How it works
How to get started
1
Click 'Try it now'
The template is copied into your Keragon account. No account yet? You'll be prompted to create one free.
2
3
Publish and go live
One-click publish. Your workflow runs automatically from the first booking.
More templates by
Keragon
Appointment Scheduling
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.
Keragon
Square to Tebra Appointment Sync
Patient Communication
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.
Keragon
AdvancedMD to Spruce Health: Appointment-Based Messaging
Appointment Scheduling
When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.
Keragon
Jotform to Zenoti Appointment Scheduling
More templates by
Patient Intake
Patient Intake
When a patient submits a Jotform, this workflow searches for their record in Cerbo and automatically creates a new encounter - streamlining documentation from the start.
Keragon
Jotform to Cerbo Patient Encounters
Patient Intake
A conditional appointment intake that files patient data and insurance docs, and logs every booking to Google Calendar - reducing manual admin while improving clinical readiness.
Autotetra
Healthcare Booking Automation
Patient Intake
When a referral form is submitted, this workflow automatically creates a patient record in CanvaMedical, optionally schedules their first appointment, sends a confirmation, and logs the intake in Google Sheets.
Keragon
Typeform to Canvas Medical Patient Intake Sync
Related templates
Patient Communication
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.
Keragon
AdvancedMD to Spruce Health: Appointment-Based Messaging
Appointment Scheduling
When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.
Keragon
Jotform to Zenoti Appointment Scheduling
Appointment Scheduling
When a patient submits a Jotform, this workflow checks if they exist in AdvancedMD. It creates or updates their profile and schedules an appointment automatically - no manual entry needed.
Keragon
Jotform to AdvancedMD Appointment Scheduling
FAQ
No items found.
