{"article":{"id":32937594710418,"url":"https://keragonhq.zendesk.com/api/v2/help_center/en-us/articles/32937594710418.json","html_url":"https://help.keragon.com/hc/en-us/articles/32937594710418-March-2026","author_id":19241330040210,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":32937421464210,"created_at":"2026-01-30T00:46:33Z","updated_at":"2026-04-30T12:48:44Z","name":"March 2026","title":"March 2026","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-04-30T12:48:44Z","user_segment_id":null,"permission_group_id":18473984347538,"content_tag_ids":["01KG655B0Q1FFGEMF9TCGYMY7S","01KG65R4HM60CQ6T2FVYSHX2B0"],"label_names":["january-2026","product-updates","feature-highlights"],"body":"<h1 id=\"h_01KQEVVXVYP1T93CJHKHV7VFEC\"><span style=\"color: hsl(216,100%,50%);\">🚀 What's New in March</span></h1><h2 id=\"h_01KQEVVXVZCCXHKFSED14KZPMV\"> </h2><h2 id=\"h_01KQEW0WCRAVF9BY6MV5PM0CHM\">Templates Gallery is live</h2><p>The Templates Gallery is a library of ready-made, HIPAA-compliant automation workflows built for the tools healthcare teams already use. Pick your stack, get a matched template, and launch in minutes.</p><figure class=\"wysiwyg-image\"><img style=\"aspect-ratio: 1116/776;\" src=\"https://help.keragon.com/hc/article_attachments/35219750547858\" alt=\"template-gallery.png\" width=\"1116\" height=\"776\"></figure><p>A few examples of what's inside:</p><ul>\n<li data-list-item-id=\"e465914a98eb4b886a2c100cdea27d09f\">\n<strong>Jotform → Athenahealth: New Patient Intake</strong> — Patient submits a Jotform form, new patient record created automatically in Athenahealth. No manual entry, no duplicate data.</li>\n<li data-list-item-id=\"ecb005ef12395279a8168f2dc41e59c77\">\n<strong>Healthie → Spruce Health: SMS Appointment Reminders</strong> — Appointment confirmed in Healthie, automated SMS reminder sent to the patient.</li>\n<li data-list-item-id=\"e932197047eddaf9af2bde3c76789bd18\">\n<strong>Athenahealth → Google Calendar: Appointment Sync</strong> — Appointment created or updated in Athenahealth, instantly synced to Google Calendar with patient confirmation sent automatically.</li>\n</ul><p>New templates ship every week.</p><p><a href=\"https://www.keragon.com/templates\">Browse all templates →</a></p><hr><h2 id=\"h_01KQEVVXW01RWGYPVHRBVD0BH5\"> </h2><h2 id=\"h_01KQEW0SZ20WW7X60Y4CXB64WG\">Keragon × Jotform: Official Partnership</h2><p>Jotform is used by 35 million people worldwide. Every form submission can now trigger an automated workflow in Keragon: sync to your EHR, notify your care team, log to your CRM.</p><p><a href=\"https://www.keragon.com/integrations/jotform\">Explore Jotform's integration →</a></p><hr><h2 id=\"h_01KQEVVXW1HEG2X3VTE2Z7QKFH\"> </h2><h2 id=\"h_01KQEW0Q7V4B330RS08BGJV21K\">New features &amp; improvements</h2><p><strong>QuickBooks and RingCentral now use Simple authentication</strong> Both integrations now connect in seconds — no technical setup, no developer credentials required. If you previously connected either of these, your existing workflows are unaffected.</p><hr><h2 id=\"h_01KQEVVXW11HZ4R65D4TWSWMJR\"> </h2><h2 id=\"h_01KQEW0K13VM61GXZNH9A1XQ3Y\">New connectors</h2><p>11 new integrations &amp; 145 new actions and triggers launched in March.