--- title: "DrChrono Integration" description: "Connect AI agents to the DrChrono EHR. Agents find or create patients, file faxed referrals in the chart, create follow-up tasks and appointments, and read the insurance on file before a first visit." url: https://flowrunner.ai/integrations/drchrono date_modified: 2026-10-28T13:47:16-07:00 --- # DrChrono [Healthcare](https://flowrunner.ai/integrations/category/healthcare) Connect AI agents to the DrChrono EHR. Agents find or create patients, file faxed referrals in the chart, create follow-up tasks and appointments, and read the insurance on file before a first visit. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 3 triggers · 11 actions · OAuth · available [DrChrono website](https://www.drchrono.com/) · [Platform Documentation](https://app.drchrono.com/api-docs/) · Capability data verified 2026-11-13 1. A referral arrives as a fax on the SRFax intake line 2. Agent reads the patient, referring office and service 3. Search Patients looks for the chart by name and birth date 4. Upload Document to Patient Chart files it, tagged referral 5. Create Task asks intake to call the patient and book 6. Get Patient Insurance confirms coverage is on file 7. DrChrono refuses a likely duplicate, and intake decides ## What This Integration Enables DrChrono is a full EHR, and its API reflects how a clinical record works rather than how intake works. There is no referral object and no appointment request object. Documents carry tags, not categories. This connector works the way DrChrono does: a referral is filed as a tagged document plus a task, and a requested visit is booked with the status Not Confirmed. Practices get intake automation without inventing records their EHR does not have. FlowRunner agents search, read and create patients, and file documents to charts. They list and download chart documents and read the problem list. They create tasks and appointments, and read and save primary, secondary and tertiary insurance. Three triggers watch for new appointments, new documents and new patients by checking on a schedule. DrChrono has no document webhook, so checking is the reliable route. The agent does the filing and the gathering. When DrChrono itself says a new patient looks like someone already in the system, the agent stops and asks a person on Slack, email, WhatsApp or phone. ### Without FlowRunner **Fax to chart by hand**: Each faxed referral is downloaded, renamed and uploaded to the right chart one at a time **Referrals tracked elsewhere**: With no referral record in the EHR, follow-up lives in a spreadsheet or a notebook **Insurance found at check-in**: A missing or outdated policy is discovered when the patient is at the front desk ### With FlowRunner **Filed and tagged**: The referral lands in the patient's chart with a referral tag the team can filter on **Referral as a task**: Every referral becomes a DrChrono task linked to the patient and the document **Coverage flagged early**: New patients and new appointments with no insurance on file are flagged before the visit ## Use Case Scenarios ### Faxed referral to chart and task A referral arrives on the clinic's [SRFax](https://flowrunner.ai/integrations/srfax) line, and the PDF reaches the flow. The agent reads the patient's name, date of birth, the referring office and the requested service. Search Patients finds the chart. Upload Document to Patient Chart files the PDF with the tag referral, and Create Task assigns intake to call the patient, linked to both the patient and the document. When the search finds nobody, Create Patient opens a chart first. Once the referral is filed, the agent marks the fax read in SRFax so the inbox shows only what is left. ### A requested visit without a request object A patient asks for a first visit through the practice's web form. DrChrono has no appointment request list, so the agent calls Create Appointment with the status Not Confirmed on the doctor's calendar. Staff see the request on the schedule they already use and confirm it with the patient. When On New Appointment picks it up, the agent reads Get Patient Insurance and posts any patient with no policy on file to the front desk in [Slack](https://flowrunner.ai/integrations/slack). ### Coverage from the referral, saved without erasing history On New Patient fires for each new chart. The agent calls Get Patient Insurance. When the primary slot is empty and the referral carried an insurance card, Create or Update Patient Insurance saves the payer, plan, member ID, group and subscriber. A filled slot is a different matter. DrChrono keeps one policy per slot and overwrites it without history, and a change can leave past appointments unbillable. So when the referral's policy differs from the one on file, the agent posts both to the billing lead and saves nothing until the lead picks one. With coverage settled, Check Eligibility in [Stedi](https://flowrunner.ai/integrations/stedi) confirms it before the first visit. ### A records request answered by fax A specialist's office or a payer asks for a patient's records. The agent reads the request, finds the chart with Search Patients, and calls Get Patient Problems for the diagnoses with their ICD-10 codes and onset dates. List Patient