What can I automate with Dr Chrono?

Start a workflow or agent when New or Updated Audit Logs, New or Updated Appointments list or New or Updated Patient Messages happens in Dr Chrono, then Get Doctor, Get User or Get Doctor Options, alongside 200+ other apps.

Can an AI agent update Dr Chrono?

Yes, when you add Dr Chrono actions to its tools. You can pin fields, limit values and require approval before it acts, and every action is recorded in the Event Logs.

Do I need to write code?

No. Pick a trigger and actions in the builder, or describe what you want and Copilot sets it up.

What if the Dr Chrono action I need isn't listed?

Call the Dr Chrono API from any REST API step. On the Enterprise plan, talk to us about adding it.

Healthcare

Dr Chrono integration

Start workflows and AI agents from Dr Chrono events, and let agents act in Dr Chrono within the limits you set.

23 triggers
174 actions
MCP server

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Dr Chrono triggers and actions

Every Dr Chrono trigger and action you can use in Konnectify workflows and AI agents.

Trigger: New or Updated Audit Logs
Fires whenever a new audit log is created or an existing one is updated in DrChrono.
Trigger: New or Updated Appointments list
Fires whenever a new appointment list is created or an existing one is updated in DrChrono.
Trigger: New or Updated Patient Messages
Fires whenever a new patient message is created or an existing one is updated in DrChrono.
Trigger: New or Updated Patients
Fires whenever a new patient is created or an existing one is updated in DrChrono.
Trigger: New or Updated Patient Summaries
Fires whenever a new patient summary is created or an existing one is updated in DrChrono.
Trigger: New or Updated Fee Schedules
Fires whenever a new fee schedule is created or an existing one is updated in DrChrono.
Trigger: New or Updated Lab Orders
Fires whenever a new lab order is created or an existing one is updated in DrChrono.
Trigger: New or Updated Lab Documents
Fires whenever a new lab document is created or an existing one is updated in DrChrono.
Trigger: New or Updated Documents
Fires whenever a new document is created or an existing one is updated in DrChrono.
Trigger: New or Updated Appointments
Fires whenever a new appointment is created or an existing one is updated in DrChrono.
Trigger: New or Updated Prescription Messages
Fires whenever a new prescription message is created or an existing one is updated in DrChrono.
Trigger: New or Updated Communication Logs
Fires whenever a new communication (phone call) log is created or an existing one is updated in DrChrono.
Trigger: New or Updated Patient Payments
Fires whenever a new patient payment is created or an existing one is updated in DrChrono.
Trigger: New or Updated Transactions
Fires whenever a new insurance transaction is created or an existing one is updated in DrChrono.
Trigger: New or Updated Line Items
Fires whenever a new billing line item is created or an existing one is updated in DrChrono.
Trigger: New or Updated Messages
Fires whenever a new message is created or an existing one is updated in DrChrono.
Trigger: New or Updated Task Templates
Fires whenever a new task template is created or an existing one is updated in DrChrono.
Trigger: New or Updated Task Categories
Fires whenever a new task category is created or an existing one is updated in DrChrono.
Trigger: New or Updated Inventory Categories
Fires whenever a new inventory category is created or an existing one is updated in DrChrono.
Trigger: New or Updated Task Statuses
Fires whenever a new task status is created or an existing one is updated in DrChrono.
Trigger: New or Updated Task Notes
Fires whenever a new task note is created or an existing one is updated in DrChrono.
Trigger: New or Updated Tasks
Fires whenever a new task is created or an existing one is updated in DrChrono.
Trigger: New or Updated Inventory Vaccines
Fires whenever a new vaccine inventory record is created or an existing one is updated in DrChrono.
Action: Get Doctor
Fetches a doctor's profile and schedule from DrChrono using their unique ID.
Action: Get User
Fetches a user profile from DrChrono using their unique ID.
Action: Get Doctor Options
Fetches scheduling, billing, and telehealth options for a doctor from DrChrono using their unique ID.
Action: Create Claim Billing Note
Creates a new billing note for a specific appointment and doctor in DrChrono.
Action: Create Signed Consent Form
Creates a new signed consent form record for a specific patient, appointment, and consent form.
Action: Get Signed Consent Forms by Patient
Fetches a list of signed consent forms from DrChrono associated with a specific patient ID.
