AUTOMATION INSPIRATION
Discover healthcare automations that can supercharge every team
No matter your healthcare workflow, you can automate it with Keragon.
Explore by use case
Patient Records Management
Securely access patient records within your EHR and use if/else logic to update.
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Team Collaboration
Optimize staff collaboration with AI-driven summaries and real-time alerts.
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Patient Communication
Improve patient experience with AI-personalized follow ups and timely reminders.
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Analytics & Reporting
Collect real-time data from all systems, generate AI insights and send reports.
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Common use cases
Appointment Scheduling
Sync your scheduling software with your EHR
Maintain a single source-of-truth and keep your EHR up-to-date whenever there is a new patient appointment, or if there is any cancellation/rescheduling.
Maintain a single source-of-truth and keep your EHR up-to-date whenever there is a new patient appointment, or if there is any cancellation/rescheduling.
Check if new or existing patient
When a new appointment gets created, check if it an existing patient in your CRM, otherwise you automatically tag this as a new patient and you assign it to your onboarding team.
When a new appointment gets created, check if it an existing patient in your CRM, otherwise you automatically tag this as a new patient and you assign it to your onboarding team.
Two-way appointment sync
Let your doctors to schedule appointments and make changes through your EHR directly, and then automatically update your scheduling software to reflect these. Or vice-versa.
Let your doctors to schedule appointments and make changes through your EHR directly, and then automatically update your scheduling software to reflect these. Or vice-versa.
Break down the data silos
Extract data from various tools and create end-to-end analytics to measure how long it takes for your team to schedule and complete each appointment, or measure the volume of incoming appointment requests vs the allocated team resources.
Extract data from various tools and create end-to-end analytics to measure how long it takes for your team to schedule and complete each appointment, or measure the volume of incoming appointment requests vs the allocated team resources.
Open a project management ticket for each new appointment
Automatically create a ticket in your project management tool whenever a new appointment gets created, so that the respective team can stay on top.
Automatically create a ticket in your project management tool whenever a new appointment gets created, so that the respective team can stay on top.
Sync your scheduling software with your email marketing tool
When there's a new appointment scheduled, check your email marketing tool and update the respective entry or create new. You can also check for specific appointment types, and assign them on specific email lists based on that.
When there's a new appointment scheduled, check your email marketing tool and update the respective entry or create new. You can also check for specific appointment types, and assign them on specific email lists based on that.
Keep a bird-eye view
Combine data from various sources into a spreadsheet to monitor easily all unconfirmed appointments or the referral quality KPIs, so that you can benchmark performance.
Combine data from various sources into a spreadsheet to monitor easily all unconfirmed appointments or the referral quality KPIs, so that you can benchmark performance.
Create your own custom analytics
Select the appointment management events that are most important to you, and once they occur, send their details to a spreadsheet or BI tool so that you can create custom reports and detailed analytics.
Select the appointment management events that are most important to you, and once they occur, send their details to a spreadsheet or BI tool so that you can create custom reports and detailed analytics.
Minimize no-shows & last-minute cancellations
Send automated reminders at pre-defined intervals to your patients via email or text message and seamlessly prompt them to confirm, reschedule or request to cancel their appointment.
Send automated reminders at pre-defined intervals to your patients via email or text message and seamlessly prompt them to confirm, reschedule or request to cancel their appointment.
Boost engagement & open rates
Create templates and personalize your reminder messages with enriched info from your CRM, in order to make them more relatable and hence increase your patients' response rates.
Create templates and personalize your reminder messages with enriched info from your CRM, in order to make them more relatable and hence increase your patients' response rates.
Check licensing and outside network coverage
When a patient attempts to schedule an appointment, cross-check their zip code with the practice's state licensing, and if outside network reject the appointment booking and notify the patient.
When a patient attempts to schedule an appointment, cross-check their zip code with the practice's state licensing, and if outside network reject the appointment booking and notify the patient.
Enable 24/7 appointment management
Using automated and rules-based scheduling, let your patients schedule/reschedule/cancel an appointment on a 24/7 basis and using the medium of their choice.
Using automated and rules-based scheduling, let your patients schedule/reschedule/cancel an appointment on a 24/7 basis and using the medium of their choice.
Recapture last minute cancellations
Create smart waiting lists and when there is a last minute cancellation, automatically notify your standby waiting list to fill the last minute slot.
Create smart waiting lists and when there is a last minute cancellation, automatically notify your standby waiting list to fill the last minute slot.
Optimize scheduling based different dimensions
Use rules-based scheduling to optimize scheduling considering appointment types, time of day/day of week preferences, appointment duration, provider availability preferences, distributing cases across multiple providers, level of clinical license and insurance contracts.
Use rules-based scheduling to optimize scheduling considering appointment types, time of day/day of week preferences, appointment duration, provider availability preferences, distributing cases across multiple providers, level of clinical license and insurance contracts.
Connect your preferred patient communication tool
If your scheduling software has limited communication options, you can connect it to your patient engagement tool to send SMS/email/push notifications to your patients whenever they create/cancel/reschedule an appointment.
If your scheduling software has limited communication options, you can connect it to your patient engagement tool to send SMS/email/push notifications to your patients whenever they create/cancel/reschedule an appointment.
Manage multiple locations & service lines
Manage telehealth and in-person appointments across multiple locations and across various different service lines.
Manage telehealth and in-person appointments across multiple locations and across various different service lines.
Track all requests for appointment cancellation or re-scheduling
Instantly notify your team, when there was any cancellation/rescheduling of specific appointments.
Instantly notify your team, when there was any cancellation/rescheduling of specific appointments.
