Jotform to Open Dental Patient Intake Sync

AI teammates built for healthcare. Meet Keragon Agents — Now in early access.

June, 05

Templates

Patient Intake

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.

Click to expand

How the automation runs

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

Is this for you ?

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

Automate your appointment scheduling now.

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

Run this workflow

Try it now

Integrations

Jotform

Open Dental

CategorY

Patient Intake

GOAL

Automate patient intake

creator

Keragon

templates published

More templates by

Keragon

Appointment Scheduling

Square to Tebra Appointment Sync

When a booking is created in Square, this workflow checks if the customer already exists in Tebra, creates or updates their patient record, and automatically schedules the corresponding appointment - no manual data entry required.

Patient Communication

AdvancedMD to Spruce Health: Appointment-Based Messaging

When an appointment is created or updated in AdvancedMD, this workflow automatically finds the patient in Spruce Health and sends them a message - no manual outreach required.

Appointment Scheduling

Jotform to Zenoti Appointment Scheduling

When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.

Patient Intake

templates

Patient Intake

Jotform to Canvas Medical Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Canvas Medical. It updates existing records or creates a new one - no manual data entry needed.

Patient Intake

Jotform to Charm Health Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Charm Health. It updates existing records or creates a new one - no manual data entry needed.

Patient Intake

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.

Related templates

Patient Communication

AdvancedMD to Spruce Health: Appointment-Based Messaging

When an appointment is created or updated in AdvancedMD, this workflow automatically finds the patient in Spruce Health and sends them a message - no manual outreach required.

Patient Intake

Jotform to Canvas Medical Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Canvas Medical. It updates existing records or creates a new one - no manual data entry needed.

Patient Intake

Jotform to Charm Health Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Charm Health. It updates existing records or creates a new one - no manual data entry needed.

Square

Tebra (Kareo)

true

Spruce Health

This is some text inside of a div block.

AdvancedMD

true

Jotform

This is some text inside of a div block.

Zenoti EMR

Jotform

This is some text inside of a div block.

Optimantra

Jotform

This is some text inside of a div block.

Canvas Medical

Jotform

This is some text inside of a div block.

Charm EMR

Jotform

This is some text inside of a div block.

Open Dental

Jotform

This is some text inside of a div block.

Cerbo

Jotform

This is some text inside of a div block.

AdvancedMD

true

Jotform

This is some text inside of a div block.

Tebra (Kareo)

true

Jotform

This is some text inside of a div block.

IntakeQ / PracticeQ

Healthie

This is some text inside of a div block.

true

Quickbooks

Healthie

This is some text inside of a div block.

true

Oura

Healthie

This is some text inside of a div block.

true

HubSpot

This is some text inside of a div block.

Healthie

This is some text inside of a div block.

true

Spruce Health

This is some text inside of a div block.

Athenahealth

This is some text inside of a div block.

true

Paubox

Formsite

GoHighLevel

This is some text inside of a div block.

Google Drive

This is some text inside of a div block.

Google Calendar

Gmail

Twilio

This is some text inside of a div block.

Jotform

This is some text inside of a div block.

Google Sheets

This is some text inside of a div block.

Google Drive

This is some text inside of a div block.

Google Calendar

HubSpot

This is some text inside of a div block.

Canvas Medical

Microsoft Outlook

Airtable

Canvas Medical

Typeform

This is some text inside of a div block.

Twilio

This is some text inside of a div block.

Gmail

Google Sheets

This is some text inside of a div block.

Healthie

This is some text inside of a div block.

true

Twilio

This is some text inside of a div block.

Gmail

Google Sheets

This is some text inside of a div block.

Athenahealth

This is some text inside of a div block.

true

Google Calendar

Gmail

Google Sheets

This is some text inside of a div block.

DrChrono

This is some text inside of a div block.

true

GoHighLevel

This is some text inside of a div block.

Jotform

This is some text inside of a div block.

Healthie

This is some text inside of a div block.

true

Jotform

This is some text inside of a div block.

ModMed

Jotform

This is some text inside of a div block.

Elation

Jotform

This is some text inside of a div block.

DrChrono

This is some text inside of a div block.

true

Jotform

This is some text inside of a div block.

Athenahealth

This is some text inside of a div block.

true

FAQ

No items found.