Typeform to Canvas Medical Patient Intake Sync

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June, 05

Templates

Patient Intake

Typeform to Canvas Medical Patient Intake Sync

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.

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How the automation runs

A patient submits your Typeform intake form
Keragon searches Canvas Medical for an existing patient record
Returning patients are updated in Canvas; new patients are created automatically
A confirmation is sent to the patient via Twilio SMS — or Gmail if no phone number is available
The intake event is logged to Google Sheets with patient details, timestamp, and channel used

Is this for you ?

You use Typeform for patient intake and Canvas Medical as your EHR
Your workflow requires manual data entry from the form into the EHR
You want automated confirmation messages sent via Twilio or Gmail right after intake
You need all intake events logged automatically to Google Sheets for reporting

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

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Integrations

Canvas Medical

Typeform

Twilio

Gmail

Google Sheets

CategorY

Patient Intake

GOAL

Automate patient intake

creator

Keragon

templates published

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Square

Tebra (Kareo)

true

Spruce Health

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AdvancedMD

true

Jotform

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Zenoti EMR

Jotform

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Optimantra

Jotform

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Canvas Medical

Jotform

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Charm EMR

Jotform

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Open Dental

Jotform

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Cerbo

Jotform

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AdvancedMD

true

Jotform

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Tebra (Kareo)

true

Jotform

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IntakeQ / PracticeQ

Healthie

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true

Quickbooks

Healthie

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true

Oura

Healthie

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true

HubSpot

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Healthie

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true

Spruce Health

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Athenahealth

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true

Paubox

Formsite

GoHighLevel

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Google Drive

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Google Calendar

Gmail

Twilio

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Jotform

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Google Sheets

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Google Drive

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Google Calendar

HubSpot

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Canvas Medical

Microsoft Outlook

Airtable

Canvas Medical

Typeform

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Twilio

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Gmail

Google Sheets

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Healthie

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true

Twilio

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Gmail

Google Sheets

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Athenahealth

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true

Google Calendar

Gmail

Google Sheets

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DrChrono

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true

GoHighLevel

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Jotform

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Healthie

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true

Jotform

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ModMed

Jotform

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Elation

Jotform

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DrChrono

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true

Jotform

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Athenahealth

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true

FAQ

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