"What we like most about Keragon is how easy it is to use while still meeting strict HIPAA compliance standards. The interface is intuitive, the platform is powerful, and the support team has been responsive and helpful whenever we've needed assistance."
Keragon Agents are here. AI teammates for healthcare ops.
Build yours in 5 min
08/10
Integration Template Pagination Edit
Specialty · Wellness & Longevity
AI agents built for wellness & longevity clinics
Keep intake, labs, refills and check-ins moving between visits, on the EHR and tools your clinic already uses. Keragon Agents run the handoffs, and every clinical call stays with your clinicians.
Trusted by healthcare teams across the US
Customer results
Wellness and longevity teams get their hours back
10-15 hrs
of manual work saved every week by a telehealth weight-loss and wellness team
See ActiveMD case study ›100%
of manual patient data sync eliminated for a weight management and hormone care practice
See Cassia Optimal Health case study ›The AI teammates
The four agents wellness and longevity clinics start with
Your patients pay for a program that keeps moving between visits. These Agents keep intake, labs, refills and check-ins on track across your EHR, lab platform and messaging, and every clinical decision stays with your clinicians.
Intake & onboarding
Every new patient arrives with the full picture
Your intake forms are ready
Done, prior labs uploaded
Sends history, goals, consent and prior-lab requests the moment a first visit is booked
Follows up until everything is complete, and flags what is missing before the baseline visit
Creates the patient once across your EHR, CRM and messaging, and flags duplicates instead of creating them
Sends the good faith exam invite where your program needs one
Labs & follow-through
From lab order to a reviewed next step
Review task created
Opens a review task for the named clinician when a lab order or result updates
Reminds your team while a result waits, on the schedule you set
Messages the patient only after a clinician marks the result reviewed, in words you approved
Sends retest reminders on each patient's protocol cadence
Program check-ins
Between visits, the plan keeps moving
How is this week going?
All good, see you Thursday
Sends approved check-ins and progress questionnaires on your program's rhythm, and files responses to the chart
Sends side-effect reports and worrying replies to your care team at once, with the message attached
Books follow-up and retest visits, and restarts the conversation after a missed one
Brings wearable readings a patient chooses to share into their chart for review
Refills & membership
Refills and memberships that don't stall
M
T
W
T
F
Queued for sign-off
Collects refill requests and queues them for prescriber sign-off, with labs-due status attached
Keeps membership and payment status in step across your EHR and CRM
Follows up on a failed payment or past-due invoice in your words, before care is interrupted
Tells the patient where their request stands, so nobody chases a prescription
USE CASES
Common wellness and longevity clinic workflows we automate
Beyond the core agents, the jobs hormone, weight-loss, functional medicine and longevity clinics hand to Keragon first.
New patient onboarding
From booking to baseline visit: patient created, intake and consents sent, prior labs requested.
Onboarding
Hormone therapy monitoring
Recheck and safety-lab dates tracked for each patient, with refills from overdue labs flagged to the prescriber.
Hormones
Weight-loss program check-ins
Check-ins on the program's schedule, refill requests queued for sign-off, side-effect replies sent to a clinician.
Weight loss
Supplement & treatment plans
A new supplement or treatment plan is logged to the chart and the patient gets your approved instructions.
Supplements
Inquiry to discovery call
Every website and social lead-form inquiry gets a booking link and lands in your CRM.
Growth
Safety & compliance
Built for clinician-led wellness and longevity care
Keragon Agents run the operations around your program. They collect, remind, route and follow up, and they send anything clinical to your team. They never diagnose, interpret a lab, or change a treatment plan.
Standard, on every plan
HIPAA handling and a BAA included
HIPAA-compliant data handling, BAA on every paid plan
SOC 2 Type II audited
Encryption in transit and at rest
Audit log on every agent action
Wellness-specific
Your clinical rules stay in control
Results are routed, never interpreted. A lab status opens a task for the reviewing clinician. Agents never read a value or tell a patient what it means.
Refills and doses wait for a prescriber. Agents collect the request and its context, then queue it. They never approve, deny or change a medication or dose.
Only language you approved. Patient messages use your templates. Agents make no claims about treatments, supplements or results.
Side effects go to a person. Symptoms, side-effect reports and anything uncertain reach your care team at once, with the whole message attached.
Who it's for
Built for wellness and longevity clinics, from a solo clinician to a multi-state program
From a single-clinician hormone practice to a telehealth program across many states, Keragon works on top of the EHR and lab tools you already run.
