual lookup and re-entry
How to get started
1
Click “Run this workflow”
You’ll be prompted to sign up or log in to your Keragon account. Once inside, you’ll land on your dashboard with a pre-filled prompt in the AI chat.
2
Generate the workflow with AI
Click the CTA in the chat to let Keragon AI build the workflow for you automatically - no manual setup needed.
3
Review and publish
Once the workflow is generated, configure and review it in the canvas, then publish with one click. Your automation will start running immediately.
Your AI prompt
This prompt will be automatically loaded in Keragon AI. Simply run it to generate your workflow, or copy and customize it first.
I use Jotform for patient intake and AdvancedMD for patient management and appointment scheduling.
When a new Jotform form is submitted, I want Keragon to check whether the patient already exists in AdvancedMD.
If the patient is new: fetch the available providers in AdvancedMD, create a new patient profile using the form data, and then immediately schedule an appointment for them with the appropriate provider.
If the patient already exists: retrieve their existing record, update it with the latest form information, and book the new appointment directly.
Both paths should result in a scheduled appointment in AdvancedMD.
I use Jotform for patient intake and AdvancedMD for patient management and appointment scheduling.
When a new Jotform form is submitted, I want Keragon to check whether the patient already exists in AdvancedMD.
If the patient is new: fetch the available providers in AdvancedMD, create a new patient profile using the form data, and then immediately schedule an appointment for them with the appropriate provider.
If the patient already exists: retrieve their existing record, update it with the latest form information, and book the new appointment directly.
Both paths should result in a scheduled appointment in AdvancedMD.
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