Dr Chrono

DrChrono + Konnectify

DrChrono Integration with Konnectify

Automate healthcare workflows across DrChrono and your business tools-sync patients, appointments, lab orders, documents, billing events, tasks, messages, and clinical records without writing code.

EHR Patients Appointments Billing Labs 23 Triggers 174 Actions

ON THIS PAGE

→ What is DrChrono? → API & Authentication → How to connect → Triggers (23) → Actions (174) → Popular automations → FAQ

What is DrChrono?

DrChrono is an EHR (Electronic Health Records), practice management, and medical billing platform built for modern healthcare practices. It combines clinical workflows, appointment scheduling, billing, and patient engagement tools into a single cloud-based system.

By integrating DrChrono with Konnectify, healthcare teams can automate cross-system workflows without writing code. Connect DrChrono to your CRM, communication tools, task managers, billing systems, and data stores so patient data, appointments, lab results, and billing events flow automatically between platforms.

New to DrChrono?

Create an account and start managing patients, appointments, billing, and clinical workflows.

Explore DrChrono

New to Konnectify?

Build workflows across your apps with triggers, actions, and no-code logic.

Try Konnectify free

What you can automate

• Sync new or updated patients to CRMs and data warehouses

• Notify teams when appointments are booked or changed

• Create follow-up tasks after lab orders or clinical events

• Archive patient documents to cloud storage automatically

• Log patient payments and billing events for reporting

• Route messages, prescription alerts, and audit logs

API & Authentication

OAuth 2.0 authorization

Konnectify uses the DrChrono REST API to read, create, update, and delete records in your DrChrono account. DrChrono uses OAuth 2.0 for authentication. When connecting DrChrono to Konnectify, provide your Client ID and Client Secret from the DrChrono developer portal; Konnectify handles token acquisition, refresh, and renewal automatically.

Things to know before you start

API access requires a DrChrono account with API credentials enabled.
Some endpoints may be gated by plan or user role permissions.
Rate limits apply based on your DrChrono subscription tier.
Polling-based triggers check for new or updated records at regular intervals.

API resources used

Patients
Appointments
Lab orders
Billing records
Tasks and messages

Important: rate limits & plan restrictions

DrChrono API limits and endpoint availability can vary by account, subscription tier, and user permissions. For high-volume workflows, tune polling frequency and add retry/backoff steps where supported.

Official docs: DrChrono API documentation.

How to connect DrChrono to Konnectify

Prerequisites

A valid DrChrono account
Client ID and Client Secret from the DrChrono developer portal
Access to the Konnectify platform
Admin permissions in DrChrono to authorize the OAuth app

Create the Connection

Log in to Konnectify.
Click New on the top-right corner and select Connections.
Search for and select DrChrono.
Enter your Client ID and Client Secret.
Click Authorize to complete the OAuth flow and grant Konnectify access to your DrChrono account.
Save the connection.

Create a Konnector

Click New and select Konnectors.
Choose a trigger - either a DrChrono trigger or a trigger from another app.
Select the DrChrono connection and click Continue.

Add a DrChrono Action

Click Action and select DrChrono.
Choose the action to perform, such as Create Patient or Update Appointment.
Fill in required fields and map dynamic values from the trigger output.

Test and Activate

Map dynamic fields from trigger/action outputs.
Run a test using sample data to verify the execution.
Save the Konnector and turn it ON.
Perform a real-time test and confirm results in DrChrono.

Triggers 23

This integration includes 23 polling triggers. Each trigger checks DrChrono for new or updated records at regular intervals and fires when matching data is found.

Patient Triggers 4 triggers

New or Updated Patients

Fires whenever a new patient is created or an existing one is updated in DrChrono.

New or Updated Patient Summaries

Fires whenever a new patient summary is created or an existing one is updated in DrChrono.

New or Updated Patient Messages

Fires whenever a new patient message is created or an existing one is updated in DrChrono.

New or Updated Patient Payments

Fires whenever a new patient payment is created or an existing one is updated in DrChrono.