Assignments to specific team members
Assign specific appointment types (or locations) to specific team members, and notify them directly in your team communication tool once there is such an appointment assigned to them.
Assign specific appointment types (or locations) to specific team members, and notify them directly in your team communication tool once there is such an appointment assigned to them.
Notify team upon appointment completion
Once an appointment has been flagged as "completed" in the EHR, notify the rest team so that they can proceed with the next steps and take action.
Once an appointment has been flagged as "completed" in the EHR, notify the rest team so that they can proceed with the next steps and take action.
Coordinate co-facilitation
When there is an appointment that is co-facillitated, keep all interested team members informed if there's a rescheduling or cancellation.
When there is an appointment that is co-facillitated, keep all interested team members informed if there's a rescheduling or cancellation.
Connect with 300+ healthcare tools
Keragon integrates, tests & maintains robust API connections with popular software used in healthcare - so that you don't have to.
Leading & fast growing EHRs: Instantly connect to your cloud-based EHR and start building HIPAA-compliant automations.
Popular healthcare software: Turn your manual workflows across different tools into automated processes in a single place.
Connect any tool: You can use Keragon's universal REST API connector to connect today, with any tool of your choice that supports this technology.
Explore all integrations
Common use cases
Patient Records Management
Create lead across systems
Connect your form software with your CRM or Sales management system and automatically create a lead across various systems.
Connect your form software with your CRM or Sales management system and automatically create a lead across various systems.
Create patients from successful leads
Connect your marketing CRM with your EHR or any other source of truth software, and upon successful lead conversion, automatically create a new patient record with all necessary details.
Connect your marketing CRM with your EHR or any other source of truth software, and upon successful lead conversion, automatically create a new patient record with all necessary details.
Personalize lead nurturing
Connect your CRM with your marketing communication tool to create highly personalized automated outreach to nurture leads at scale and convert them into patients over time.
Connect your CRM with your marketing communication tool to create highly personalized automated outreach to nurture leads at scale and convert them into patients over time.
Score lead
Create conditional logic rules and score a lead based on their response in a lead form, before passing them to your CRM or sales management system with the respective tag.
Create conditional logic rules and score a lead based on their response in a lead form, before passing them to your CRM or sales management system with the respective tag.
Qualify lead
Connect your self-serve patient survey with custom logic that checks lead eligibility, and prompts for additional information to be provided before proceeding in lead creation in your CRM.
Connect your self-serve patient survey with custom logic that checks lead eligibility, and prompts for additional information to be provided before proceeding in lead creation in your CRM.
Engage with leads at scale
Connect your CRM with your marketing automation tool to connect on a two-way basis with individual leads or group of leads that meet specific criteria.
Connect your CRM with your marketing automation tool to connect on a two-way basis with individual leads or group of leads that meet specific criteria.
Triage referrals
Connect data sources in real-time and create custom rules to prioritize referrals based upon value and urgency, or assess whether they are a better fit elsewhere.
Connect data sources in real-time and create custom rules to prioritize referrals based upon value and urgency, or assess whether they are a better fit elsewhere.
Pre-screen referrals before scheduling
Check referred patients' eligibility and benefits before scheduling, and only to the ones that have a good fit, send automated messages to schedule a visit and collect their information.
Check referred patients' eligibility and benefits before scheduling, and only to the ones that have a good fit, send automated messages to schedule a visit and collect their information.
Centralize referral scheduling
Connect your referral form with your scheduling software, to be able to book appointments at the point of referral.
Connect your referral form with your scheduling software, to be able to book appointments at the point of referral.
Automate referral care plan enrollment
Automatically enroll eligible referrals to the care plans within your EHR/patient management system and also create automated patient communication with educational materials based on care plan.
Automatically enroll eligible referrals to the care plans within your EHR/patient management system and also create automated patient communication with educational materials based on care plan.
Process faxed referrals in a standard format
Connect your fax software to process both paper and e-faxes referrals, and then enter their key information into your EHR or practice management system in a standardized format.
Connect your fax software to process both paper and e-faxes referrals, and then enter their key information into your EHR or practice management system in a standardized format.
Highlight first referrals
Retrieve from your EHR the referrals count for each referring physician, and when there is a new referral check if it's the first referral from that physician and notify your respective team to take action.
Retrieve from your EHR the referrals count for each referring physician, and when there is a new referral check if it's the first referral from that physician and notify your respective team to take action.
Automatically track referral status
Connect your various systems to automatically track referrals and setup status updates notifications.
Connect your various systems to automatically track referrals and setup status updates notifications.
Referral outcome tracking
Connect your referral form with your EHR/practice management system to track referral outcomes in an integrated way.
Connect your referral form with your EHR/practice management system to track referral outcomes in an integrated way.
Real-time notification to the right team
Instantly notify the right person or team, when a new lead is captured and satisfies pre-defined criteria.
Instantly notify the right person or team, when a new lead is captured and satisfies pre-defined criteria.
Sales performance analysis
Connect your CRM and call tracking software with a spreadsheet or BI tool, to automatically track sales performance and compare against benchmarks.
Connect your CRM and call tracking software with a spreadsheet or BI tool, to automatically track sales performance and compare against benchmarks.
Track campaign performance
Connect your different marketing channels with your spreadsheet or BI software, and track the performance of different acquisition campaigns.
Connect your different marketing channels with your spreadsheet or BI software, and track the performance of different acquisition campaigns.
Optimize performance marketing spend
Connect your billing software with your marketing CRM, to assign revenue dollars to your performance campaigns and optimize ROI.
Connect your billing software with your marketing CRM, to assign revenue dollars to your performance campaigns and optimize ROI.
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