Action: Update Signed Consent Form
Updates an existing signed consent form record for a patient and appointment.
Action: Create Lab Order
Creates a new lab order in DrChrono. Use this as the first step in the lab workflow.
Action: Update Lab Order
Updates an existing lab order in DrChrono using its ID. Use a PATCH request to update statuses or other metadata.
Action: Get Lab Order
Fetches a lab order's details from DrChrono using its unique ID.
Action: Delete Lab Order
Deletes a lab order from DrChrono using its unique ID.
Action: Create Clinical Notes Batch
Kicks off a background task in DrChrono to generate a list of clinical notes. Returns a UUID to check the status.
Action: Get Clinical Notes Batch
Fetches the status and details of a clinical notes batch using its UUID.
Action: Get Sublab
Fetches details of a lab vendor location from DrChrono using its unique ID.
Action: Delete Sublab
Deletes a lab vendor location from DrChrono using its unique ID.
Action: Patient Messages Read
Fetches a patient message from DrChrono using its unique ID.
Action: Create Yellow Notepad
Creates yellow notepad content for a given appointment and template. Supports both appointment-level and patient-level templates.
Action: Yellow Notepad Retrieve
Fetches yellow notepad content using appointment ID and template ID from DrChrono.
Action: Create Medication
Creates a medication record for a patient in DrChrono with prescription details, dosage, and status.
Action: Create Custom Demographics
Creates a custom demographics field for a doctor with metadata such as template name, allowed values, and description.
Action: Create Appointment
Fetches a list of appointments from DrChrono with support for filtering by date, doctor, patient, status, and more.
Action: Create Appointment Profile
Creates an appointment profile for a doctor's calendar with details like duration, color, and scheduling settings.
Action: Create Patient Communication
Creates a patient communication entry for CQM tracking, including codes, values, and effective time.
Action: Update Appointment Profile
Updates an appointment profile for a doctor's calendar, including duration, color, and scheduling settings.
Action: Appointment Profiles Read
Fetches an appointment profile from DrChrono using its unique ID.
Action: Delete Appointment Profile
Deletes an appointment profile from DrChrono using its unique ID.
Action: Update Clinical Note Field Value
Updates an existing clinical note field value for a specific appointment and template.
Action: Clinical Note Field Values Read
Fetches a clinical note field value from DrChrono using its unique ID.
Action: Unapply Consent Form
Unassigns (unapplies) a consent form from a specific appointment using its ID.
Action: Apply Consent Form
Assigns (applies) a consent form to a specific appointment using its ID.
Action: Create Consent Form
Creates a consent form for patients with options like mandatory flag, default assignment, and ordering.
Action: Update Reminder Profile
Updates an existing reminder profile for scheduling notifications.
Action: Reminder Profiles Read
Fetches a reminder profile from DrChrono using its unique ID.
Action: Delete Reminder Profile
Deletes a reminder profile from DrChrono using its unique ID.
Action: Create Patient Intervention
Creates a patient intervention entry for CQM tracking, including codes, values, and effective time.
Action: Create Patient Message
Creates a patient message with subject and body, optionally including attachments.
Action: Update Patient Physical Exam
Updates an existing patient physical exam record for CQM tracking.
Action: Create Patient
Creates a new patient in DrChrono with demographic, contact, and clinical details.
Action: Implantable Devices Read
Fetches an implantable device from DrChrono using its unique ID.
Action: Patient Communications Read
Fetches a patient communication from DrChrono using its unique ID.
Action: Prescription Messages Read
Fetches a prescription message from DrChrono using its unique ID.
Action: Update Patient Communication
Updates an existing patient communication entry for CQM tracking.
Action: Create Patient Risk Assessment
Creates a patient risk assessment entry for CQM tracking, including codes, values, and effective time.
Action: Create Patient Summary
Creates a patient summary record using demographic filters like name, date of birth, and gender.
Action: Update Document
Updates an existing document or appointment template with new details.
Action: Documents Read
Fetches a document from DrChrono using its unique ID.
Action: Send OnPatient Invite
Sends an OnPatient portal invite to a patient using demographic and contact details.
Action: Patients OnPatient Access Read