Appointment Triggers 2 triggers

New or Updated Appointments

Fires whenever a new appointment is created or an existing one is updated in DrChrono.

New or Updated Appointments List

Fires whenever a new appointment list is created or an existing one is updated in DrChrono.

Lab & Document Triggers 3 triggers

New or Updated Lab Orders

Fires whenever a new lab order is created or an existing one is updated in DrChrono.

New or Updated Lab Documents

Fires whenever a new lab document is created or an existing one is updated in DrChrono.

New or Updated Documents

Fires whenever a new document is created or an existing one is updated in DrChrono.

Billing & Financial Triggers 3 triggers

New or Updated Fee Schedules

Fires whenever a new fee schedule is created or an existing one is updated in DrChrono.

New or Updated Line Items

Fires whenever a new billing line item is created or an existing one is updated in DrChrono.

New or Updated Transactions

Fires whenever a new insurance transaction is created or an existing one is updated in DrChrono.

Messaging & Communication Triggers 3 triggers

New or Updated Prescription Messages

Fires whenever a new prescription message is created or an existing one is updated in DrChrono.

New or Updated Communication Logs

Fires whenever a new communication (phone call) log is created or an existing one is updated in DrChrono.

New or Updated Messages

Fires whenever a new message is created or an existing one is updated in DrChrono.

Task Triggers 5 triggers

New or Updated Tasks

Fires whenever a new task is created or an existing one is updated in DrChrono.

New or Updated Task Templates

Fires whenever a new task template is created or an existing one is updated in DrChrono.

New or Updated Task Categories

Fires whenever a new task category is created or an existing one is updated in DrChrono.

New or Updated Task Statuses

Fires whenever a new task status is created or an existing one is updated in DrChrono.

New or Updated Task Notes

Fires whenever a new task note is created or an existing one is updated in DrChrono.

Inventory Triggers 2 triggers

New or Updated Inventory Vaccines

Fires whenever a new vaccine inventory record is created or an existing one is updated in DrChrono.

New or Updated Inventory Categories

Fires whenever a new inventory category is created or an existing one is updated in DrChrono.

System Triggers 1 trigger

New or Updated Audit Logs

Fires whenever a new audit log is created or an existing one is updated in DrChrono.

Actions 174

Use actions to create, read, update, and delete records across patients, appointments, clinical notes, labs, billing, documents, consent forms, offices, messages, and tasks.

Doctor & User 3 actions

Get Doctor

Fetches a doctor's profile and schedule from DrChrono using their unique ID.

Get User

Fetches a user profile from DrChrono using their unique ID.

Get Doctor Options

Fetches scheduling, billing, and telehealth options for a doctor from DrChrono using their unique ID.

Patient Management 30 actions

Create Patient

Creates a new patient in DrChrono with demographic, contact, and clinical details.

Update Patient

Updates an existing patient record using demographic and contact details.

Patients Read

Fetches a patient record from DrChrono using its unique ID.

Delete Patient

Deletes a patient from DrChrono using its unique ID.

Create Patient Summary

Creates a patient summary record using demographic filters like name, date of birth, and gender.

Update Patient Summary

Updates a patient summary record using demographic filters such as name, date of birth, and gender.

Patients Summary Read

Fetches a summarized patient record from DrChrono using its unique ID.

Delete Patient Summary

Deletes a patient summary record from DrChrono using its unique ID.

Patients OnPatient Access Read

Fetches OnPatient access invite details for a patient from DrChrono.

Send OnPatient Invite

Sends an OnPatient portal invite to a patient using demographic and contact details.

Revoke OnPatient Invite

Revokes a sent OnPatient invite for a specific patient in DrChrono.

Create Patient Message

Creates a patient message with subject and body, optionally including attachments.

Patient Messages Read

Fetches a patient message from DrChrono using its unique ID.

Create Patient Communication

Creates a patient communication entry for CQM tracking, including codes, values, and effective time.

Patient Communications Read

Fetches a patient communication from DrChrono using its unique ID.

Update Patient Communication

Updates an existing patient communication entry for CQM tracking.

