Automating Patient Data Collection: The Keragon and JotForm Integration

Managing patient data shouldn’t be time-consuming or prone to errors. The Keragon and JotForm integration redefines data collection workflows for healthcare providers, ensuring automated processes and HIPAA compliance. From patient intake forms to feedback surveys and medical history records, this integration is designed to simplify administrative tasks while enhancing accuracy and efficiency.

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Let’s say a patient submits their intake form through JotForm. Instantly, Keragon takes over securely transferring the data to your Electronic Health Record (EHR) system, notifying your team about the new submission, updating appointment schedules, and even initiating billing or insurance verification workflows. No manual entry. No delays. Just smooth healthcare automation workflows that allow you to focus on delivering better care.

This integration connects JotForm, one of the easiest HIPAA-compliant online form builders out there, with Keragon. Here are a few examples of what you can do:

• Seamlessly sync JotForm submissions with your systems, such as through the Keragon and athenahealth integration for EHR platforms or the Keragon and Square integration for billing tools.
• Automate notifications, schedule follow-ups, or kick off billing processes as soon as a form is submitted.
• Ensure accurate data by automatically formatting dates, cleaning up text, and organizing details for easy use in your connected systems.
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You can also draw inspiration from our helpful use cases on Automating patient record creation in athenahealth from Jotform submissions and on Automating lead capturing and opportunity management in healthcare with Jotform and GoHighLevel. 

What are the benefits of automating healthcare records?

Manual data entry isn’t just inefficient, it’s risky. Errors can lead to misplaced information, delayed care, and frustrated patients. The Keragon and JotForm integration helps healthcare clinicians avoid these issues by:

1. Streamlining Patient Onboarding: Automate the transfer of patient intake forms to your EHR system, ensuring records are always up to date.
2. Improving Operational Efficiency: Eliminate manual tasks like downloading form data and uploading it elsewhere. With Keragon, everything happens in the background.
3. Ensuring secure and compliant workflows: Both JotForm and Keragon prioritize HIPAA compliance, ensuring patient data is handled with the utmost security.
4. Customizing workflows: Design workflows that match your clinic’s unique needs, whether it’s managing reimbursement claims or confirming patient visits.

Who should use this integration?

The Keragon and JotForm integration is ideal for a wide range of healthcare professionals and organizations looking to automate data collection and streamline workflows. It can be used by:

• Primary Care Clinics: Automate new patient onboarding by syncing Jotform intake forms directly to Athenahealth or DrChrono EHR systems, ensuring accurate and up-to-date records. 
• Mental Health Practices: Manage client intake and consent forms with ease using Jotform, reducing administrative workload and allowing for a greater focus on patient care. 
• Telehealth Providers: Simplify virtual care workflows by capturing patient details via Jotform and instantly updating telehealth platforms such as Doxy.me or Zoom, as well as billing systems like Square or Stripe. 
• Specialty Medical Practices: From dermatology to pediatrics, automate appointment requests, referrals, and patient follow-ups by integrating tools like Jotform with Healthie, improving coordination and patient satisfaction. 
• Billing and Administrative Teams: Streamline insurance claims and payment tracking by integrating form submissions from Jotform into billing platforms like Square, improving cash flow and accuracy. 

Whether you’re a small clinic looking to simplify daily operations or a large healthcare organization aiming for scalable automation, this integration adapts to your needs while maintaining HIPAA compliance.

How to set it up

1. Generate a JotForm API Keysome text
   1. Log in to your JotForm account.
   2. Go to Settings > API and create a new API key with “Full Access.”
   3. Copy the API key for later use.
2. Authenticate JotForm in Keragonsome text
   1. Log in to Keragon.
   2. Go to Authentications and select Add New Authentication.
   3. Choose JotForm, enter the API key, and save.
3.  Create a Workflowsome text
   1. Navigate to Workflows in Keragon.
   2. Click Create New Workflow, set JotForm as the trigger, and select “New Submission.”
   3. Test your trigger to ensure that you have access to the form submissions.
   4. Define actions (e.g., syncing data to EHR, sending notifications).
   5. Map form fields to your target system.
   6. Test the workflow and activate it.

For detailed instructions, check out the Keragon Help Center.

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Transform patient data management today!

The Keragon and JotForm integration is more than a convenience, it’s a necessity for modern healthcare organizations. By automating healthcare records collection, you can improve efficiency, minimize errors, and provide better care. 

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Looking to connect your own product with Keragon? Become one of our Integration Partners today!  

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FAQ

Q: Is the Keragon and JotForm integration HIPAA-compliant?

Yes, both Keragon and JotForm prioritize HIPAA compliance, ensuring that patient data is handled securely.

Q: Can JotForm submissions update EHR systems automatically?

Absolutely! With Keragon, you can sync form data with EHR systems like athenahealth or DrChrono in real time.

Q: What platforms can I connect JotForm to using Keragon?

You can connect JotForm to EHRs, billing systems, communication tools, and more, depending on your workflow needs. (double integrations page)