Fetches OnPatient access invite details for a patient from DrChrono.
Action: Revoke OnPatient Invite
Revokes a sent OnPatient invite for a specific patient in DrChrono.
Action: Update Lab Result
Updates an existing lab result associated with a specific order.
Action: Lab Results Read
Fetches a lab result from DrChrono using its unique ID.
Action: Delete Lab Result
Deletes a lab result from DrChrono using its unique ID.
Action: Append to Pharmacy Note
Appends a new paragraph to the pharmacy_note section of an existing medication prescription.
Action: Medications Read
Fetches a patient medication from DrChrono using its unique ID.
Action: Patient Vaccine Records Read
Fetches a patient vaccine record from DrChrono using its unique ID.
Action: Patient Flag Types Read
Fetches a patient flag type from DrChrono using its unique ID.
Action: Clinical Note Field Types Read
Fetches a clinical note field type from DrChrono using its unique ID.
Action: Update Patient Flag Type
Updates an existing patient flag type such as name, color, or priority.
Action: Update Patient Risk Assessment
Updates an existing patient risk assessment entry for CQM tracking.
Action: Patient Risk Assessments Read
Fetches a patient risk assessment from DrChrono using its unique ID.
Action: Update Lab Document
Updates an existing lab order document with new details.
Action: Lab Documents Read
Fetches a lab order document from DrChrono using its unique ID.
Action: Delete Lab Document
Deletes a lab document from DrChrono using its unique ID.
Action: Appointment Templates Read
Fetches an appointment template from DrChrono using its unique ID.
Action: Delete Appointment Template
Deletes an appointment template from DrChrono using its unique ID.
Action: Update Appointment Template
Updates an existing appointment template with scheduling and profile details.
Action: Update Patient Intervention
Updates an existing patient intervention entry for CQM tracking.
Action: Patient Interventions Read
Fetches a patient intervention from DrChrono using its unique ID.
Action: Allergies Read
Fetches a patient allergy from DrChrono using its unique ID.
Action: Update Allergy
Updates an existing patient allergy record with reaction details and status.
Action: Care Plans Read
Fetches a care plan from DrChrono using its unique ID.
Action: Fee Schedules Read
Fetches a fee schedule from DrChrono using its unique ID.
Action: Update Appointment
Updates an appointment or break with scheduling, billing, and clinical details.
Action: Appointments Read
Fetches an appointment or break from DrChrono using its unique ID.
Action: Delete Appointment
Deletes an appointment or break from DrChrono using its unique ID.
Action: Create Telehealth Appointment
Creates a telehealth session for an existing appointment and returns the telehealth URL.
Action: Signed Consent Forms Read
Fetches a signed consent form from DrChrono using its unique ID.
Action: Create Patient Physical Exam
Creates a patient physical exam entry for CQM tracking, including codes, values, and effective time.
Action: Clinical Note Templates Read
Fetches a clinical note template from DrChrono using its unique ID.
Action: Create Lab Result
Creates a lab result for a lab order, including observation details, values, and status.
Action: Update Problem
Updates an existing patient problem record with diagnosis and clinical details.
Action: Problems Read
Fetches a patient problem from DrChrono using its unique ID.
Action: Create Amendment
Creates an amendment to a patient's clinical records, including comments and optional file attachments.
Action: Create Patient Flag Type
Creates a patient flag type with properties like name, color, and priority.
Action: Create EOB
Creates an Explanation of Benefits (EOB) record for billing, including payment and insurance details.
Action: Create Telehealth Appointment History
Creates a telehealth appointment history entry, capturing events like session start, end, or updates.
Action: Update Patient Summary
Updates a patient summary record using demographic filters such as name, date of birth, and gender.
Action: Patients Summary Read
Fetches a summarized patient record from DrChrono using its unique ID.
Action: Delete Patient Summary
Deletes a patient summary record from DrChrono using its unique ID.
Action: Create Lab Document
Creates a lab document (such as a requisition or result PDF) linked to a lab order.
Action: Consent Forms Read
Fetches a consent form from DrChrono using its unique ID.
Action: Update Consent Form
Updates an existing patient consent form with details such as title, mandatory status, or order.
Action: Update Lab Test
Updates an existing lab test associated with a lab order, including test details and metadata.
