Jotform to Charm Health Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Charm Health. It updates existing records or creates a new one - no manual data entry needed.
What this workflow does
This workflow automates the patient intake process by syncing Jotform submissions directly with Charm Health. Once a new form is submitted, the system checks for an existing patient record in Charm Health.
- If a match is found, the patient record is updated with the latest form data.
- If no match is found, a new patient profile is created automatically.
This ensures that all patient information - whether from new or returning patients - is accurately and promptly reflected in your EHR.
Why it matters
Manually transferring patient intake information into Charm Health is time-intensive and increases the risk of errors or duplicate records. This automation removes that burden, improving data consistency and giving staff more time to focus on patient care instead of paperwork.
Whis this is for
This template is built for clinics and small practices that use Jotform for digital intake and Charm Health as their EHR platform. It's ideal for admin teams, intake coordinators, and providers who want to streamline operations and reduce manual tasks.
Key benefits
• Automatically create or update patients in Charm Health from every Jotform submission
• Prevent duplicate records and ensure data accuracy
• Accelerate new patient onboarding and follow-up workflows
• Save time on repetitive administrative work
• Fully HIPAA-compliant with no coding required
