templates gallery
Healthcare Automation Templates
Jumpstart your healthcare automations with ready-to-use Keragon templates.
Easily customize to make any template your own.
Featured
Labs & Prescription
Lab Appointment & Results Notification Automation
A fully automated lab booking and follow-up system that reduces admin overhead, syncs appointments, and alerts patients when results are ready.
Patient Intake
Healthcare Booking Automation
A conditional appointment intake that files patient data and insurance docs, and logs every booking to Google Calendar - reducing manual admin while improving clinical readiness.
Team Collaboration
HubSpot Deal Stage Update to Canvas Medical + Airtable Log
When a HubSpot deal changes stage, this workflow sends the patient a confirmation email via Outlook, updates their appointment in Canvas Medical, and logs the interaction in Airtable.
Patient Intake
Typeform to Canvas Medical Patient Intake Sync
When a referral form is submitted, this workflow automatically creates a patient record in CanvaMedical, optionally schedules their first appointment, sends a confirmation, and logs the intake in Google Sheets.
Patient Communication
Healthie to Twilio Appointment Reminder
When an appointment is approaching in Healthie, this workflow sends automated SMS reminders via Twilio (with Gmail as a fallback) and automatically cancels pending messages if the appointment is confirmed or canceled.
Appointment Scheduling
Athenahealth to Google Calendar Appointment Sync + Patient Confirmation
When an appointment is created, rescheduled, or canceled in Athenahealth, this workflow automatically syncs it to Google Calendar, sends a confirmation email to the patient, and logs the activity in Google Sheets.
Appointment Scheduling
DrChrono to GoHighLevel Appointment Sync
When a DrChrono appointment is updated, this workflow checks GoHighLevel for the matching patient and either tags the existing contact or creates a new one - keeping your CRM perfectly in sync.
Patient Intake
Jotform to Healthie Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Healthie. It updates existing records or creates new ones - automatically and without manual effort.
Patient Intake
Jotform to ModMed Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in ModMed. It updates the patient’s record or creates a new one - no manual input required.
Patient Intake
Jotform to Elation Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.
Patient Intake
Patient Intake
Healthcare Booking Automation
A conditional appointment intake that files patient data and insurance docs, and logs every booking to Google Calendar - reducing manual admin while improving clinical readiness.
Patient Intake
Jotform to Elation Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.
Appointment Scheduling
Appointment Scheduling
Athenahealth to Google Calendar Appointment Sync + Patient Confirmation
When an appointment is created, rescheduled, or canceled in Athenahealth, this workflow automatically syncs it to Google Calendar, sends a confirmation email to the patient, and logs the activity in Google Sheets.
EHR Data Sync
Patient Intake
Jotform to Elation Patient Intake Sync
When a patient submits a Jotform, this workflow checks if they already exist in Elation. It updates existing records or creates new ones- fully automated and error-free.