Action: Lab Tests Read
Fetches a lab test from DrChrono using its unique ID.
Action: Delete Lab Test
Deletes a lab test from DrChrono using its unique ID.
Action: Update Patient
Updates an existing patient record using demographic and contact details.
Action: Patients Read
Fetches a patient record from DrChrono using its unique ID.
Action: Delete Patient
Deletes a patient from DrChrono using its unique ID.
Action: Care Team Members Read
Fetches a care team member from DrChrono using its unique ID.
Action: Create Schedule Block
Creates a schedule block to prevent appointments during a specified time range for a provider.
Action: Claim Billing Notes Read
Fetches a billing note from DrChrono using its unique ID.
Action: Update Patient Lab Result
Updates an existing patient lab result with clinical and diagnostic details.
Action: Patient Lab Results Read
Fetches a patient lab result from DrChrono using its unique ID.
Action: Delete Patient Lab Result
Deletes a patient lab result from DrChrono using its unique ID.
Action: Update Amendment
Updates an existing amendment to a patient's clinical record, including comments or attached files.
Action: Amendments Read
Fetches a patient amendment from DrChrono using its unique ID.
Action: Delete Amendment
Deletes a patient amendment from DrChrono using its unique ID. Only amendments created by your API application can be deleted.
Action: Create Lab Test
Creates a lab test associated with a lab order, including specimen and test details.
Action: Update Appointments List
Updates an appointment list record using filters such as date, doctor, patient, and status.
Action: Appointments List Read
Fetches appointment records from DrChrono using the provided ID and filters.
Action: Delete Appointments List
Deletes an appointments list entry from DrChrono using its unique ID.
Action: Create Patient Lab Result
Creates a patient-specific lab result including clinical values, ranges, and doctor comments.
Action: Fee Schedules V2 Read
Fetches a fee schedule (v2) from DrChrono using its unique ID.
Action: Insurances Read
Fetches an insurance payer from DrChrono using its unique ID.
Action: Create Eligibility Checks List
Starts a background job to fetch eligibility checks. Returns a UUID to retrieve results.
Action: Telehealth Appointment History Read
Fetches telehealth appointment history from DrChrono using its unique ID.
Action: Clinical Notes Read
Fetches a clinical note from DrChrono using its unique ID.
Action: Create Document
Creates a document for a patient, including file content, description, and metadata.
Action: Staff Read
Fetches a staff member from DrChrono using its unique ID.
Action: Update Schedule Block
Replaces an existing schedule block with new data. All required fields must be provided.
Action: Schedule Blocks Read
Fetches a schedule block from DrChrono using its unique ID.
Action: Delete Schedule Block
Deletes a schedule block from DrChrono, allowing appointments to be scheduled during that time period again.
Action: EOBs Read
Fetches an EOB record from DrChrono using its unique ID.
Action: Create Allergy
Creates a patient allergy record including reaction, status, and clinical codes.
Action: Create Appointment On Doctor calendar
Creates a new appointment or break on a doctor's calendar with scheduling, billing, and clinical details.
Action: Create Patient Vaccine Record
Creates a vaccine record for a patient including dosage, administration, and inventory details.
Action: Update Telehealth Appointment
Updates an existing telehealth appointment associated with a scheduled appointment.
Action: Telehealth Appointments Read
Fetches a telehealth appointment from DrChrono using its unique ID.
Action: Create Sublab
Creates a lab sub-vendor used for processing lab orders and results.
Action: Custom Insurance Plan Names Read
Fetches a custom insurance plan name from DrChrono using its unique ID.
Action: Create Line Items List
Starts a background job to fetch billing line items. Returns a UUID to retrieve results.
Action: Eligibility Checks Read
Fetches an eligibility check record from DrChrono using its unique ID.
Action: Create Communication Log
Creates a communication log for a patient including call details, duration, and message content.
Action: Create Transactions List
Starts a background job to fetch billing transactions. Returns a UUID to retrieve results.
Action: Patient Payments Read
Fetches a patient payment record from DrChrono using its unique ID.
Action: Create Patient Payment
Creates a payment record for a patient including amount, method, and related billing details.
Action: Create Clinical Note Field Values List
Starts a background job to fetch clinical note field values. Returns a UUID to retrieve results.
