Appointment Scheduling
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.
Jotform
→
Keragon
→
Charm EMR
You're entering the same patient information twice: once when they submit the form, once when you open Charm Health. There's a better way.
Who this is for
This template is built fo you if:
- You use Jotform for patient intake and Charm Health as your EHR
- Your staff is spending time on manual data entry that should be automated
- Duplicate or outdated patient records in Charm Health are a recurring issue
- You're a practice looking for a simple, no-code intake-to-EHR automation
How it works
- A patient submits your Jotform intake or registration form
- Keragon searches Charm Health for an existing patient record
- If found, the patient's Charm Health profile is updated with the new form data
- If no match is found, a new patient record is created in Charm Health
- Everything runs instantly — no staff action required
Key benefits
- Intake-to-EHR sync happens automatically for every submission
- No more duplicate patients in Charm Health
- Patient records always reflect the latest intake information
- Frees up admin time for higher-value work
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 for patient intake and Charm Health as my EHR.
When a patient submits my intake form in Jotform, search for them in Charm Health using their email or name.
If they already exist in Charm Health, update their patient record with the latest information from the form. If they don't exist, create a new patient record in Charm Health with the submitted data.
The workflow should handle both new and existing patient paths to prevent duplicate records.
I use Jotform for patient intake and Charm Health as my EHR.
When a patient submits my intake form in Jotform, search for them in Charm Health using their email or name.
If they already exist in Charm Health, update their patient record with the latest information from the form. If they don't exist, create a new patient record in Charm Health with the submitted data.
The workflow should handle both new and existing patient paths to prevent duplicate records.
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