DrChrono connector for AI agents

Tools your front desk agent reaches for on DrChrono, scoped per user.

CALL ANY TOOL

47 tools for practice management in DrChrono: search and update patients, book and reschedule appointments, read clinical notes, eligibility checks, and billing line items, manage problems, allergies, and medications, and handle tasks.

drchrono_create_allergy

Create allergy

Record an allergy for a patient. Returns the created allergy with its id. Use drchrono_update_allergy to change it or mark it inactive.

Parameters

Name

Type

Required

Description

doctor

integer

Required

ID of the doctor who diagnosed the allergy. Get doctor IDs from drchrono_list_doctors. Example: 12345.

patient

integer

Required

ID of the patient with the allergy. Get patient IDs from drchrono_list_patients. Example: 12345.

description

string

Optional

What the patient is allergic to. Example: Penicillin.

notes

string

Optional

Additional notes from the provider. Example: Reported by patient.

reaction

string

Optional

Short description of the reaction. Example: Hives.

rxnorm

string

Optional

RxNorm code of the drug, for a drug allergy. Example: 7980.

snomed_code

string

Optional

SNOMED code for the allergy. Example: 91936005.

snomed_reaction

string

Optional

SNOMED code for the reaction, from the PHIN VADS reaction value set. Example: 247472004.

status

string

Optional

Allergy status: active or inactive. DrChrono uses active when this is omitted on create. Example: active. One of: `active`, `inactive`.

verification_status

string

Optional

Verification status: confirmed, unconfirmed, refuted or entered-in-error. Example: confirmed. One of: `confirmed`, `unconfirmed`, `refuted`, `entered-in-error`.

drchrono_create_appointment

Create appointment

Book an appointment on a doctor's calendar for a patient, office and exam room. Returns the created appointment with its id. Check open slots first with drchrono_get_availability. Set duration, or a profile from drchrono_list_appointment_profiles. Use drchrono_update_appointment to reschedule or change status.

Parameters

Name

Type

Required

Description

doctor

integer

Required

ID of the doctor whose calendar the appointment is on. Get doctor IDs from drchrono_list_doctors. Example: 12345.

exam_room

integer

Required

Index of the exam room within the office (the index field of an entry in the office's exam_rooms list from drchrono_get_office). Example: 1.

office

integer

Required

ID of the office where the appointment takes place. Get office IDs from drchrono_list_offices. Example: 12345.

patient

integer

Required

ID of the patient the appointment is for. Get patient IDs from drchrono_list_patients. Example: 12345.

scheduled_time

string

Required

Start time of the appointment as an ISO 8601 timestamp in the office's local time. Example: 2026-11-02T09:30:00.

allow_overlapping

boolean

Optional

Set to true to skip the overlap check and book even if the slot overlaps another appointment. Example: false.

color

string

Optional

Calendar color as a hex code. Example: #3366CC.

duration

integer

Optional

Length of the appointment in minutes. Optional when profile is set, because the profile supplies a default. Example: 30.

icd10_codes

array

Optional

ICD-10 diagnosis codes for the visit, as a list of strings. Example: ["Z00.00"].

is_walk_in

boolean

Optional

Set to true to mark the appointment as a walk-in. Example: false.

notes

string

Optional

Free-text appointment notes. Example: Patient prefers morning visits.

profile

integer

Optional

ID of an appointment profile (from drchrono_list_appointment_profiles). The profile sets default color, duration and reason on creation, which explicit values override. Example: 12345.

reason

string

Optional

Reason for the visit. Example: Annual physical.

status

string

Optional

Appointment status: Arrived, Checked In, Checked In Online, In Room, In Session, Complete, Confirmed, Not Confirmed, Rescheduled, Cancelled or No Show (empty string clears it). Example: Confirmed. One of: ``, `Arrived`, `Checked In`, `Checked In Online`, `In Room`, `In Session`, `Complete`, `Confirmed`, `Not Confirmed`, `Rescheduled`, `Cancelled`, `No Show`.

drchrono_create_patient

Create patient

Create a new patient in the practice. A primary doctor and gender are required. Returns the created patient record, including its new id and chart ID. DrChrono rejects likely duplicates unless allow_duplicates is true. Use drchrono_update_patient to change an existing patient.