Action: Billing Profiles Read
Fetches a billing profile from DrChrono using its unique ID.
Action: Transactions Read
Fetches an insurance transaction from DrChrono using its unique ID.
Action: Update Line Item
Updates an existing billing line item using filters such as appointment, doctor, patient, and dates.
Action: Line Items Read
Fetches a billing line item from DrChrono using its unique ID.
Action: Procedures Read
Fetches a procedure from DrChrono using its unique ID.
Action: Patient Payment Log Read
Fetches a patient payment log from DrChrono using its unique ID.
Action: Update Communication Log
Updates an existing communication (phone call) log for a patient using filters such as doctor, patient, or since.
Action: Communication Logs Read
Fetches a communication (phone call) log from DrChrono using its unique ID.
Action: Create Line Item
Creates a billing line item for appointments including pricing, insurance, and billing details.
Action: Update Doctor Work Schedule
Updates an existing doctor's entire work schedule using the schedule ID.
Action: Doctor Work Schedule Read
Fetches a doctor's work schedule from DrChrono using its unique ID.
Action: Create Message
Creates a message in the doctor's message center including communication details, notes, and metadata.
Action: Create Task Category
Creates a task category for organizing tasks within the practice.
Action: Add Exam Room
Adds an exam room to an existing office, allowing scheduling and resource allocation.
Action: Inventory Vaccines Read
Fetches a vaccine inventory record from DrChrono using its unique ID.
Action: Update Task Status
Updates an existing task status within the practice.
Action: Task Statuses Read
Fetches a task status from DrChrono using its unique ID.
Action: Create Task Template
Creates a task template with default values for category, assignee, status, and priority.
Action: Update Office Work Schedule
Updates an existing office's entire work schedule including working days and hours.
Action: Office Work Schedule Read
Fetches an office work schedule from DrChrono using its unique ID.
Action: Inventory Categories Read
Fetches an inventory category from DrChrono using its unique ID.
Action: Update Task
Updates an existing task with details such as assignee, category, status, and due dates.
Action: Tasks Read
Fetches a task from DrChrono using its unique ID.
Action: Create Task Status
Creates a task status for organizing task workflows within the practice.
Action: Update Task Template
Updates an existing task template with default values such as category, assignee, status, and priority.
Action: Task Templates Read
Fetches a task template from DrChrono using its unique ID.
Action: Create Task Note
Creates a note for a task including text content and metadata.
Action: Create Task
Creates a task with details such as assignee, category, due date, status, and notes.
Action: Create Vaccine Inventory
Creates a vaccine inventory record including stock details, pricing, manufacturer, and expiry information.
Action: Update Task Category
Updates an existing task category including name, archived status, and global settings.
Action: Task Categories Read
Fetches a task category from DrChrono using its unique ID.
Action: Update Task Note
Updates an existing task note including text content and metadata.
Action: Task Notes Read
Fetches a task note from DrChrono using its unique ID.
Action: Update Message
Updates an existing message in the doctor's message center including content, notes, and metadata.
Action: Messages Read
Fetches a message from the doctor's message center in DrChrono using its unique ID.
Action: Update Office
Updates an existing office including address, contact details, scheduling, and configuration settings.
Action: Offices Read
Fetches an office from DrChrono using its unique ID.

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Use Dr Chrono in an AI agent

Add any Dr Chrono action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.

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Dr Chrono and AI

Add AI steps to Dr Chrono workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.Dr Chrono + ChatGPT Dr Chrono + Claude Dr Chrono + Gemini
Use Dr Chrono actions from Claude or ChatGPT
Expose the Dr Chrono actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
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FAQ

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If you can't find what you're looking for, talk to our team.

Yes. Konnectify connects to Dr Chrono with 23 triggers and 174 actions, which you can use in workflows, AI workflows and AI agents.

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