Introducing the Salesmsg + Keragon Integration!

Three missed calls. Two no-shows by lunch. One overwhelmed front desk team wondering how they'll ever catch up.

Sound familiar? There's a better way, and it starts with a simple text message.

We're excited to introduce the Salesmsg + Keragon integration: a powerful combination that brings HIPAA-ready automation and two-way texting together in one platform. Healthcare teams can now automate patient communications, reduce no-shows, and improve care coordination without adding staff or increasing workload.

This announcement comes with a limited time offer.

Receive 20% off any Keragon plan for 12 months, by using promo code SALESMSG_20OFF. Then simply contact Keragon support to apply the discount. Valid through November 7, 2025.

Why Are Healthcare Teams Moving to Text?

It's 8:10 a.m. and the phones are already ringing off the hook. A parent is trying to reschedule two visits for their children. Someone from the pharmacy is on hold, yet again. Your inbox is stuffed with digital intake forms, and there's a growing line forming at the counter.

Meanwhile, three appointment reminder calls have gone straight to voicemail. By lunch, at least two of those will become no-shows.

Here's the thing: patients are starting to prefer SMS text-based interaction. They respond faster than email or voicemail, and they appreciate the convenience. But scaling text communications in healthcare isn't as simple as just firing off messages. You need proper consent management, full compliance, and smart automation so your staff isn't manually juggling dozens of follow-ups.

That's exactly what Keragon and Salesmsg deliver together. Keragon brings a visual, no-code workflow builder designed specifically for healthcare compliance, while Salesmsg provides two-way SMS/MMS, calling, and AI Agents to personalize your outreach. The result is ideal.  Timely, helpful automated messages that free up your front desk to focus on what really matters - taking care of patients.

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Built to Connect With Your Existing Tools

One of Keragon's biggest strengths is its ability to play nice with the systems you already use. The platform integrates with 300+ healthcare tools right out of the box, including EHRs like Athenahealth, DrChrono, and ModMed; patient platforms like Healthie and IntakeQ; and communication tools such as Zoom, Twilio, and Spruce.

That means your automated texts can trigger from, and write data back to the systems your staff already relies on every day. No more manual data entry or bouncing between five different platforms.

How the Integration Actually Works

Keragon is a visual workflow builder made for healthcare teams who need to automate complex processes without writing code. Salesmsg plugs into that builder, adding two-way texting, SMS/MMS, calling, and AI Agents that you can trigger inside any workflow.

The setup is straightforward: you connect Salesmsg once inside Keragon, then fire off text actions based on events in your existing systems; "form submitted," "appointment booked," "status changed," "invoice created," and more.

This leads to faster response times, fewer no-shows, better patient follow-through, and outcomes you can actually measure and feel.

7 Real-World Text Automations Templates You Can Launch Today

How does this work in practice? Here are seven automated workflows that healthcare teams are using right now to improve patient experience and reduce administrative burden. Each one includes the problem it solves, the workflow logic, and a sample message you can adapt for your practice.

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1. New Patient Intake: Get Forms Completed Before They Arrive

The problem: Intake paperwork creates bottlenecks at check-in and clogs up your waiting room.

The solution: Send new patients a secure link to digital forms along with clear instructions on what to bring to their first visit.

How it works: When a new patient is created in your EHR or CRM, or when someone requests forms, Keragon triggers a Salesmsg text with a unique, secure form link.

Why it works: You eliminate front-desk bottlenecks and set clear expectations before patients ever walk through the door.

Sample message:

"Hi {{FirstName}} - this is {{PracticeName}}. To save time on your first visit, please complete your forms here: {{SecureLink}}. Remember to bring a photo ID and insurance card."

2. Appointment Reminders: Make It Easy to Confirm or Reschedule

The problem: No-shows and late arrivals wreak havoc on your schedule and waste valuable appointment slots.

The solution: Send friendly, conversational reminders that invite patients to confirm or reschedule with a single tap.

How it works: When an appointment is booked, Keragon schedules a Salesmsg reminder that allows YES/NO replies or routes patients to a reschedule link - or even an AI Agent that can handle self-service rebooking.

Why it works: Conflicts surface early, and patients can self-correct without calling your office.

