Jotform to Healthie Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Healthie. It updates existing records or creates new ones - automatically and without manual effort.
What this workflow does
This automation begins when a patient submits a Jotform, typically used for intake or onboarding. The workflow searches for the patient in Healthie using the submitted data. A conditional step checks whether the patient already exists: if found, it updates the patient’s profile in Healthie with the latest information; if not, it creates a brand-new patient record. The process ensures your Healthie database is kept clean, current, and duplicate-free.
Why it matters
Manual data transfer from intake forms to Healthie is inefficient and prone to errors. This workflow ensures patient information is captured once and used everywhere, eliminating the need for repetitive admin work. It also ensures existing records stay updated - critical for accurate care planning and documentation.
Who this for
This template is ideal for wellness practices, dietitians, therapists, or virtual care teams who use Jotform for intake and Healthie as their EHR or practice management system. It’s especially useful for admin staff or solo providers looking to streamline operations and improve patient onboarding.
Key benefits
• Automatically sync new or updated patient data from Jotform to Healthie
• Eliminate duplicate records by checking for existing patients
• Reduce admin burden and manual errors• Improve data consistency across intake and EHR
• Fully HIPAA-compliant, no-code setup
