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.
What this workflow does
This workflow captures patient information from a Jotform submission and automatically syncs it with Athenahealth. It begins by triggering when a new form is submitted via Jotform. Then, it searches Athenahealth to determine whether the patient already exists in the database. Based on that check, the workflow follows one of two branches: if the patient exists, it updates their existing Athenahealth record; if not, it creates a brand-new patient profile in Athenahealth. This ensures each submission results in accurate and up-to-date patient records.
Why it matters
Manual data entry is time-consuming and introduces risk for errors, especially in fast-paced healthcare environments. This workflow ensures your Athenahealth EHR stays aligned with patient-submitted data, eliminating redundancies. Whether onboarding a new patient or updating existing records, the process is fully automated, saving staff time and improving data reliability.
Who this is for
This template is ideal for solo practices, front-desk teams, or clinical staff who use Jotform for patient intake and Athenahealth as their EHR. It’s especially useful for small-to-mid-sized practices aiming to streamline workflows without IT resources or custom development.
Key benefits
• Eliminate manual entry between Jotform and Athenahealth
• Prevent duplicate patient records in your EHR
• Automatically update patient demographics or contact info
• Save time and reduce admin workload for front-desk teams
• Fully HIPAA-compliant and easy to configure
