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Jotform to Athenahealth Patient Intake Sync

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

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How the automation runs

  1. A patient submits your Jotform intake form
  2. Keragon checks whether the patient already exists in Athenahealth
  3. If the patient is new, a complete profile is created in Athenahealth using the form data
  4. If the patient already exists, their record is updated with the latest submitted information
  5. Everything runs instantly — no manual steps required

Is this for you ?

  • You use Jotform for patient intake and Athenahealth as your EHR
  • Your front-desk team is manually transferring form data into patient records
  • You want to prevent duplicate records and data inconsistencies in Athenahealth
  • You're a small-to-mid-sized practice that needs reliable intake automation without IT resources

Automate your patient intake now.

Try this workflow free. Live in minutes. HIPAA-compliant.

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CategorY

Patient Intake

GOAL

Automate patient intake

creator

X

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Athenahealth

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true

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true

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true

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Square

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Open Dental

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Google Drive

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Google Calendar

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Jotform

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Google Sheets

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Microsoft Outlook

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Healthie

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true

Twilio

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Gmail

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Gmail

Gmail

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Google Sheets

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Google Sheets
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Athenahealth

Athenahealth

Athenahealth

Athenahealth
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true

Google Calendar

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Google Calendar

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Gmail

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Gmail

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DrChrono

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GoHighLevel

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GoHighLevel

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ModMed

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FAQ

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