Keragon Agents are here. AI teammates for healthcare ops.

22/09

OK Production

Templates

All templates

Automation templates for every healthcare workflow

Pick your tools and get personalized, HIPAA-compliant templates.

Featured

A-Z

Newest

results

Notify your care team

Healthie to Slack Care Team Alerts

When an appointment changes in Healthie, send an instant alert to your Slack care team channel.

Verify insurance

Athenahealth to pVerify Insurance Eligibility

When an appointment is booked in Athenahealth, automatically verify the patient's insurance through pVerify.

Sync to accounting

DrChrono to QuickBooks Billing Sync

When an appointment is completed in DrChrono, automatically create a matching invoice in QuickBooks.

Sync to accounting

Athenahealth to QuickBooks Billing Sync

When an appointment is completed in Athenahealth, automatically create a matching invoice in QuickBooks.

Sync to accounting

GoHighLevel to QuickBooks Payment Sync

When a contact reaches a payment stage in GoHighLevel, automatically create a matching invoice in QuickBooks.

Sync to your CRM

Healthie to GoHighLevel Patient Sync

When a patient is created or updated in Healthie, sync them into GoHighLevel as a new or updated contact.

Sync appointment data

Athenahealth to GoHighLevel Appointment Sync

When an Athenahealth appointment updates, sync the patient into GoHighLevel — update their contact or create a new one.

Sync appointment data

Square to Tebra Appointment Sync

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.

Automate patient messaging

AdvancedMD to Spruce Health: Appointment-Based Messaging

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.

Automate booking from forms

Jotform to Zenoti Appointment Scheduling

When a new Jotform is submitted, this workflow creates a guest profile and books their appointment in Zenoti - no manual entry required.

Sync appointment data

Optimantra to Jotform Real-Time Calendar Sync

Whenever a new appointment is booked in Optimantra, this workflow instantly reserves the same time slot in your Jotform calendar - preventing double bookings automatically.

Automate patient intake

Jotform to Canvas Medical Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Canvas Medical. It updates existing records or creates a new one - no manual data entry needed.

Automate patient intake

Jotform to Charm Health Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Charm Health. It updates existing records or creates a new one - no manual data entry needed.

Automate patient intake

Jotform to Open Dental Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in OpenDental. It updates existing records or creates a new one - no manual data entry needed.

Automate patient intake

Jotform to Cerbo Patient Encounters

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.

Automate booking from forms

Jotform to AdvancedMD 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.

Automate patient intake

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.

Automate patient intake

Jotform to IntakeQ Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in IntakeQ. It updates existing records or creates a new one - no manual data entry needed.

Sync to accounting

Healthie to Quickbooks: Automated Invoice Sync for Patient Billing

When a Healthie session is complete, the invoice writes itself in QuickBooks.

Log patient data

Daily Oura-to-Healthie Sync: Auto-Log Wearable Vitals in Patient Chart

Every day, this workflow pulls the previous day’s Oura Ring data - sleep, activity, vitals - and logs a summary note directly in a patient’s Healthie chart for continuous, hands-off monitoring.

Turn leads into patients

HubSpot to Healthie Patient Sync

When a new contact is added to HubSpot, this workflow pulls contact details and automatically creates a patient profile in Healthie.

Reduce no-shows

Healthie to Spruce Health SMS Reminders

When a Healthie appointment is about to start, this workflow checks patient details and sends a personalized SMS reminder via Spruce.

Automate patient messaging

AthenaHealth to Paubox Patient Sync Automation

Automatically syncs patient records between AthenaHealth and Paubox to keep healthcare marketing lists up to date with every patient add, update, or deletion.

Streamline order processing

Lab Appointment & Results Notification Automation

Lab form submitted → appointment booked → patient notified. All automated.

Automate booking from forms

Healthcare Booking Automation

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.

Turn leads into patients

HubSpot Deal Stage Update to Canvas Medical + Airtable Log

When a HubSpot deal changes stage, this workflow sends the patient a confirmation email via Outlook, updates their appointment in Canvas Medical, and logs the interaction in Airtable.

Automate 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.

Reduce no-shows

Healthie to Twilio Appointment Reminder

When an appointment is approaching in Healthie, this workflow sends automated SMS reminders via Twilio (with Gmail as a fallback) and automatically cancels pending messages if the appointment is confirmed or canceled.

Sync appointment data

Athenahealth to Google Calendar Appointment Sync + Patient Confirmation

When an appointment is created, rescheduled, or canceled in Athenahealth, this workflow automatically syncs it to Google Calendar, sends a confirmation email to the patient, and logs the activity in Google Sheets.

Sync appointment data

DrChrono to GoHighLevel Appointment Sync

When a DrChrono appointment is updated, this workflow checks GoHighLevel for the matching patient and either tags the existing contact or creates a new one - keeping your CRM perfectly in sync.

Automate patient intake

Jotform to Healthie Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Healthie. It updates existing records or creates new ones - automatically and without manual effort.

Automate patient intake

Jotform to ModMed Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in ModMed. It updates the patient’s record or creates a new one - no manual input required.

Automate patient intake

Jotform to Elation Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.

Automate patient intake

Jotform to DrChrono Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in DrChrono. It updates existing profiles or creates new patient records - automatically and error-free

Automate patient intake

Jotform to Athenahealth Patient Intake Sync

When a patient submits a Jotform, this workflow checks if they already exist in Athenahealth. It updates existing records or creates a new one - no manual data entry needed.