Create Patient Intervention

Creates a patient intervention entry for CQM tracking, including codes, values, and effective time.

Update Patient Intervention

Updates an existing patient intervention entry for CQM tracking.

Patient Interventions Read

Fetches a patient intervention from DrChrono using its unique ID.

Create Patient Physical Exam

Creates a patient physical exam entry for CQM tracking, including codes, values, and effective time.

Update Patient Physical Exam

Updates an existing patient physical exam record for CQM tracking.

Create Patient Risk Assessment

Creates a patient risk assessment entry for CQM tracking, including codes, values, and effective time.

Update Patient Risk Assessment

Updates an existing patient risk assessment entry for CQM tracking.

Patient Risk Assessments Read

Fetches a patient risk assessment from DrChrono using its unique ID.

Create Patient Flag Type

Creates a patient flag type with properties like name, color, and priority.

Update Patient Flag Type

Updates an existing patient flag type such as name, color, or priority.

Patient Flag Types Read

Fetches a patient flag type from DrChrono using its unique ID.

Create Patient Payment

Creates a payment record for a patient including amount, method, and related billing details.

Patient Payments Read

Fetches a patient payment record from DrChrono using its unique ID.

Patient Payment Log Read

Fetches a patient payment log from DrChrono using its unique ID.

Appointments 27 actions

Create Appointment On Doctor Calendar

Creates a new appointment or break on a doctor's calendar with scheduling, billing, and clinical details.

Update Appointment

Updates an appointment or break with scheduling, billing, and clinical details.

Appointments Read

Fetches an appointment or break from DrChrono using its unique ID.

Delete Appointment

Deletes an appointment or break from DrChrono using its unique ID.

Create Appointment Profile

Creates an appointment profile for a doctor's calendar with details like duration, color, and scheduling settings.

Update Appointment Profile

Updates an appointment profile for a doctor's calendar, including duration, color, and scheduling settings.

Appointment Profiles Read

Fetches an appointment profile from DrChrono using its unique ID.

Delete Appointment Profile

Deletes an appointment profile from DrChrono using its unique ID.

Update Appointment Template

Updates an existing appointment template with scheduling and profile details.

Appointment Templates Read

Fetches an appointment template from DrChrono using its unique ID.

Delete Appointment Template

Deletes an appointment template from DrChrono using its unique ID.

Update Appointments List

Updates an appointment list record using filters such as date, doctor, patient, and status.

Appointments List Read

Fetches appointment records from DrChrono using the provided ID and filters.

Delete Appointments List

Deletes an appointments list entry from DrChrono using its unique ID.

Create Telehealth Appointment

Creates a telehealth session for an existing appointment and returns the telehealth URL.

Update Telehealth Appointment

Updates an existing telehealth appointment associated with a scheduled appointment.

Telehealth Appointments Read

Fetches a telehealth appointment from DrChrono using its unique ID.

Create Telehealth Appointment History

Creates a telehealth appointment history entry, capturing events like session start, end, or updates.

Telehealth Appointment History Read

Fetches telehealth appointment history from DrChrono using its unique ID.

Create Schedule Block

Creates a schedule block to prevent appointments during a specified time range for a provider.

Update Schedule Block

Replaces an existing schedule block with new data. All required fields must be provided.

Schedule Blocks Read

Fetches a schedule block from DrChrono using its unique ID.

Delete Schedule Block

Deletes a schedule block from DrChrono, allowing appointments to be scheduled during that time period.

Create Reminder Profile

Manages reminder profiles for scheduling notifications.

Update Reminder Profile

Updates an existing reminder profile for scheduling notifications.

Reminder Profiles Read

Fetches a reminder profile from DrChrono using its unique ID.

Delete Reminder Profile

Deletes a reminder profile from DrChrono using its unique ID.

Clinical Notes 14 actions

Create Clinical Notes Batch

Kicks off a background task in DrChrono to generate a list of clinical notes. Returns a UUID to check status.

Get Clinical Notes Batch

Fetches the status and details of a clinical notes batch using its UUID.

Clinical Notes Read

Fetches a clinical note from DrChrono using its unique ID.

