Manually transferring patient information is a tedious, time-consuming process for clinics. Staff often struggle with errors and delays, taking time away from patient care. Inefficient processes create bottlenecks, especially when handling a high volume of intake forms. By automating the workflow with Keragon, you can streamline new Jotform submissions to instantly sync with Spruce Health and ActiveCampaign, ensuring accurate, up-to-date records while enabling better patient engagement. This frees staff to focus on what truly matters: delivering exceptional care.

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Let’s delve deeper into the specific challenges faced in this case and explore how Keragon provided an effective solution.
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The Problem

In a health clinic, the staff often spent valuable time manually inputting data from Jotform submissions into Spruce Health and maintaining consistent communication through separate platforms like ActiveCampaign. These repetitive tasks slowed down operations, diverted attention from patient care, and increased the risk of errors. As submission volumes increased, the administrative workload became overwhelming, compromising patient records and outreach.
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The Solution

Keragon’s workflow eliminates the need for manual data entry by seamlessly syncing Jotform submissions with Spruce Health and automatically adding contacts to ActiveCampaign. Patient records are created automatically in real-time, ensuring secure, HIPAA-compliant information management.
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Let’s see how you can create this with Keragon: 

Step 1: Set up the workflow in Keragon:

• Log in to your Keragon account and navigate to the Workflows section.
• Click on Create New and choose Jotform as the trigger.
• Select Spruce Health as the destination app.
• Choose the trigger for Jotform: New submission.
• Configure the form that you are interested to monitor.
• Test the trigger to get data from the last submission.
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Step 2: Add Spruce Health action:

1. Select the action: Search contact
2. Map the data fields:some text
   1. Map patient information fields from Jotform to corresponding fields in Spruce Health.
3. Scroll to find “Create new contact if not found?” and select True. This will create a new contact if one doesn’t already exist.
4. Test the action
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Step 3: Add ActiveCampaign as the third action app.

1. Choose the action: Create new contact.
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Step 4: Publish the workflow:

1. So it can receive new data
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Step 5: Test the Workflow:

1. Submit a test form in Jotform and confirm the data appears correctly in Spruce Health. 

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Why would practitioners want to use this workflow?

Practitioners would want to use this workflow because it addresses critical pain points in managing patient data efficiently and securely. Here’s why:

1. Saves time: Automating the transfer of patient data eliminates repetitive manual tasks.
2. Reduces errors: Directly syncing data from Jotform to Spruce Health and ActiveCampaign ensures accuracy and reduces the risk of miscommunication.
3. Enhances patient care: By streamlining administrative processes, practitioners can dedicate more time to patients, improving overall care and communication.
4. Improves patient engagement: Automatically adding patient contacts to ActiveCampaign enables targeted communication, appointment reminders, and follow-ups.
5. Ensures compliance: The workflow is HIPAA-compliant, giving practitioners peace of mind that patient data is handled securely and in line with regulatory requirements.
6. Scales easily: Whether handling a handful of forms or a high volume of submissions, the workflow adapts to the clinic’s needs without increasing staff workload.
7. Improves organization: Having updated and centralized records in Spruce Health and ActiveCampaign enhances a clinic’s ability to manage patient information and communications effectively.

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Check out how Women's Mental Health Specialists Increased Revenue by 15% with Keragon using Spruce.

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Who can use this workflow?

• Health organizations looking to automate data transfer: Ideal for streamlining the management of patient data across different systems.
• Clinics aiming to reduce manual tasks: Perfect for reducing administrative burden and minimizing errors in data handling.
• Teams managing high volumes of intake forms: Ensures efficient processing of patient submissions while maintaining accuracy and compliance.
• Healthcare providers focusing on better communication: Helps improve engagement with patients through automated workflows and centralized data.
• Administrators optimizing operational efficiency: Suitable for those looking to save time and resources by automating repetitive data entry processes.

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Comparison with manual processes

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Ready to transform your data management process? Try Keragon today and experience the efficiency of HIPAA-compliant automation for your healthcare workflows. Sign up for free now to get started!
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FAQ

How does the Jotform to Spruce Health and ActiveCampaign workflow help healthcare providers?

This workflow reduces manual tasks, ensures data accuracy, and streamlines patient communication while maintaining compliance with healthcare regulations.

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Is this integration HIPAA-compliant?

Yes, Keragon ensures that all data transfers are secure and HIPAA-compliant.

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Can I customize the fields in this workflow?

Absolutely! You can map and customize data fields to fit your practice’s needs.

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What other apps can I integrate with Keragon?

Keragon supports various healthcare tools, including Athenahealth and Healthie.

You can check out our 300+ integrations here!