</p><h3 id=\"h_01KQEVVXW1113Q5W590G3CAHT2\">Clinical Workflows</h3><ul>\n<li data-list-item-id=\"e85bdf624b5c78337effd7950d9f4709b\">\n<a href=\"https://www.keragon.com/integrations/hipaa-tizer\"><strong>HIPAAtizer</strong></a> – HIPAA-compliant online forms and document workflows for collecting and managing sensitive patient data</li>\n<li data-list-item-id=\"eedf2cf2914ccf9c0633d681882f4cfc3\">\n<a href=\"https://www.keragon.com/integrations/calcium-health\"><strong>Calcium Health</strong></a> – Digital health platform enabling patients to manage their health from one app</li>\n<li data-list-item-id=\"e64a0214dc26bb0f89f0e8ed5da782aea\">\n<a href=\"https://www.keragon.com/integrations/solv\"><strong>Solv</strong></a> – Patient access platform for on-demand care, managing scheduling, payments, and communications</li>\n</ul><h3 id=\"h_01KQEVVXW2NG9N489KYD4QE72V\">Patient Intake &amp; Documentation</h3><ul>\n<li data-list-item-id=\"e9855baf031a354d9b1878eb168f8d6ef\">\n<a href=\"https://www.keragon.com/integrations/feathery\"><strong>Feathery</strong></a> – Form builder and data collection with submission triggers for patient data workflows</li>\n<li data-list-item-id=\"e4f5b8cd427683c3cbfed41e2e922ff27\">\n<a href=\"https://www.keragon.com/integrations/zentake\"><strong>Zentake</strong></a> – Simplify patient intake forms and data management</li>\n<li data-list-item-id=\"e13e61645b2406261c97a8a522e1fc82b\">\n<a href=\"https://www.keragon.com/integrations/vonage\"><strong>Vonage</strong></a> – SMS and voice communication for patient outreach</li>\n</ul><h3 id=\"h_01KQEVVXW3K7QXH9NA2PAJY7QP\">Patient Communication &amp; Engagement</h3><ul>\n<li data-list-item-id=\"ea6283a83993214f547ced4b8387e9f47\">\n<a href=\"https://www.keragon.com/integrations/podium\"><strong>Podium</strong></a> – Messaging, review management, and contact tools for patient engagement</li>\n<li data-list-item-id=\"e66facfa04bcc3a362d3177a784aca79e\">\n<a href=\"https://www.keragon.com/integrations/flodesk\"><strong>Flodesk</strong></a> – Email marketing with subscriber and segment triggers</li>\n<li data-list-item-id=\"ee262d3537b7c97837958064d7dbc7573\">\n<a href=\"https://www.keragon.com/integrations/helcim\"><strong>Helcim</strong></a> – Payment transaction processing and retrieval</li>\n</ul><h3 id=\"h_01KQEVVXW4QX2X703HHARPHHWD\">Scheduling &amp; Access</h3><ul><li data-list-item-id=\"e3ef34996e67c581a38ae98ded380346d\">\n<a href=\"https://www.keragon.com/integrations/ageless\"><strong>Ageless by RepeatMD</strong></a> – Booking requests, wellness image triggers, and client status updates for aesthetic practices</li></ul><h3 id=\"h_01KQEVVXW4NHHPFZ212B4TAJ1K\">Operations &amp; Workforce Management</h3><ul><li data-list-item-id=\"ed3570bb8cc4d4cfd3bc52de104690183\">\n<a href=\"https://www.keragon.com/integrations/rippling\"><strong>Rippling</strong></a> – Employee hired and terminated triggers for workforce automation</li></ul><hr><h2 id=\"h_01KQEVVXW5KBGWFY4159J77VD5\">Spotlight: Notable new actions &amp; triggers</h2><p><a href=\"https://www.keragon.com/integrations/elation\"><strong>Elation</strong></a></p><ul>\n<li data-list-item-id=\"e70dd30e8b169e4301ea29f0fbe5d27bf\">Get patient policies — retrieve insurance policies associated with a patient</li>\n<li data-list-item-id=\"e436df391ef653e79eb13c02c2955b0b2\">Create patient policy — create a new insurance policy for a patient</li>\n<li data-list-item-id=\"ea873b11bc9b29867112e07074dcae397\">Update patient policies — replace existing patient policies with updated details</li>\n<li class=\"ck-list-marker-italic\" data-list-item-id=\"e6a041cd7352af26b701b3aac6a8c2b4a\"><em>Note: the insurance input field in Create Patient and Update Patient was deprecated April 1. Use the new policy actions going forward.