Appointment Scheduling
Jotform to Open Dental Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in OpenDental. It updates existing records or creates a new one - no manual data entry needed.
Jotform
→
Keragon
→
Open Dental
Every new patient form submitted through Jotform still requires manual entry into Open Dental. Your front desk deserves better than that.
Who this is for
This template is built fo you if:
- You're a dental practice using Jotform for intake and Open Dental as your practice management system
- Your staff manually re-enters form data into Open Dental after each submission
- You want to prevent duplicate patient records without extra workflow steps
- You're looking for a HIPAA-compliant intake automation that requires no coding
How it works
- A patient submits your Jotform dental intake form
- Keragon searches Open Dental for a matching patient record
- If the patient already exists, their Open Dental record is updated with the new data
- If no match is found, a new patient record is created in Open Dental
- The sync completes instantly with no manual involvement
Key benefits
- Jotform-to-Open Dental sync is fully automated for every submission
- Smart deduplication prevents double records for returning patients
- Patient information is always up to date in Open Dental
- Saves front-desk time and reduces transcription errors
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 Open Dental as my dental practice management system.
When a patient submits my intake form in Jotform, search for them in Open Dental using their name, date of birth, or email.
If the patient already exists in Open Dental, update their record with the new form information.
If no match is found, create a new patient record in Open Dental using the submitted data.
Handle both new and existing patient paths cleanly.
I use Jotform for patient intake and Open Dental as my dental practice management system.
When a patient submits my intake form in Jotform, search for them in Open Dental using their name, date of birth, or email.
If the patient already exists in Open Dental, update their record with the new form information.
If no match is found, create a new patient record in Open Dental using the submitted data.
Handle both new and existing patient paths cleanly.
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