Jotform to Tebra Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Tebra. It updates existing patient record or creates a new one - no manual entry required.
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How the automation runs
- A patient submits your Jotform intake form
- Keragon searches Tebra for an existing patient using identifying fields from the form
- If the patient exists, their Tebra profile is updated with the latest intake data
- If no match is found, a new patient record is created in Tebra
- Everything runs automatically — no staff involvement required
Is this for you ?
- You use Jotform for intake and Tebra (formerly Kareo) as your EHR or practice management system
- Your front-desk team is manually entering form data into patient records
- Duplicate patient records in Tebra are causing confusion in your practice
- You want a reliable, no-code solution for patient data sync that just works
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