

Connect pVerify to Salesforce and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect pVerify and Salesforce to automate crucial parts of your healthcare organization
Common automation use cases
Automated Eligibility Verification and Updates:
When a new patient record is added or updated in Salesforce, pVerify automatically verifies insurance eligibility and updates the patient's insurance details in Salesforce. This ensures accurate billing and reduces the risk of denied claims by confirming coverage details in real-time.
Pre-Authorization Workflow Automation:
Upon scheduling a procedure or service in Salesforce, pVerify automatically initiates and tracks pre-authorization requests. It creates tasks for staff to follow up on pending authorizations and updates the status in Salesforce. This streamlines the pre-authorization process, ensuring necessary approvals are secured before service delivery.
Claims Management and Denial Alerts:
When a claim is submitted through Salesforce, pVerify monitors its status and automatically generates alerts for denied or pending claims. This triggers follow-up actions and assigns tasks to the billing team to address issues promptly. Enhances revenue cycle management by reducing claim denials and improving reimbursement rates.

- Perform eligibility inquiry
- Submit eligibility summary
- Authenticate
- Estimate calculation

- Get lead
- Create lead
- Update lead
- Get leads
- Get editable fields
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.