</em></li>\n</ul><p><a href=\"https://www.keragon.com/integrations/podium\"><strong>Podium</strong></a></p><ul>\n<li data-list-item-id=\"e752ea5cba1d149f981752397bdc1ea36\">Send message — send a message directly to a patient or contact</li>\n<li data-list-item-id=\"ee8bfb69f77668fee0a6756981c332f46\">Create contact / Update contact / Get contact</li>\n<li data-list-item-id=\"e06c227a1ada21e4f2ea60667c6cba830\">\n<em>New triggers:</em> Review event, Message event, Contact event</li>\n</ul><p><a href=\"https://www.keragon.com/integrations/feathery\"><strong>Feathery</strong></a></p><ul>\n<li data-list-item-id=\"eeea66fbc71f1be7c629056c3d7789644\">Get form submissions / Create form submission / Get forms / Get form</li>\n<li data-list-item-id=\"e979e2dd86ad515edca836c5dfc970d82\">\n<em>New trigger:</em> New form submission — fire a workflow when a patient submits a form</li>\n</ul><p><a href=\"https://www.keragon.com/integrations/hipaa-tizer\"><strong>HIPAAtizer</strong></a></p><ul>\n<li data-list-item-id=\"e2d6e23a241e7cde0fc221f3ef020717d\">List forms / List form variables / Delete submission</li>\n<li data-list-item-id=\"ef992b8458c2b4b1d1100e969412862e8\">\n<em>New trigger:</em> New submission created — trigger automations on any new HIPAA-compliant form submission</li>\n</ul><p><a href=\"https://www.keragon.com/integrations/airtable\"><strong>Airtable</strong></a></p><ul><li data-list-item-id=\"ed3a21355aaab7e95a8745c56b9a82fc8\">Update record — update specific fields in a single record</li></ul><p><a href=\"https://www.keragon.com/integrations/pandadoc\"><strong>PandaDoc</strong></a></p><ul><li data-list-item-id=\"ec1e9a178013a08229888d522e543e355\">Send document — send a PandaDoc document to recipients directly from a workflow</li></ul><p><a href=\"https://www.keragon.com/integrations/zendesk\"><strong>Zendesk</strong></a></p><ul><li data-list-item-id=\"e2f0832d2406a5ef36726fde167075db7\">Get user / Update user — retrieve or update a Zendesk user record from a workflow</li></ul><p><a href=\"https://www.keragon.com/integrations/healthie\"><strong>Healthie</strong></a></p><ul><li data-list-item-id=\"eeb7a6ef34cae54be81ad558072ddb618\">\n<em>New triggers:</em> Appointment created, Form assigned — trigger workflows on key clinical events in Healthie</li></ul><p><a href=\"https://www.keragon.com/integrations/drx\"><strong>DRX</strong></a></p><ul>\n<li data-list-item-id=\"eb32ddeaf399e8c1799c172d0f0eeb569\">Get prescription / Get items / Get claims / Get doctors</li>\n<li data-list-item-id=\"ec0afc19c664c3bae403afbb746f0c43a\">\n<em>New triggers:</em> Prescription fill updated, Claim paid, Patient created</li>\n</ul><p><a href=\"https://www.keragon.com/integrations/box\"><strong>Box</strong></a></p><ul>\n<li data-list-item-id=\"e5dfa2ed84f4fbfe853156b0258ac9b3a\">Get workflows</li>\n<li data-list-item-id=\"e37f986944e83ca8a17ad9fabcbf3b8d2\">\n<em>New trigger:</em> File event — start a workflow when a file event occurs in Box</li>\n</ul><p><a href=\"https://www.keragon.com/integrations/jane\"><strong>Jane (Beta)</strong></a></p><ul><li data-list-item-id=\"e0b5eec49d9a8e38eefb325e1ad6f208a\">\n<em>New trigger:</em> Appointment created — trigger a workflow when a new appointment is scheduled in Jane</li></ul><p><a href=\"https://www.keragon.com/integrations/openpractice\"><strong>OpenPractice</strong></a></p><ul>\n<li data-list-item-id=\"e88df0768038bf40530363ce8c00bffef\">Get patients / Get coverages / Create appointment / Get locations</li>\n<li data-list-item-id=\"e3cc2820aef2b37e82a7ed783256c16dd\">\n<em>New triggers:</em> Patient updated, Coverage updated</li>\n</ul><hr><p><em>Missing a connector? Contact us — we'll work with you to build it.</em></p>"}}