PatientSource and Personr integrations and automations

Seamlessly connect PatientSource and Personr. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

Build Powerful Workflows, fast

Triggers

When this happens…

PatientSource

New Patient
New patient in PatientSource

Any other trigger you can think up

Personr

Updated entity verification Real-time
Updated entity in PersonR

Any other trigger you can think up

Actions

Do this…

PatientSource

Custom action
Custom action in (Custom)
Create Admission
Create Admission in Patient source
Create a new Case Note
Create a new Case Note in Patient source
Create Observation
Create Observation in Patient source
Create A New Patient
Create A New Patient in Patient source
Delete an Admission
Delete an Admission in Patient source
Delete Patient
Delete Patient in Patient source
Retrieve a list of note type entries
Retrieve a list of note type entries in Patient source
Get Patient
Get Patient in Patient source
Get Patients List
Get Patients List in Patient source
Update Admission
Update Admission in Patient source
Update Patient Details
Update Patient Details in Patient source

Any other action you can think up

Personr

Custom action
Custom action in Personr (Custom)
Create an Entity
Create a new entity in Personr
Generating a verification link
Once you've created an entity, you can generate a hosted link for verification in Personr
Retrieving entity questionnaire answers
If your flow contains a questionnaire or product and plan logic block using Flow Logic, use this endpoint to retrieve the answers inputted by the entity during the verification process
Retrieving entity verification results
Verifications typically take ~2 minutes on average to process. When an entity has finished processing, use this action to retrieve extracted registry data along with the verification result

Any other action you can think up

One platform

Power
Agility
Speed
Innovation