In the fast-paced world of healthcare, every second counts. Yet, too often, valuable time is lost sorting through forms, re-entering data, and double-checking for errors. Imagine a patient, Sarah, submitting her intake form through Jotform, eager to book her first appointment. Behind the scenes, her details flow seamlessly into athenahealth, automatically formatted and recorded with precision. No delays, no manual errors, just a streamlined process that lets her doctor focus on her care, not her paperwork. With this automation, healthcare providers reclaim their time, ensuring every patient gets the attention they deserve without compromise.

How would practitioners use this workflow?

Efficient patient data management

• Eliminate manual entry: When patients submit forms via Jotform (e.g., intake forms, consent forms), their information is automatically transferred to athenahealth. This eliminates the need for staff to manually input data, saving significant time.
• Streamlined workflow: Automating this process ensures that patient data flows directly into the EHR, creating a more efficient practice.

Improved accuracy

• Error reduction: Manual data entry increases the risk of mistakes, such as typos or missing information. Automation minimizes these errors, improving the accuracy of patient records.
• Consistent data format: Data is transferred in a standardized format, ensuring consistency across all patient records.

Enhanced patient experience

• Faster onboarding: Patients spend less time waiting for their information to be processed, improving their overall experience with the practice.
• Convenience: Patients can complete forms at their convenience online, reducing the need for in-office paperwork.

Time savings for staff

• Focus on patient care: By automating administrative tasks, staff can dedicate more time to patient care and other critical responsibilities.
• Handle higher volumes: Automation allows the practice to efficiently manage a growing number of patients without needing additional administrative resources.

HIPAA compliance

• Secure data transfer: Jotform’s HIPAA-compliant forms ensure that sensitive patient information is protected during the transfer to athenahealth.
• Confidentiality and compliance: Automating the process reduces the risk of mishandling sensitive data, ensuring compliance with healthcare regulations.

Scalability for growing practices

• Seamless integration: This workflow scales with the practice, making it easier to onboard new patients as the practice grows.

Customizable fields: Forms can be tailored to collect the exact data needed, whether for general practice or specialized care.

This workflow captures patient information from Jotform, processes the data securely, and automatically creates patient records in athenahealth. Here’s how it works:

Step-by-step instructions:

1. Log in to your Keragon account.
2. Use the Keragon and Jotform integration
   1. Navigate to the Workflows section and click Create Workflow.
   2. Select Jotform as your Trigger App and athenahealth as your action.
   3. Choose the event “New Submission”
3. Connect Jotform
   1. Select the Form you want to use for patient data collection.
   2. Test the connection: Submit a test entry in your Jotform to ensure the data flows into Keragon.
4. Add a step to process data securely
   1. This ensures the information is formatted and sanitized before sending it to athenahealth.
   2. Choose Data Formatter
      1. Configure how the patient data fields (e.g., name, contact information, date of birth) are parsed, validated, or transformed.
   3. Map the form fields from Jotform to standardized patient data fields.
5. Add the athenahealth and Keragon integration step
   1. Select athenahealth as the Action App.
   2. Choose the action “Create Patient”
   3. Map the processed data to athenahealth fields.
6. Test the action
   1. Use sample data to ensure the patient record is created correctly in athenahealth.
7. Test the workflow
   1. Trigger the workflow by submitting a new entry in Jotform.
   2. Verify
      1. The data is processed securely.
      2. A patient record is created in athenahealth.
8. Activate and Monitor
   1. Once tested, activate the workflow by toggling it ON.
   2. Use Keragon’s Run Logs to view successful runs and troubleshoot any errors.

Comparison with manual processes

Who Can Use This Workflow?

• Clinics and hospitals: To manage high volumes of patient intake efficiently.
• Healthcare administrators: To simplify and secure patient data management processes.
• IT and operations teams: To automate data flows between systems like Jotform and athenahealth.

Does this sound like the solution your practice has been looking for? Revolutionize your patient intake process with this automated workflow from Keragon. Say goodbye to manual tasks while staying HIPAA compliant. Start for free today or discover more from our 300+ integrations!

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FAQ 

1. How does this workflow ensure HIPAA compliance?

This workflow operates within a secure environment and uses encrypted connections to handle patient data, ensuring full compliance with healthcare regulations.

2. Can the workflow handle submissions with incomplete data?

Yes, the workflow can be configured to flag incomplete submissions and notify the team for review.

3. Is this workflow scalable for large practices?

Absolutely! It’s designed to handle high volumes of submissions efficiently, making it ideal for practices of any size.

4. What happens if a record fails to create in athenahealth?

The workflow can send an error notification or retry the record creation based on your preferences.

5. Can additional data fields be added?

Yes, the workflow is fully customizable to accommodate additional fields as required by your practice.

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