Update Clinical Note Field Value

Updates an existing clinical note field value for a specific appointment and template.

Clinical Note Field Values Read

Fetches a clinical note field value from DrChrono using its unique ID.

Create Clinical Note Field Values List

Starts a background job to fetch clinical note field values. Returns a UUID to retrieve results.

Clinical Note Templates Read

Fetches a clinical note template from DrChrono using its unique ID.

Clinical Note Field Types Read

Fetches a clinical note field type from DrChrono using its unique ID.

Create Yellow Notepad

Creates yellow notepad content for a given appointment and template. Supports both appointment-level and global notes.

Yellow Notepad Retrieve

Fetches yellow notepad content using appointment ID and template ID from DrChrono.

Create Amendment

Creates an amendment to a patient's clinical records, including comments and optional file attachments.

Update Amendment

Updates an existing amendment to a patient's clinical record, including comments or attached files.

Amendments Read

Fetches a patient amendment from DrChrono using its unique ID.

Delete Amendment

Deletes a patient amendment from DrChrono using its unique ID. Only amendments created by your API app can be deleted.

Lab & Diagnostics 23 actions

Create Lab Order

Creates a new lab order in DrChrono. Use this as the first step in the lab workflow.

Update Lab Order

Updates an existing lab order in DrChrono using its ID.

Get Lab Order

Fetches a lab order's details from DrChrono using its unique ID.

Delete Lab Order

Deletes a lab order from DrChrono using its unique ID.

Create Lab Test

Creates a lab test associated with a lab order, including specimen and test details.

Update Lab Test

Updates an existing lab test associated with a lab order, including test details and metadata.

Lab Tests Read

Fetches a lab test from DrChrono using its unique ID.

Delete Lab Test

Deletes a lab test from DrChrono using its unique ID.

Create Lab Result

Creates a lab result for a lab order, including observation details, values, and status.

Update Lab Result

Updates an existing lab result associated with a specific order.

Lab Results Read

Fetches a lab result from DrChrono using its unique ID.

Delete Lab Result

Deletes a lab result from DrChrono using its unique ID.

Create Lab Document

Creates a lab document (such as a requisition or result PDF) linked to a lab order.

Update Lab Document

Updates an existing lab order document with new details.

Lab Documents Read

Fetches a lab order document from DrChrono using its unique ID.

Delete Lab Document

Deletes a lab document from DrChrono using its unique ID.

Create Patient Lab Result

Creates a patient-specific lab result including clinical values, ranges, and doctor comments.

Update Patient Lab Result

Updates an existing patient lab result with clinical and diagnostic details.

Patient Lab Results Read

Fetches a patient lab result from DrChrono using its unique ID.

Delete Patient Lab Result

Deletes a patient lab result from DrChrono using its unique ID.

Get Sublab

Fetches details of a lab vendor location from DrChrono using its unique ID.

Create Sublab

Creates a lab sub-vendor used for processing lab orders and results.

Delete Sublab

Deletes a lab vendor location from DrChrono using its unique ID.

Medications & Vaccines 8 actions

Create Medication

Creates a medication record for a patient in DrChrono with prescription details, dosage, and status.

Medications Read

Fetches a patient medication from DrChrono using its unique ID.

Append to Pharmacy Note

Appends a new paragraph to the pharmacy_note section of an existing medication prescription.

Create Patient Vaccine Record

Creates a vaccine record for a patient including dosage, administration, and inventory details.

Patient Vaccine Records Read

Fetches a patient vaccine record from DrChrono using its unique ID.

Create Vaccine Inventory

Creates a vaccine inventory record including stock details, pricing, manufacturer, and expiry information.

Inventory Vaccines Read

Fetches a vaccine inventory record from DrChrono using its unique ID.

Inventory Categories Read

Fetches an inventory category from DrChrono using its unique ID.

Billing & Insurance 18 actions

Create Line Item

Creates a billing line item for appointments including pricing, insurance, and billing details.

Update Line Item

Updates an existing billing line item using filters such as appointment, doctor, patient, and dates.

