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.
Typeform
→
Keragon
→
Canvas Medical
Your intake form is in Typeform, your EHR is Canvas, and your team is stuck in the middle doing data entry and sending confirmations by hand.
Who this is for
This template is built fo you if:
- 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
How it works
- 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
Key benefits
- Multi-integration intake flow: Typeform → Canvas → Twilio/Gmail → Sheets, fully automated
- New and returning patients both handled without any staff involvement
- Patients receive an instant confirmation the moment their form is processed
- Complete intake log maintained in Google Sheets automatically
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 Typeform for patient intake and Canvas Medical as my EHR.
When a new Typeform form is submitted, search for the patient in Canvas Medical.
If the patient exists, update their Canvas Medical profile.
If they don't exist, create a new patient record in Canvas Medical.
After creating or updating the patient, send a confirmation message to the patient — try Twilio SMS first, and fall back to Gmail if no phone number is available.
Log the intake event to Google Sheets with the patient name, timestamp, and channel used.
I use Typeform for patient intake and Canvas Medical as my EHR.
When a new Typeform form is submitted, search for the patient in Canvas Medical.
If the patient exists, update their Canvas Medical profile.
If they don't exist, create a new patient record in Canvas Medical.
After creating or updating the patient, send a confirmation message to the patient — try Twilio SMS first, and fall back to Gmail if no phone number is available.
Log the intake event to Google Sheets with the patient name, timestamp, and channel used.
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