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Build on AdvancedMD Data Without Custom Development

Connect your AdvancedMD practice data to Knack and give operations, care, and revenue teams live access to the information they need, without IT skills or custom integration projects.

Why Connect AdvancedMD and Knack Health

AdvancedMD covers practice management, electronic health records, and patient engagement. The operational work around it, chasing follow ups, passing patients between staff, and logging tasks, often ends up in spreadsheets.

Teams enter the same data in multiple places, inboxes fill up, and nothing stays in sync.

Knack Health gives you a way to bring that work into one system, connected to your live AdvancedMD data through Keragon. Build apps around your actual workflows, your identifiers, and your team.

What You Can Build

A change in AdvancedMD can start an action in another tool, and each step can land in a Knack screen your team uses.

Common starting points:

Turn a new lead captured in GoHighLevel into an AdvancedMD patient profile
Send a Square payment link once an appointment is booked
Post completed payments back to the patient account
Start billing and reminders when a service is documented
Send follow up messages after each completed appointment

Each of these can feed a Knack Health app built for one specific team.

Patient intake and registration workflows

Medical equipment management

Scheduling and operational tools

Secure forms and document collection

Built for How AdvancedMD Actually Works

AdvancedMD practices are not all set up the same way. The modules you use, the identifiers you rely on, and the workflows your staff follow differ from one clinic to the next.

Knack Health is flexible by design. You can:

Work with the data your practice actually has
Use the identifiers your workflows depend on
Build apps around your specific processes

You’re not forced into a fixed integration model.

Integration Approach

AdvancedMD connects through Keragon, a HIPAA compliant automation platform built for healthcare.

Knack Health can integrate using the right approach for your setup:

Pull data into custom workflows and dashboards
Build operational layers around AdvancedMD processes
Support secure data access through portals
Connect to 300+ healthcare tools including Square, GoHighLevel, Salesforce, and Gmail

This allows you to move from static data access to event-driven workflows that update in real time.

Common Use Cases

Why Knack Health

Healthcare teams don’t need more tools. They need clearer systems.

Knack Health helps you turn AdvancedMD data into usable workflows. You can build apps that match your operations without relying on engineering or rigid templates.

That includes workflows that respond to real time changes in AdvancedMD and tools that give non clinical staff access to the data they need without expanding EHR access.

Implementation

Knack Health supports custom AdvancedMD integrations based on your setup.

Scope depends on which AdvancedMD modules you use and which connections you need. Most teams start with a single workflow, then expand as they see results.

Need a workflow that fits your AdvancedMD setup?

We’ll help you build it. We’ll help you build it.

AdvancedMD Integration FAQs

Does Knack Health integrate with AdvancedMD?

Yes. Knack Health integrates with AdvancedMD through Keragon, a HIPAA compliant automation platform. The connection supports triggers, actions, and field mapping without custom code.

Is the connection HIPAA compliant?

Yes. Keragon encrypts data with TLS 1.3, holds SOC 2 Type II certification, and signs Business Associate Agreements with healthcare customers. Knack Health adds role based access controls and record change logs.

What AdvancedMD data can I use?

Keragon exposes the following AdvancedMD triggers: new or updated patient, new or updated appointment, new intake record, new or updated note, and insurance member created.

On the action side you can create appointments and update patient records.

Workflows span appointment scheduling, patient intake, patient records, team collaboration, patient communication, billing and insurance, lab and prescription, and analytics and reporting.

Can I build custom workflows around AdvancedMD?

Yes. You can design workflows around patient records, appointments, billing, and more. Keragon’s visual builder covers most cases and API access is available for the rest.

Is this a plug and play integration?

Not quite. Keragon’s no-code builder means most connections can be live in minutes, but the workflows still need to be configured around your specific AdvancedMD setup, including which modules you use and which data should trigger which actions. There is no single template that works for every practice, but you do not need developers to build it.

Do I need developers?

Usually not. Keragon’s visual workflow builder handles most cases without code. Complex custom integrations may need some technical setup depending on your requirements.

How do we track changes to data in Knack?

Knack keeps record change logs so you can review edits made in your apps over time and see who changed what and when.

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