Line Items Read

Fetches a billing line item from DrChrono using its unique ID.

Create Line Items List

Starts a background job to fetch billing line items. Returns a UUID to retrieve results.

Create EOB

Creates an Explanation of Benefits (EOB) record for billing, including payment and insurance details.

EOBs Read

Fetches an EOB record from DrChrono using its unique ID.

Transactions Read

Fetches an insurance transaction from DrChrono using its unique ID.

Create Transactions List

Starts a background job to fetch billing transactions. Returns a UUID to retrieve results.

Create Claim Billing Note

Creates a new billing note for a specific appointment and doctor in DrChrono.

Claim Billing Notes Read

Fetches a billing note from DrChrono using its unique ID.

Insurances Read

Fetches an insurance payer from DrChrono using its unique ID.

Fee Schedules Read

Fetches a fee schedule from DrChrono using its unique ID.

Fee Schedules V2 Read

Fetches a fee schedule (v2) from DrChrono using its unique ID.

Billing Profiles Read

Fetches a billing profile from DrChrono using its unique ID.

Procedures Read

Fetches a procedure from DrChrono using its unique ID.

Create Eligibility Checks List

Starts a background job to fetch eligibility checks. Returns a UUID to retrieve results.

Eligibility Checks Read

Fetches an eligibility check record from DrChrono using its unique ID.

Custom Insurance Plan Names Read

Fetches a custom insurance plan name from DrChrono using its unique ID.

Documents & Consent Forms 12 actions

Create Document

Creates a document for a patient, including file content, description, and metadata.

Update Document

Updates an existing document or appointment template with new details.

Documents Read

Fetches a document from DrChrono using its unique ID.

Create Consent Form

Creates a consent form for patients with options like mandatory flag, default assignment, and ordering.

Update Consent Form

Updates an existing patient consent form with details such as title, mandatory status, or order.

Consent Forms Read

Fetches a consent form from DrChrono using its unique ID.

Create Signed Consent Form

Creates a new signed consent form record for a specific patient, appointment, and consent form.

Update Signed Consent Form

Updates an existing signed consent form record for a patient and appointment.

Get Signed Consent Forms by Patient

Fetches a list of signed consent forms from DrChrono associated with a specific patient ID.

Signed Consent Forms Read

Fetches a signed consent form from DrChrono using its unique ID.

Apply Consent Form

Assigns (applies) a consent form to a specific appointment using its ID.

Unapply Consent Form

Unassigns (unapplies) a consent form from a specific appointment using its ID.

Allergies, Problems & Care 8 actions

Create Allergy

Creates a patient allergy record including reaction, status, and clinical codes.

Update Allergy

Updates an existing patient allergy record with reaction details and status.

Allergies Read

Fetches a patient allergy from DrChrono using its unique ID.

Update Problem

Updates an existing patient problem record with diagnosis and clinical details.

Problems Read

Fetches a patient problem from DrChrono using its unique ID.

Care Plans Read

Fetches a care plan from DrChrono using its unique ID.

Care Team Members Read

Fetches a care team member from DrChrono using its unique ID.

Implantable Devices Read

Fetches an implantable device from DrChrono using its unique ID.

Offices & Staff 9 actions

Update Office

Updates an existing office including address, contact details, scheduling, and configuration settings.

Offices Read

Fetches an office from DrChrono using its unique ID.

Add Exam Room

Adds an exam room to an existing office, allowing scheduling and resource allocation.

Update Office Work Schedule

Updates an existing office's entire work schedule including working days and hours.

Office Work Schedule Read

Fetches an office work schedule from DrChrono using its unique ID.

Update Doctor Work Schedule

Updates an existing doctor's entire work schedule using the schedule ID.

Doctor Work Schedule Read

Fetches a doctor's work schedule from DrChrono using its unique ID.

Staff Read

Fetches a staff member from DrChrono using its unique ID.

Create Custom Demographics

Creates a custom demographics field for a doctor with metadata such as template name, allowed values, and configuration.

Messaging & Communication 7 actions

Create Message

Creates a message in the doctor's message center including communication details, notes, and metadata.

