Jotform to Elation Patient Intake Sync

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July 9th

Templates

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.

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How the automation runs

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

Is this for you ?

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

Automate your patient intake now.

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

Run this workflow

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Integrations

Jotform

Elation

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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true

Paubox

Formsite

GoHighLevel

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Google Drive

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Google Calendar

Gmail

Twilio

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Jotform

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Google Sheets

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Google Drive

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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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