Native eConsent Integration: ConsentCollect and Keragon
A technical guide to automating medical consent workflows. Connect ConsentCollect workspaces to Electronic Health Records (EHRs), EDCs, CRMs, and storage backends via the approved HIPAA-compliant Keragon integration.
1. Abstract
ConsentCollect has finalized and launched its native integration with Keragon, the leading healthcare automation engine. This partnership enables clinical practices, research organizations, and dental providers to securely route consent forms, participant records, and verification audits across their software ecosystems without writing custom APIs.
By establishing this secure pipeline, teams can configure automated rules connecting ConsentCollect with industry-standard applications. Supported endpoints include Electronic Health Records (EHRs) like AthenaHealth and Healthie, dental platforms like Dentalink, artificial intelligence/analytics solutions like Heidi and Vertex AI, storage backends like Dropbox and Microsoft Excel, and customer relationship suites like HubSpot and ZenDesk.
2. About Keragon
Keragon is an enterprise-grade, HIPAA-compliant workflow automation platform designed specifically for the healthcare sector. It serves as a secure middleware layer, allowing clinics and digital health companies to integrate disparate clinical systems, EHRs, EDCs, and user engagement suites without writing custom integration code.
By using a visual drag-and-drop workflow builder, clinical operators and sponsors can build direct data pipelines. Because Keragon specializes strictly in healthcare, the platform supports signing HIPAA Business Associate Agreements (BAAs), logs end-to-end data transmission audits, and maintains robust encryption standards.
3. Keragon Connectors Directory
Browse the available application connectors supported natively through our Keragon package. Clinical coordinators can deploy any trigger or action listed below from their Keragon workspace.
4. Standard Clinical Integration Scenarios
3.1 EHR Data Ingestion & Automated Dispatch (AthenaHealth, Healthie, Dentalink)
When an appointment is scheduled inside AthenaHealth, Healthie, or Dentalink, Keragon catches the event. The workflow invokes ConsentCollect's Create signatory action to sync patient details (name, email, MRN) and then calls Create form and Send form to generate and dispatch the signature request link.
Once the patient signs, the ConsentCollect form.completed trigger fires, delivering PHI-free metadata (including the unique form_id and cryptographic snapshot_hash) back to Keragon. The workflow then calls the EHR's native API via Keragon to toggle the custom patient intake status to "Consented" and log the verification hash in their medical chart.
3.2 Intelligent Form Dispatch via Clinical Note Analysis (Heidi, Vertex AI)
When a note is finalized inside an AI medical scribe like Heidi or saved to a clinical database processed by Vertex AI, a Keragon workflow is triggered. The workflow analyzes the clinical text. If surgical or diagnostic indicators requiring informed consent are identified, Keragon calls ConsentCollect's Create form and Send form actions using the template ID that matches the clinical diagnosis, delivering the correct consent paperwork to the patient immediately.
3.3 Structured Audit Logging & Document Backups (Microsoft Excel, Dropbox)
When a consent document is fully finalized, ConsentCollect sends a form.completed payload containing the document status and unique hash. Keragon catches this signal and appends a new row in a Microsoft Excel spreadsheet to log compliance records. The workflow then executes ConsentCollect's Get audit trail action to retrieve the complete, chained cryptographic forensic logs and uploads the raw JSON log to a secure folder in Dropbox.
3.4 Patient Management Sync & Support Intervention (HubSpot, ZenDesk)
When a user completes an intermediate signature, the form.signed trigger fires, updating the patient's record stage in HubSpot to reflect their progress. If the patient voids or revokes consent, triggering the form.withdrawn event, the workflow updates the patient state in HubSpot and automatically creates a support ticket in ZenDesk for immediate coordinator review.
5. Setup Methodology
Activation of the ConsentCollect connector within the Keragon dashboard is configured via a standard three-step process:
- Generate Developer Key: Navigate to Settings > API Keys in your ConsentCollect dashboard. Create a new key, label it, and assign the relevant permission scopes (
forms:read,forms:write,signatories:write,templates:read). Copy the raw token. - Configure Connected App: Access your Keragon dashboard (
app.keragon.com), go to Connected Apps, click Connect App, search for ConsentCollect, and enter your copied developer key. - Design Automated Pipelines: Launch the Keragon workflow builder to construct triggers and actions mapping data routes to your other active clinical systems.
6. Technical Specifications: Trigger & Action Registry
Table 5.1: Supported Webhook Events (Outbound)
| Event String | Payload Type | Description |
|---|---|---|
| form.completed | Metadata Only (PHI-Free) | Fires when all signing roles have completed consent signatures. Contains document metadata. |
| form.signed | Metadata Only (PHI-Free) | Fires immediately after an individual signer completes their signature step. |
| form.withdrawn | Status Log | Fires when a patient revokes consent or a coordinator voids a form. |
Table 5.2: Supported API Actions (Inbound)
| Action Name | Required Scope | Function Description |
|---|---|---|
| Create Consent Form | forms:write | Generates a new consent document from a template in the library. |
| Send Form to Patient | forms:write | Dispatches the signature link via email or SMS. |
| Create Patient Record | signatories:write | Populates target database with patient demographics and identifiers. |
| Get Audit Trail | forms:read | Exports the cryptographically chained, timestamped forensic logs. |
7. Security and Regulatory Controls
Automation pipelines operating through Keragon are governed by medical-grade data privacy protections:
- Zero-PHI Webhooks: Webhook signals contain no direct patient identifiers. Personal Health Information (PHI) is queried inside the authenticated ConsentCollect database only as required.
- HMAC Verification: Outbound webhook requests are cryptographically signed with SHA-256 signatures, validated using standard headers to prevent spoofing.
- Encrypted Storage: Client secrets, API tokens, and temporary files are fully encrypted using AES-256-GCM configurations.
- BAA Coverage: Both systems fully support Business Associate Agreements (BAAs), keeping your automated workflows completely HIPAA compliant.
8. Technical FAQ
8.1 Does the integration support multi-signer scenarios?
Yes. Since the webhook signals are fired at each step (via form.signed) and upon full completion (via form.completed), workflows can wait for individual signing milestones before executing actions in other systems.
8.2 How is a webhook signature verified?
Every webhook event includes an X-ConsentCollect-Signature header. Calculate the HMAC-SHA256 hash using the request body and the signing secret generated in your settings, and compare the two values.
8.3 Which EHR and EDC systems can we now connect to?
Through Keragon, you can connect with key Electronic Health Records (EHRs) and clinical suites like AthenaHealth, Healthie, and Dentalink, as well as storage/data applications like Dropbox and Microsoft Excel. Any application whitelisted in the connectors directory above is fully supported.
8.4 How does the Keragon connector benefit clinics, hospitals, and research sponsors?
Clinics & Hospitals: Reduces administrative overhead by automatically drafting and sending procedure consent forms when appointments are booked. It records signature verification codes and document hashes directly inside EMR charts.
Research Sponsors & PIs: Ensures strict compliance by automating enrollment stage transitions based on signed eConsents. It allows downloading and storing unalterable cryptographic forensic audit trails inside Dropbox or other storage systems for audit logging.
8.5 Is the integration free, and how does Keragon charge?
Yes, creating API keys and receiving webhook triggers is completely free on all ConsentCollect subscription plans, including the Sandbox tier. Keragon manages billing for workflow executions separately, offering tiers based on the volume of tasks ran within your automation pipelines.
Automate Clinical Consent Workflows
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