Jotform to DrChrono Patient Intake Sync

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June, 05

Templates

Patient Intake

Jotform to DrChrono Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in DrChrono. It updates existing profiles or creates new patient records - automatically and error-free

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How the automation runs

A patient submits your Jotform intake form
Keragon searches DrChrono for an existing patient using identifying fields from the form
If a matching record is found, the patient's DrChrono profile is updated with the latest data
If no match is found, a new patient record is created in DrChrono
The entire process runs automatically — no staff action required

Is this for you ?

You use Jotform for intake and DrChrono as your primary EHR
Your staff is manually entering form submissions into DrChrono patient profiles
Duplicate patient records are an ongoing problem for your practice
You're a high-volume clinic that needs a scalable, no-code intake workflow

Automate your patient intake now.

Try this workflow free. Live in minutes. HIPAA-compliant.

Run this workflow

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Integrations

Jotform

DrChrono

CategorY

Patient Intake

GOAL

Automate patient intake

creator

Keragon

templates published

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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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Jotform

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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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