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
Jotform
→
Keragon
→
DrChrono
Your front desk is re-typing patient details from Jotform into DrChrono every single day. That ends here.
Who this is for
This template is built fo you if:
- 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
How it works
- 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
Key benefits
- Manual re-entry between Jotform and DrChrono is fully eliminated
- Automatic deduplication prevents duplicate records for returning patients
- Existing patient profiles are always kept current
- Saves staff hours on repetitive data entry every week
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 forms and DrChrono as my EHR.
When a new Jotform submission is received, search for the patient in DrChrono using their name, date of birth, or email.
If the patient already exists, update their existing DrChrono profile with the latest information from the form.
If the patient does not exist, create a new patient record in DrChrono using the submitted data. Make sure the workflow handles both branches — new and existing patient — to avoid duplicate records.
I use Jotform for patient intake forms and DrChrono as my EHR.
When a new Jotform submission is received, search for the patient in DrChrono using their name, date of birth, or email.
If the patient already exists, update their existing DrChrono profile with the latest information from the form.
If the patient does not exist, create a new patient record in DrChrono using the submitted data. Make sure the workflow handles both branches — new and existing patient — to avoid duplicate records.
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