Sample message:

"Hi {{FirstName}}, looking forward to seeing you {{ApptDateTime}}. Still good? Reply YES or tap to reschedule: {{RescheduleLink}}."

3. Post-Visit Check-Ins: Show Patients You Care

The problem: After appointments end, patients can feel forgotten. Missed follow-ups lead to missed care opportunities.

The solution: Send a short, caring check-in message that invites patients to reply with questions or concerns.

How it works: Once an appointment is marked complete, Keragon triggers a Salesmsg check-in. If the patient needs help, the conversation escalates to staff or an AI Agent.

Why it works: You build trust, catch potential issues early, and reinforce that you're available when patients need you.

Sample message:

"Hi {{FirstName}}, thanks for visiting us today. How are you feeling? Reply to this text if you have any questions or concerns."

4. Recurring Care Nudges: Book the Whole Family at Once

The problem: Routine care appointments slip through the cracks, and coordinating family scheduling feels impossible.

The solution: Send timely reminders that make it easy to book appointments for multiple family members in one go.

How it works: When a care plan comes due or a certain interval since the last visit is reached, Keragon sends a Salesmsg text with a booking link. You can even branch the workflow to prompt booking for spouses or children.

Why it works: One visit becomes a complete family care plan, improving continuity and boosting your schedule.

Sample message:

"It's time for your {{CareType}}. Want to book for yourself - and {{FamilyMemberOption}} too? Schedule here: {{BookingLink}}."

5. Reviews & Feedback: Turn Great Experiences Into Growth

The problem: Even when patients have wonderful visits, they don't always leave reviews or share feedback that helps you improve.

The solution: Automate NPS or CSAT surveys right after appointments, and route happy patients toward review platforms.

How it works: After an appointment is completed, Keragon sends a Salesmsg survey text. Based on the patient's score, you can branch the workflow - high scores get a review link, low scores trigger a staff follow-up.

Why it works: You capture actionable feedback in real time and turn satisfied patients into authentic advocates.

Sample message:

"Thanks for visiting today. Quick 1-question check-in: How was your experience (0–10)? Reply with a number."

6. Medication Notifications: Clear the Confusion Around Refills

The problem: Patients miss pharmacy updates, leading to confusion, extra calls, and poor medication adherence.

The solution: Send automatic notifications when prescriptions are sent or refills are processed, complete with pickup instructions.

How it works: When a prescription is ordered or a refill is processed, Keragon triggers a Salesmsg text with pharmacy details and an option to reply for help.

Why it works: Patients know exactly what to do next, your phone lines stay clear, and adherence improves.

Sample message:

"Reminder: Your medication {{MedicationName}} has been sent to {{PharmacyName}}. Please contact your pharmacy for pickup details."

7. Test Result Notifications: Deliver Peace of Mind Faster

The problem: Patients anxiously call for test results, creating phone tag that slows down care.

The solution: Send a secure portal link as soon as results are available, with an invitation to text back if they have questions.

How it works: When lab results are uploaded to your system, Keragon sends a Salesmsg text with a secure portal link. Patients can escalate questions to staff or an AI Agent for quick answers.

Why it works: You deliver peace of mind immediately and scale secure communications without adding work for your team.

Sample message:

"Your recent test results are available. View them securely here: {{PortalLink}}. Questions? Reply to this text and we'll help."

Getting Started: Your Quick Setup Guide

Ready to build your first automated workflow? Here's how to get up and running with Keragon and Salesmsg.

Step 1: Connect
Authorize Salesmsg inside Keragon. Once connected, you'll be able to add Salesmsg actions to any workflow you create.

Step 2: Build
Choose your trigger event - form submitted, appointment booked, status changed, invoice created, etc. - and map the relevant data fields from your connected systems.

Step 3: Act
Add a Salesmsg step to send a text, launch an AI Agent, or create branching logic based on patient responses. Define what happens next for each scenario.

Step 4: Test & Measure
Send test messages to verify that links and merge fields work correctly, then deploy your workflow and start tracking key outcomes like response time and appointment show rates.

Want to explore more? Check out the Salesmsg ↔ Keragon integration overview and browse the full list of connectors, including Zoom, Twilio, and Spruce.

The complete documentation and integration guide can be found here.