Hormone & TRT clinics
Menopause care
Functional & integrative medicine
Longevity & preventive clinics
Medical weight loss programs
Naturopathic doctors
Concierge wellness practices
IV & injection clinics
Telehealth wellness programs
Multi-location clinic groups
How it works
Your wellness clinic's follow-up, running between visits
Describe the job and Keragon runs it end to end, connected to your EHR, lab platform, CRM and messaging, HIPAA-compliant, even after hours.
Step 1 · Describe what you need
Tell Keragon what you want, the way you would tell a teammate.
"When a lab order or result updates, create a review task in our EHR for the patient's clinician, and once it's marked reviewed, text the patient a link to book their follow-up."
Step 2 · Connect your systems
Connect your EHR, lab platform, CRM and messaging.
Keragon works across the tools you already run, so patients, lab orders, refills and payments stay in sync without re-typing.
Step 3 · Set the guardrails
Approved answers, clinical routing, quiet hours.
You set what Agents may say, what routes to a person, and when outreach is allowed to go out.
Step 4 · Test with sample data, then go live
Test with sample data, then run it around the clock.
Try it on sample data first. Every action is logged for HIPAA audit, and you can adjust anytime in plain English.
Integrations
Connect your functional medicine EHR, labs, and everything around them.
400+ HIPAA-compliant integrations across 50+ EHRs, plus lab platforms, pharmacy, CRM, messaging and payments. Keep the systems you chose, and automate the handoffs between them.
30+ EHRs · Deep coverage
Most popular tools · Scheduling, Billing & Communication
For clinic groups
Running a multi-location wellness or longevity clinic group?
One approved protocol for every location. Intake, lab follow-through and check-ins run the same way, whichever site or state the patient uses.
Routing that knows your team. Results, refills and replies reach the right location, clinician and care team member.
The same bounded workflow, deployed per location. Roll a proven workflow out site by site, with local rules where they differ.
An audit trail for every Agent action. One compliance story for the whole group, reviewable at any time.
Try it yourself
What would you like to automate in your wellness clinic?
Pick a common job or describe your own. Keragon opens it in the builder, ready for you to connect your tools.
Oops! Something went wrong while submitting the form.
Send the intake packet
Send new patients our history, goals and consent forms when a first visit is booked, and follow up until they are complete
Request prior labs
Ask new patients to upload prior lab results before their baseline visit and flag who has not
Send the good faith exam
Send the good faith exam invite when a first treatment is booked and flag anyone who has not completed it
Answer new inquiries
Reply to every new website inquiry with a booking link for a discovery call and add them to our CRM
Route lab order updates
When a lab order or result updates, create a review task for the patient's clinician in our EHR
Send retest reminders
Remind patients to book their retest lab draw on each protocol's cadence
Collect refill requests
Collect refill requests and queue them for prescriber sign-off with the patient's labs-due status
Log supplement plans
Log each new supplement or treatment plan to the patient's chart and send our approved instructions
Send program check-ins
Send our weekly program check-in and file each answer to the patient's chart
Route side-effect reports
Send any side-effect report or worrying reply to our care team straight away with the message attached
Follow up on failed payments
Follow up on a failed membership payment in our words and tell our team if it is still unpaid after three days
WHAT CHANGES
Your wellness and longevity clinic, before and after Keragon
The same week, run two ways.
Before Keragon
History, prior labs and consents arrive in five places, and the first visit starts with gaps
A lab result is ready and nobody owns the next step
Retest and recheck dates live in a spreadsheet or someone's memory
A refill request sits in the inbox until the patient runs low
Check-ins go out when someone remembers, and a side-effect reply waits for Monday
A failed membership payment is found at the next visit
After Keragon
Intake is chased and complete before the baseline visit
Every lab status change becomes a task with a named reviewer
Retest reminders go out on each patient's protocol cadence
Refill requests are queued for prescriber sign-off with labs-due status attached
Check-ins run on your program's rhythm, and side-effect replies reach a clinician at once
A failed payment gets a follow-up in your words, before care is interrupted
The moments practices decide to stop doing this by hand:
Launching a new program or membership tier
Adding a hormone or weight-loss program
Opening a second location
Switching lab or supplement platforms
A refill delay turned into a bad review
More inquiries than the front desk can answer
See your own before and after. Put your appointment volume and no-show rate into the calculator, and see what Keragon gives back.
Estimate what recovered appointments are worth ›Resources
Learn more about AI agents for wellness and longevity clinics
Guides and templates from the Keragon library for functional medicine, hormone, weight-loss and longevity clinics.