Update Message

Updates an existing message in the doctor's message center including content, notes, and metadata.

Messages Read

Fetches a message from the doctor's message center in DrChrono using its unique ID.

Create Communication Log

Creates a communication log for a patient including call details, duration, and message content.

Update Communication Log

Updates an existing communication (phone call) log for a patient.

Communication Logs Read

Fetches a communication (phone call) log from DrChrono using its unique ID.

Prescription Messages Read

Fetches a prescription message from DrChrono using its unique ID.

Tasks 15 actions

Create Task

Creates a task with details such as assignee, category, due date, status, and notes.

Update Task

Updates an existing task with details such as assignee, category, status, and due dates.

Tasks Read

Fetches a task from DrChrono using its unique ID.

Create Task Note

Creates a note for a task including text content and metadata.

Update Task Note

Updates an existing task note including text content and metadata.

Task Notes Read

Fetches a task note from DrChrono using its unique ID.

Create Task Category

Creates a task category for organizing tasks within the practice.

Update Task Category

Updates an existing task category including name, archived status, and global settings.

Task Categories Read

Fetches a task category from DrChrono using its unique ID.

Create Task Status

Creates a task status for organizing task workflows within the practice.

Update Task Status

Updates an existing task status within the practice.

Task Statuses Read

Fetches a task status from DrChrono using its unique ID.

Create Task Template

Creates a task template with default values for category, assignee, status, and priority.

Update Task Template

Updates an existing task template with default values such as category, assignee, status, and priority.

Task Templates Read

Fetches a task template from DrChrono using its unique ID.

Popular automations

Examples of common workflows you can build with DrChrono and Konnectify using the available triggers and actions.

Sync New Patients to Your CRM

Automatically push newly created or updated patient records to your CRM whenever DrChrono detects a change.

New or Updated Patients → Create or Update Record in CRM

Notify Teams When an Appointment is Booked or Rescheduled

Alert front-desk staff or care teams in real time when an appointment is created or updated in DrChrono.

New or Updated Appointments → Send Slack message or Email notification

Trigger Follow-Up Tasks After Lab Orders

Automatically create follow-up tasks whenever a lab order is placed or updated, ensuring results are tracked and reviewed.

New or Updated Lab Orders → Create Task in DrChrono

Log Patient Payments to a Google Sheet

Maintain a real-time ledger of all patient payments by syncing them automatically to Google Sheets for reporting.

New or Updated Patient Payments → Create or Update Row in Google Sheets

Archive Patient Documents to Cloud Storage

Automatically archive patient documents uploaded to DrChrono in secure cloud storage for backup and compliance.

New or Updated Documents → Upload file to Google Drive, Dropbox, or S3

FAQ

How does authentication work for DrChrono in Konnectify?

DrChrono uses OAuth 2.0. You connect using your DrChrono developer Client ID and Client Secret, then authorize Konnectify to access the account. Konnectify handles token acquisition, refresh, and renewal automatically.

Are all 174 actions available to every DrChrono account?

Some endpoints may depend on your DrChrono plan, enabled API credentials, and user permissions. If an action fails during testing, check account permissions and whether the endpoint is available for your subscription.

How do DrChrono triggers work?

DrChrono triggers are polling-based. Konnectify checks for new or updated records on a schedule and starts a workflow when matching data is found.

Can I prevent duplicate patient or appointment records?

Use a lookup or read action before creating records, then branch your workflow based on whether an existing record is found. This helps avoid duplicate patients, appointments, tasks, or billing entries.

What happens if DrChrono rate limits my workflow?

If rate limits are hit, a run may fail or retry depending on your Konnectify settings. Reduce polling frequency, avoid unnecessary reads, and add retry/backoff logic where supported.

Can I sync DrChrono with CRMs, spreadsheets, and storage tools?

Yes. DrChrono triggers and actions can be combined with other Konnectify apps to sync patients to CRMs, log payments to spreadsheets, send notifications, create tasks, or archive documents to cloud storage.

Ready to automate your DrChrono workflows?

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