Staying Compliant: What You Need to Know

Healthcare texting comes with important compliance requirements. Here's what to keep in mind:

Get explicit consent. Always obtain clear permission before texting patients, and store their opt-in status. Make opting out simple - include language like "Reply STOP to unsubscribe" in every message.

Protect PHI carefully. Don't include protected health information in text messages unless your systems, agreements, and processes are properly configured (think: Business Associate Agreements in place, access controls, encryption, audit logging). Keragon is built with HIPAA compliance and enterprise-grade security at its core, but you should always align with your compliance lead before launching any new workflow.

Note: This content is informational and not legal advice.

Metrics That Actually Matter

Want to know if your automated texting workflows are working? Track these key performance indicators:

• No-show rate (broken down by visit type)
• Time-to-first-response from patients
• Booking conversion from reminder and reschedule flows
• Days sales outstanding (DSO) on invoices for billing follow-ups
• Review volume and average rating
• Survey scores (NPS/CSAT) and trend lines over time

Why Keragon + Salesmsg Works

Let's recap what makes this integration so powerful for healthcare teams:

Healthcare-grade automation: Keragon's no-code builder, HIPAA-ready architecture, and 300+ healthcare integrations mean you can build real-world clinical and administrative workflows without needing developers.

Patient-first SMS at scale: Salesmsg brings two-way texting, MMS, calling, and AI Agents that slot seamlessly into your Keragon automations, making every patient interaction feel personal and timely.

Measurable outcomes: Fewer no-shows, faster response times, better patient follow-through - and happier staff who can finally focus on care instead of chasing down appointment confirmations.

Ready to Get Started?

Pick one workflow to launch this week, like "appointment reminders" or "AI-assisted intake are great starting points", then measure the impact within seven days. You'll be surprised how quickly things improve.

So here is what to do next:

1. Connect Salesmsg to Keragon and build your first automated patient text workflow.
2. Start smart text workflows for free with Salesmsg: Try it free with a 14-day trial.
3. Explore the Keragon integrations gallery to see which EHRs, practice tools, and communication apps you can add next.

Your front desk team will thank you. Your patients will thank you. And your no-show rate? It's about to drop dramatically.

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P.S: Use promo code SALESMSG_20OFF for 20% off any Keragon plan for 12 months. Start your 14-day free trial, then contact Keragon support to apply the discount. (This offer expires November 7, 2025)

Want to learn more about the Salesmsg + Keragon Integration? Check out the Salesmsg integration page.

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Frequently Asked Questions

Q: Do I need technical skills or a developer to set up these workflows?

No. Keragon is built as a no-code platform specifically for healthcare teams. You can create workflows using a visual builder—think drag-and-drop logic that connects your existing systems. Most teams launch their first automated text workflow (like appointment reminders) in under an hour. If you get stuck, both Keragon and Salesmsg offer support to help you get up and running.

Q: Is texting patients actually HIPAA compliant?

Yes, when done correctly. The key is having the right infrastructure in place: Business Associate Agreements (BAAs) with your vendors, proper consent management, encryption, access controls, and audit logging. Keragon is built with HIPAA compliance in mind, and Salesmsg offers BAA coverage. That said, you should avoid including specific Protected Health Information (PHI) in text messages themselves—instead, use secure portal links for sensitive information like test results or detailed medical information. Always consult with your compliance team before launching any new patient communication workflow.

Q: What happens if a patient replies to an automated text?

That's the beauty of two-way messaging. When patients reply, you have options: route the conversation to a staff member for personal follow-up, trigger an AI Agent to handle common questions automatically, or create conditional workflows that branch based on their response (like "YES" to confirm an appointment or "HELP" to escalate to your team). You're never locked into one-way broadcasts—every message can become a real conversation when needed.

Q: How quickly will we see results from automated patient texting?

Most healthcare teams see measurable impact within the first week. Appointment reminder workflows typically show results immediately—practices report no-show reductions of 20-30% in the first month. Response rates to texts are also dramatically higher than phone calls or emails (most patients reply within minutes rather than hours or days). Start with one high-impact workflow like appointment reminders or post-visit check-ins, measure the baseline, then expand from there. The metrics section in this post will help you track what matters most.

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