Patient Intake
Jotform to ModMed Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in ModMed. It updates the patient’s record or creates a new one - no manual input required.
Jotform
→
Keragon
→
ModMed
Specialty clinics using ModMed can't afford the time it takes to manually enter every new intake form into their EHR.
Who this is for
This template is built fo you if:
- You use Jotform for new patient intake and ModMed as your specialty EHR
- Your front-desk staff is entering form data into ModMed by hand after every submission
- You run a specialty clinic and need a workflow that handles both new and returning patients
- You want a HIPAA-compliant, no-code intake automation for a high-volume practice
How it works
- A patient submits your Jotform intake form
- Keragon searches ModMed for an existing patient record using the form data
- If the patient is found, their ModMed profile is updated with the latest form information
- If no match exists, a new patient is created in ModMed
- The sync runs instantly for every submission — no staff action needed
Key benefits
- Every intake submission lands in ModMed without manual re-entry
- Returning patients are automatically recognized and updated
- New patient records are created instantly from form data
- Reduces front-desk burden in high-volume specialty environments
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 new patient intake and ModMed as my specialty EHR.
When a new Jotform submission is received, search ModMed for an existing patient record using the patient's name, date of birth, or email from the form.
If the patient already exists in ModMed, update their profile with the latest form data.
If no match is found, create a new patient record in ModMed using the submitted information. Handle both the new and existing patient paths to avoid duplicate records in my EHR.
I use Jotform for new patient intake and ModMed as my specialty EHR.
When a new Jotform submission is received, search ModMed for an existing patient record using the patient's name, date of birth, or email from the form.
If the patient already exists in ModMed, update their profile with the latest form data.
If no match is found, create a new patient record in ModMed using the submitted information. Handle both the new and existing patient paths to avoid duplicate records in my EHR.
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