Appointment Scheduling
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.
Jotform
→
Keragon
→
Tebra (Kareo)
Your front desk is copying patient intake data from Jotform into Tebra by hand. Every submission, every time.
Who this is for
This template is built fo you if:
- 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
How it works
- 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
Key benefits
- Jotform-to-Tebra sync happens instantly after every form submission
- Smart deduplication prevents double patient records
- Existing patients always have their latest information in Tebra
- Saves front-desk hours on repetitive manual data entry
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 Tebra as my EHR and practice management system.
When a new Jotform submission comes in, search for the patient in Tebra using their name or identifying fields from the form.
If the patient already exists, update their Tebra profile with the new form data.
If the patient does not exist, create a new patient record in Tebra. Make sure both the new patient and existing patient branches are handled cleanly to avoid duplicates.
I use Jotform for patient intake and Tebra as my EHR and practice management system.
When a new Jotform submission comes in, search for the patient in Tebra using their name or identifying fields from the form.
If the patient already exists, update their Tebra profile with the new form data.
If the patient does not exist, create a new patient record in Tebra. Make sure both the new patient and existing patient branches are handled cleanly to avoid duplicates.
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