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DrChrono Integration

Sync patients, sales orders, and insurance data between DrChrono and XY so every workflow has the latest chart details.

Overview​

The DrChrono integration connects XY to your DrChrono EHR system, enabling workflows and agents to access patient records, appointments, clinical data, and billing information. This integration supports real-time synchronization of patient data and clinical workflows.

Authentication & Setup​

  1. Navigate to the Integrations section in the XY Web App
  2. Select DrChrono from the integration directory
  3. Click "Connect" and complete the DrChrono OAuth authentication flow
  4. Grant XY the necessary permissions to access your DrChrono account
  5. Configure which data types and endpoints XY should access

Post-Authentication Configuration​

After connecting, configure:

  • Data Access Scope: Select which types of data XY can access (patients, appointments, clinical notes, billing)
  • Sync Frequency: Set how often XY should sync data with DrChrono
  • Capability Settings: Enable or disable specific read/write operations
  • Practice Selection: If multiple practices, select which ones XY should access

Endpoints & Capabilities​

Read Operations​

  • Get Patient: Retrieve patient demographic and medical information
  • List Patients: Search and retrieve patient records
  • Get Appointment: Retrieve appointment details and status
  • List Appointments: Query appointments by date, provider, or patient
  • Get Clinical Note: Retrieve clinical documentation and notes
  • Get Insurance Information: Retrieve patient insurance and payer details
  • Get Billing Information: Access billing and claims data
  • Get Lab Results: Retrieve laboratory test results

Write Operations​

  • Create Patient: Add new patient records
  • Update Patient: Modify patient demographic or medical information
  • Create Appointment: Schedule new appointments
  • Update Appointment: Modify existing appointments
  • Create Clinical Note: Add clinical documentation
  • Update Insurance Information: Modify patient insurance details
  • Submit Claim: Submit billing claims

Configuration​

  • Set Sync Frequency: Configure how often to sync data with DrChrono
  • Manage Data Access: Enable or disable access to specific data types
  • Configure Capabilities: Control which read/write operations are available
  • Practice Settings: Configure access to multiple practices if applicable

Use Cases​

  • Patient Data Synchronization: Keep patient information synchronized between systems
  • Appointment Management: Automate appointment scheduling and updates
  • Clinical Documentation: Automate creation and updates of clinical notes
  • Claims Processing: Submit and track billing claims
  • Data Entry Automation: Automate data entry from external sources into DrChrono