Between-visit data
Patients, leads & retention
FAQ
Wellness and longevity clinic automation questions, answered
What is Keragon for a wellness or longevity clinic?
Keragon is a HIPAA-compliant AI automation platform for healthcare. For hormone, functional medicine, weight-loss and longevity clinics it provides AI teammates that run intake, lab follow-through, refill requests, program check-ins and membership payments between visits, on top of the EHR and lab tools you already use. It is not an EHR, a lab or a pharmacy, and every clinical decision stays with your clinicians.
Does it work with Healthie, Cerbo, athenahealth or Practice Better?
Yes. Keragon connects 400+ healthcare tools, including Healthie, Cerbo, athenahealth, DrChrono, Practice Better, Charm Health, Elation, Canvas Medical and Hint, plus your lab platform, CRM, messaging and payments. What an Agent can do depends on what each system exposes. Where an EHR sends no events, as with Cerbo, an Agent can check it on a schedule you set. The current list is at keragon.com/all-integrations.
Can it connect our lab and supplement tools?
Yes, as follow-through. Keragon follows lab-order status and treatment plans in Fullscript, and connects to Rupa Health and Junction. When a lab order updates, an Agent can open a review task for the right clinician in your EHR and message the patient once the result is reviewed. Keragon does not order labs on its own and never interprets a result.
We're cash-pay. Do we need the insurance features?
No. Most wellness and longevity clinics start with intake, lab follow-through, refills and check-ins. If you also bill insurance, eligibility checks are available through your EHR or an eligibility service.
Can it handle memberships and payments?
Yes. Keragon connects to Hint for memberships and invoices, and to Stripe, Square and Stax for payments, so a new membership can create the patient in your EHR and a failed payment can start a follow-up in your words. It does not change your prices or your plans.
Can it pull in wearable data?
Where a patient chooses to share it, Keragon can read Oura data such as sleep, activity and heart rate and add it to the patient's chart for your team to review. It is not continuous monitoring, and nothing is interpreted.
What do I need to connect my EHR?
An account with API access in each system you connect. Some EHR, lab and membership vendors turn on API access on request or only on certain plans, so ask for it at the start of your trial. Our team can help you through the setup.
Who actually answers the phone?
A leading voice AI provider does, connected to your EHR by Keragon. You choose the platform, and Keragon conducts it: the caller reaches your real schedule, the booking is written back, and anything clinical goes to your team. End-to-end HIPAA coverage needs a BAA with your voice provider as well as with Keragon.
We already use Zapier. Why switch?
Zapier doesn't sign a BAA, so it can't carry patient data. Keragon does what Zapier does, built for healthcare: HIPAA-compliant, with a BAA on every paid plan, healthcare-native integrations and AI teammates on top.
How long does setup take, and what does it cost?
You describe the first job in plain English and connect your tools, so a first workflow can run the same day once API access is in place. Plans are on keragon.com/pricing, with a 14-day free trial and no credit card.
Is Keragon HIPAA-compliant, and do we get a BAA?
Yes. Keragon is HIPAA-compliant and SOC 2 Type II audited, data is encrypted in transit and at rest, and a BAA is included on every paid plan. Every agent action is written to an audit log your team can review.
Does an Agent interpret lab results or approve refills?
No. Lab results are routed to the reviewing clinician, and refill requests are collected and queued for prescriber sign-off. Agents never read a value, tell a patient what a result means, or approve, deny or change a medication or dose.
What happens when a patient reports a side effect?
The Agent does not answer it. Side-effect reports, symptoms and anything it is unsure about go to the care-team queue you choose at once, with the whole message attached, and follow your escalation rules.
Will an Agent make claims about our treatments?
No. Patient messages use only the wording your clinic approved, and Agents make no claims about treatments, supplements or results. Treatment reminders and promotional messages are kept separate, so promotion follows your own consent rules.
Will patients know they are talking to AI?
That is your call, and we recommend being open about it. You write the messages and the disclosure wording the Agent uses.
Where does patient data go, and who can see it?
Data moves between the systems you connect and nowhere else. You choose which tools an agent can reach and what it can do in each one, and access is scoped per connection. Details are at keragon.com/security.
Built for wellness & longevity clinics
More time on the protocol, less time on the paperwork.
Start with one connected EHR and one follow-up workflow. Keep your systems, and keep your clinicians in control.
14-day free trial · no credit card · cancel anytime
