Appointment Scheduling
Jotform to IntakeQ Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in IntakeQ. It updates existing records or creates a new one - no manual data entry needed.
Jotform
→
Keragon
→
IntakeQ / PracticeQ
Every intake form that comes in means someone has to manually open IntakeQ and enter the data. That's not sustainable.
Who this is for
This template is built fo you if:
- You use Jotform for patient intake and IntakeQ as your practice management system
- Your team spends time manually copying form data into IntakeQ after every submission
- Duplicate patient entries in IntakeQ are causing confusion or extra cleanup work
- You're a solo provider or small practice looking to automate admin work without writing code
How it works
- A patient submits your Jotform intake form
- Keragon searches IntakeQ for a matching patient record
- If the patient is found, their IntakeQ profile is updated with the new information
- If no match exists, a new patient record is created in IntakeQ
- The workflow runs instantly for every submission — no manual steps needed
Key benefits
- End-to-end intake automation from Jotform to IntakeQ
- Automatic deduplication - no double records for returning patients
- Patient data is always current and accurate in IntakeQ
- Fully HIPAA-compliant and 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 IntakeQ as my practice management system.
When a new Jotform submission is received, search for the patient in IntakeQ using their email or name.
If the patient already exists, update their IntakeQ profile with the information from the form.
If the patient does not exist, create a new patient record in IntakeQ using the submitted form data.
Handle both the new and existing patient branches to prevent duplicate records.
I use Jotform for patient intake and IntakeQ as my practice management system.
When a new Jotform submission is received, search for the patient in IntakeQ using their email or name.
If the patient already exists, update their IntakeQ profile with the information from the form.
If the patient does not exist, create a new patient record in IntakeQ using the submitted form data.
Handle both the new and existing patient branches to prevent duplicate records.
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