Patient Intake
Jotform to Elation Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.
Jotform
→
Keragon
→
Elation
Your patients are submitting intake forms in Jotform, but those records are still sitting in your inbox waiting to be entered into Elation manually.
Who this is for
This template is built fo you if:
- You use Jotform for patient intake and Elation Health as your EHR
- Your team manually enters intake form data into Elation after every submission
- Duplicate patient records in Elation are a recurring issue for your practice
- You're a provider or admin team looking for a clean, HIPAA-compliant intake automation
How it works
- A patient submits your Jotform intake form
- Keragon searches Elation for a matching patient profile using the form data
- If the patient exists, their Elation record is updated with the latest information
- If no match is found, a new patient profile is created in Elation
- Everything runs automatically — no manual steps or data re-entry
Key benefits
- Instant intake-to-EHR sync after every Jotform submission
- Automatic deduplication — returning patients are always correctly matched
- New patient profiles created without any manual effort
- Fully HIPAA-compliant, no-code setup in minutes
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 Elation Health as my EHR.
When a new Jotform form is submitted, search for the patient in Elation using their email or other identifying information from the form.
If the patient already exists in Elation, update their record with the latest data from the submission.
If no match is found, create a new patient profile in Elation using the form data. Make sure both the new patient and existing patient branches are clearly handled.
I use Jotform for patient intake and Elation Health as my EHR.
When a new Jotform form is submitted, search for the patient in Elation using their email or other identifying information from the form.
If the patient already exists in Elation, update their record with the latest data from the submission.
If no match is found, create a new patient profile in Elation using the form data. Make sure both the new patient and existing patient branches are clearly handled.
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