Healthcare marketers and administrators face a familiar double bind: patients expect fast answers and easy-to-use digital tools, while healthcare organizations must handle every interaction with extreme care to remain compliant with HIPAA.
The CallRail + Keragon integration connects patient conversations to other systems your team already uses, like EHRs, CRMs, scheduling tools, and internal ticketing platforms, all without requiring custom code. Together, CallRail and Keragon help healthcare teams respond faster, simplify patient sign-ups, and gain a clear understanding of what’s driving their practice’s growth, while supporting HIPAA compliance.
What is Keragon?
Keragon is a HIPAA-supported, no-code automation platform that connects CallRail with over 300 healthcare and business tools — essentially a secure way to link your medical software. It turns inbound patient calls, texts, and form submissions into secure, automated workflows across clinical and operational systems.
Instead of treating patient conversations as isolated events, Keragon makes them actionable in real time. When a patient reaches out, CallRail can automatically trigger updates in EHRs, CRMs like Salesforce, scheduling tools, or internal systems, helping teams respond faster while keeping data aligned.
To support these workflows, Keragon gives healthcare teams three core capabilities:
- Triggers: Use events captured in CallRail, such as inbound phone calls, SMS conversations, and form submissions, to automatically kick off next steps the moment a patient reaches out.
- Actions: Create or update patient leads, synchronize contact or conversation data with EHRs or CRMs, and notify staff in real time so follow-up occurs quickly and consistently.
- Security controls: Support HIPAA workflows with built-in safeguards, including Business Associate Agreements (BAA), SOC 2 Type II security, encryption, and detailed audit logs.
From patient call to coordinated intake workflow
The CallRail + Keragon integration helps healthcare teams to connect patient conversations to actual clinical and administrative outcomes. Your team can create simple or customized workflows that match your current intake and follow-up processes, reducing manual work and enabling your team to respond to patients more efficiently.
A typical Keragon workflow looks like this:
- A patient calls your practice, sends a text, or submits a form, and CallRail captures the interaction
- Keragon detects that event in real time
- Keragon routes the data to the appropriate system, whether that means creating or updating a lead, syncing with an EHR, notifying staff, or triggering follow-up actions
Because Keragon connects CallRail to the healthcare systems teams already use, teams can automate what happens after a patient reaches out. In addition to handling new calls and forms as they come in, Keragon can also sync historical CallRail data to help maintain accurate and consistent records over time.
Turning patient outreach into measurable growth
Patient conversations signal demand, but when call data resides outside of scheduling, CRM, or EHR systems, it is challenging to determine which inquiries lead to actual outcomes. Connecting CallRail data through Keragon ties conversations to appointments, revenue, and retention, helping teams understand what drives growth.
Faster follow-up when patients reach out
Speed can be the difference between winning and losing a booked appointment. When follow-up is manual, responses are slower and less consistent, and a missed call or unanswered form can quickly lead a patient to seek care from another provider.
With Keragon, teams can trigger immediate workflows the moment a call or form arrives. A missed call can prompt an automated SMS follow-up, create a high-priority CRM ticket, or notify staff in real-time, so patients receive timely responses without requiring extra manual work from your team.
Reduce manual work and data inconsistencies
Disconnected systems create unnecessary work for already stretched teams. Staff members often spend hours copying caller details from CallRail into EHRs, CRMs, or scheduling systems, which increases burnout and leads to duplicated or inconsistent data.
By automatically moving your data through Keragon, CallRail information flows directly into your other systems, so teams work from the same accurate records without manual handoffs. Keragon can also sync existing calls and form data, helping keep information consistent over time.
Understand which conversations drive results
Without connected data, marketing teams struggle to see which efforts actually drive patient growth. Teams may know the phone rang, but they often cannot tell whether that call led to an appointment because call data and outcomes live in separate systems.
With Keragon, healthcare organizations can connect phone calls, texts, and form submissions to reports that also track appointments, revenue, and retention. This gives your team a clearer view of how phone conversations and digital marketing work together.
Build efficient workflows with privacy in mind
Efficiency should never come at the expense of patient privacy, yet many healthcare teams hesitate to adopt workflow tools because generic platforms may not sign a Business Associate Agreement or handle protected health information appropriately.
Keragon supports HIPAA-focused workflows with safeguards like a BAA, SOC 2 Type II security, audit logs, encryption, and a dedicated Trust Center. When teams use Keragon alongside our CallRail Healthcare Plans, they can streamline intake and follow-up while keeping appropriate protections in place for marketing and intake communications.
You can learn more about our Healthcare Plans, including guidance on HIPAA and HITECH requirements and our Business Associate Agreement, in CallRail’s HIPAA compliance resource guide.
Scale your impact, not your workload
Healthcare organizations do not need to choose between efficiency and patient privacy. With CallRail and Keragon, teams can connect intake workflows, respond to patient inquiries more quickly, and better understand which conversations lead to new patients, all without adding engineering work or complex integrations.
This integration works best for organizations using CallRail’s Healthcare Plans, which include privacy-first features designed to support HIPAA compliance for healthcare marketing.
