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.
Jotform
→
Keragon
→
Cerbo
Every intake or pre-visit form that comes in through Jotform still requires someone to manually open Cerbo and create the encounter. That's slowing down care.
Who this is for
This template is built fo you if:
- 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
How it works
- 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
Key benefits
- Form submissions automatically trigger new patient encounters in Cerbo
- Eliminates charting lag between form submission and encounter creation
- Providers arrive to visits with documentation already started
- Reduces admin workload for high-volume and solo practices alike
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 to collect patient intake and pre-visit information, and Cerbo as my EHR.
When a new Jotform form is submitted, I want Keragon to automatically create a new patient encounter in Cerbo.
First, search for the patient in Cerbo using their name or email from the form. Once the patient is identified, create a new encounter in Cerbo using the submitted form data.
The encounter should be linked to the correct patient and include the relevant intake information.
I use Jotform to collect patient intake and pre-visit information, and Cerbo as my EHR.
When a new Jotform form is submitted, I want Keragon to automatically create a new patient encounter in Cerbo.
First, search for the patient in Cerbo using their name or email from the form. Once the patient is identified, create a new encounter in Cerbo using the submitted form data.
The encounter should be linked to the correct patient and include the relevant intake information.
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