Skip to main content

DrChrono

In many organizations, work involving DrChrono is a good example of a process that may combine native XY capabilities with browser-based automation.

How to think about DrChrono in XY​

When planning a DrChrono workflow, the right approach depends on the specific task:

  • use a native connection if your workspace supports the required use case directly
  • use the XY Browser Agent when the work is primarily performed through the DrChrono web experience

Good workflow examples​

  • pulling together the information needed for a follow-up task
  • completing repetitive browser work in DrChrono
  • combining DrChrono-related work with files, email, or another system inside a broader workflow

Best practice​

Treat DrChrono as a workflow design decision rather than assuming every task should be handled the same way. Validate the approach inside your workspace before broad rollout.