🚀 What's New in March

Templates Gallery is live

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.

A few examples of what's inside:

• Jotform → Athenahealth: New Patient Intake — Patient submits a Jotform form, new patient record created automatically in Athenahealth. No manual entry, no duplicate data.
• Healthie → Spruce Health: SMS Appointment Reminders — Appointment confirmed in Healthie, automated SMS reminder sent to the patient.
• Athenahealth → Google Calendar: Appointment Sync — Appointment created or updated in Athenahealth, instantly synced to Google Calendar with patient confirmation sent automatically.

New templates ship every week.

Browse all templates →

Keragon × Jotform: Official Partnership

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.

Explore Jotform's integration →

New features & improvements

QuickBooks and RingCentral now use Simple authentication 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.

New connectors

11 new integrations & 145 new actions and triggers launched in March.

Clinical Workflows

• HIPAAtizer – HIPAA-compliant online forms and document workflows for collecting and managing sensitive patient data
• Calcium Health – Digital health platform enabling patients to manage their health from one app
• Solv – Patient access platform for on-demand care, managing scheduling, payments, and communications

Patient Intake & Documentation

• Feathery – Form builder and data collection with submission triggers for patient data workflows
• Zentake – Simplify patient intake forms and data management
• Vonage – SMS and voice communication for patient outreach

Patient Communication & Engagement

• Podium – Messaging, review management, and contact tools for patient engagement
• Flodesk – Email marketing with subscriber and segment triggers
• Helcim – Payment transaction processing and retrieval

Scheduling & Access

• Ageless by RepeatMD – Booking requests, wellness image triggers, and client status updates for aesthetic practices

Operations & Workforce Management

• Rippling – Employee hired and terminated triggers for workforce automation

Spotlight: Notable new actions & triggers

Elation

• Get patient policies — retrieve insurance policies associated with a patient
• Create patient policy — create a new insurance policy for a patient
• Update patient policies — replace existing patient policies with updated details
• Note: the insurance input field in Create Patient and Update Patient was deprecated April 1. Use the new policy actions going forward.

Podium

• Send message — send a message directly to a patient or contact
• Create contact / Update contact / Get contact
• New triggers: Review event, Message event, Contact event

Feathery

• Get form submissions / Create form submission / Get forms / Get form
• New trigger: New form submission — fire a workflow when a patient submits a form

HIPAAtizer

• List forms / List form variables / Delete submission
• New trigger: New submission created — trigger automations on any new HIPAA-compliant form submission

Airtable

• Update record — update specific fields in a single record

PandaDoc

• Send document — send a PandaDoc document to recipients directly from a workflow

Zendesk

• Get user / Update user — retrieve or update a Zendesk user record from a workflow

Healthie

• New triggers: Appointment created, Form assigned — trigger workflows on key clinical events in Healthie

DRX

• Get prescription / Get items / Get claims / Get doctors
• New triggers: Prescription fill updated, Claim paid, Patient created

Box

• Get workflows
• New trigger: File event — start a workflow when a file event occurs in Box

Jane (Beta)

• New trigger: Appointment created — trigger a workflow when a new appointment is scheduled in Jane

OpenPractice

• Get patients / Get coverages / Create appointment / Get locations
• New triggers: Patient updated, Coverage updated

Missing a connector? Contact us — we'll work with you to build it.