Documents shows what is on the chart by date and tag. Download Document saves the chosen files to FlowRunner storage, and the agent sends them with Send Fax in [SRFax](https://flowrunner.ai/integrations/srfax), with a cover note built from the problem list. DrChrono allows 500 API calls per hour per app, so the flow pulls only the documents the request names rather than the whole chart. ## Human-in-Loop Highlight The gate comes from DrChrono itself. Create Patient refuses a likely duplicate unless Allow Duplicates is turned on. An agent could simply retry with that switch on, and the referral would be filed on a fresh, empty chart. FlowRunner agents never do that on their own. When DrChrono refuses, the agent searches for the chart it collided with and asks the intake coordinator in Slack: "DrChrono flagged the referral for Maria Gonzalez, born 1979-02-08, as a likely duplicate of chart GOMA000412. Same name and birth date, different address. File the referral on that chart, or create a separate patient?" The coordinator answers, and the agent files the document where it belongs. This is [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) built on the EHR's own warning, with the decision left to the person who knows the patients. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via Slack Human decides Agent resumes with decision ## Agent Capabilities 11 actions ### Patients 6 - **Search Patients** Finds patients by name, date of birth, email or chart ID. Name matching is partial and ignores case. Used before creating anyone, so the referral reaches the existing chart. - **Get Patient** Reads one patient's full record, including insurance, referring doctor and custom demographics. Used to confirm a match before filing. - **Create Patient** Creates a patient chart. DrChrono refuses a likely duplicate unless Allow Duplicates is on, and FlowRunner flows leave that decision to a person. - **Get Patient Insurance** Reads the primary, secondary and tertiary insurance on file: company, payer ID, plan, member ID, group and subscriber. Used to flag missing coverage and to feed an eligibility check. - **Create or Update Patient Insurance** Saves the primary, secondary or tertiary policy on a patient: payer, plan, member ID, group and subscriber. Blank fields keep the value on file. DrChrono overwrites the slot without history, so FlowRunner flows fill empty slots and ask a person before replacing a policy. - **Get Patient Problems** Reads a patient's problem list: ICD-10 or ICD-9 and SNOMED CT codes, name, status, onset and diagnosis dates, and notes. Used to build a records packet or to check a referral's diagnosis against the chart. ### Chart and Tasks 4 - **Upload Document to Patient Chart** Downloads a file from a URL, such as a faxed referral PDF, and files it in the patient's chart. Tags carry the document type, such as referral, lab order or intake form. - **List Patient Documents** Lists the documents in a patient's chart with description, date, tags and file URL, a page at a time. Used to find the files a records request or a referral review needs. - **Download Document** Saves a chart document's file to FlowRunner file storage and returns its FlowRunner URL with the document's details. Used to fax, email or archive a document from the chart. - **Create Task** Creates a task in DrChrono's task center, assigned to a user or group and linked to a patient, appointment or document. Used to turn a filed referral into follow-up a person owns. ### Scheduling 1 - **Create Appointment** Books an appointment on a doctor's calendar. Used to book confirmed visits, and with the status Not Confirmed to record a requested visit. ## Triggers 3 triggers ### Event Triggers 3 - **On New Appointment** Fires for each appointment booked in DrChrono, skipping breaks and membership placeholders. It starts insurance checks and visit preparation. - **On New Document** Fires for each document added to a patient chart. It starts routing flows that hand the document to the right provider or team. - **On New Patient** Fires for each patient created in DrChrono. It starts welcome, paperwork and insurance follow-up flows. ## Frequently asked questions ### What can FlowRunner do with DrChrono? FlowRunner agents can run Search Patients, Get Patient, and Create Patient in DrChrono, plus 8 more actions. ### Does connecting DrChrono to FlowRunner require OAuth? Yes. DrChrono connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials. ### Can DrChrono trigger a FlowRunner workflow automatically? Yes. DrChrono supports 3 triggers that can start a FlowRunner workflow automatically. **Work at DrChrono?** This integration exposes DrChrono to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. ## Need a custom DrChrono automation? Our team can build it for you. Tell us the process. Our implementation team at Midnight Flow builds it around how you work, tests it on your real data, and keeps it running, in your own FlowRunner workspace. [Have us build it](https://midnightflow.ai/packages/custom?utm_source=flowrunner.ai&utm_medium=referral&utm_campaign=general&utm_content=integrations.aside&utm_term=drchrono) --- Markdown version of https://flowrunner.ai/integrations/drchrono. Site index: https://flowrunner.ai/llms.txt