Jotform to Cerbo Patient Encounters

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July 9th

Templates

Patient Intake

Jotform to Cerbo Patient Encounters

When a patient submits a Jotform, this workflow searches for their record in Cerbo and automatically creates a new encounter - streamlining documentation from the start.

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How the automation runs

A patient submits your Jotform form (intake, pre-visit, or health history)
Keragon searches Cerbo for the matching patient record
Once the patient is identified, a new encounter is automatically created in Cerbo
The encounter is populated with the relevant data from the form submission
Your care team sees the encounter in Cerbo — ready to review, with no re-entry needed

Is this for you ?

You use Jotform to collect pre-visit or intake data and Cerbo as your EHR
Your staff is manually creating encounters in Cerbo after every form submission
You want patient-submitted data to flow directly into clinical documentation
You're a functional or integrative medicine practice looking to speed up visit prep

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Integrations

Jotform

Cerbo

CategorY

Patient Intake

GOAL

Automate patient intake

creator

Keragon

templates published

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Keragon

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Healthie

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true

Slack

Athenahealth

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true

pVerify

DrChrono

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true

Quickbooks

Athenahealth

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true

Quickbooks

GoHighLevel

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Quickbooks

Healthie

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true

GoHighLevel

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Athenahealth

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true

GoHighLevel

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Square

Tebra (Kareo)

true

Spruce Health

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AdvancedMD

true

Jotform

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Zenoti EMR

Jotform

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Optimantra

Jotform

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Canvas Medical

Jotform

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Charm EMR

Jotform

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Open Dental

Jotform

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Cerbo

Jotform

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AdvancedMD

true

Jotform

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Tebra (Kareo)

true

Jotform

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IntakeQ / PracticeQ

Healthie

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true

Quickbooks

Healthie

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true

Oura

Healthie

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true

HubSpot

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Healthie

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true

Spruce Health

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Athenahealth

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true

Paubox

Formsite

GoHighLevel

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Google Drive

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Google Calendar

Gmail

Twilio

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Jotform

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Google Sheets

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Google Drive

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Google Calendar

HubSpot

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Canvas Medical

Microsoft Outlook

Airtable

Canvas Medical

Typeform

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Twilio

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Gmail

Google Sheets

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Healthie

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true

Twilio

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Gmail

Google Sheets

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Athenahealth

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true

Google Calendar

Gmail

Google Sheets

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DrChrono

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true

GoHighLevel

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Jotform

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Healthie

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true

Jotform

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ModMed

Jotform

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Elation

Jotform

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DrChrono

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true

Jotform

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Athenahealth

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true

FAQ

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