Parameters

Name

Type

Required

Description

doctor

integer

Required

ID of the patient's primary doctor. Get doctor IDs from drchrono_list_doctors. Example: 12345.

gender

string

Required

Patient's administrative gender. One of Male, Female, Other, UNK (unknown) or ASKU (asked, declined). Example: Female. One of: `Male`, `Female`, `Other`, `UNK`, `ASKU`.

address

string

Optional

Street address. Example: 123 Example St.

allow_duplicates

boolean

Optional

Set to true to skip DrChrono's duplicate-patient check. Example: false.

cell_phone

string

Optional

Patient's cell phone number. Example: (555) 555-0100.

chart_id

string

Optional

Chart ID for the patient. DrChrono generates one from the first and last name when it is left empty. Example: TEJA000001.

city

string

Optional

City. Example: Springfield.

date_of_birth

string

Optional

Date of birth in YYYY-MM-DD format. Example: 1980-01-01.

default_pharmacy

string

Optional

NCPDP ID of the patient's default pharmacy. Example: 1234567.

string

Optional

Patient's email address. Example: patient@example.com.

emergency_contact_name

string

Optional

Emergency contact's full name. Example: John Testcontact.

emergency_contact_phone

string

Optional

Emergency contact's phone number. Example: (555) 555-0103.

emergency_contact_relation

string

Optional

Emergency contact's relationship to the patient. Example: Spouse.

ethnicity

string

Optional

Ethnicity. One of blank, hispanic, not_hispanic or declined. Example: declined. One of: `blank`, `hispanic`, `not_hispanic`, `declined`.

first_name

string

Optional

Patient's first name. Example: Jane.

home_phone

string

Optional

Patient's home phone number. Example: (555) 555-0101.

last_name

string

Optional

Patient's last name. Example: Testpatient.

middle_name

string

Optional

Patient's middle name. Example: Q.

nick_name

string

Optional

Common name for the patient, shown instead of the first name when set. Example: Janie.

office_phone

string

Optional

Patient's work phone number. Example: (555) 555-0102.

patient_payment_profile

string

Optional

Default payment profile for the patient: Cash, Insurance, Insurance Out of Network, Auto Accident or Worker's Comp. The matching insurance must already be on file for the insurance-based profiles. Example: Cash. One of: `Cash`, `Insurance`, `Insurance Out of Network`, `Auto Accident`, `Worker's Comp`.

patient_status

string

Optional

Patient status: A (active), I (inactive) or D (inactive, deceased). Example: A. One of: `A`, `I`, `D`.

preferred_language

string

Optional

Preferred language as an ISO 639 alpha-3 code: blank, eng, zho, fra, ita, jpn, por, rus, spa, other, unknown or declined. Example: eng. One of: `blank`, `eng`, `zho`, `fra`, `ita`, `jpn`, `por`, `rus`, `spa`, `other`, `unknown`, `declined`.

primary_insurance

object

Optional

The patient's primary insurance as an object. Common keys: insurance_company, insurance_payer_id (find payers with drchrono_search_insurance_payers), insurance_plan_name, insurance_id_number, insurance_group_number, is_subscriber_the_patient and patient_relationship_to_subscriber. DrChrono does not validate insurance data, and changing it can make past appointments unbillable. Example: {"insurance_company": "Example Health Plan", "insurance_payer_id": "12345", "insurance_id_number": "ABC123456", "is_subscriber_the_patient": true}.

race

string

Optional

Race. One of blank, indian, asian, black, hawaiian, white, other or declined. Example: declined. One of: `blank`, `indian`, `asian`, `black`, `hawaiian`, `white`, `other`, `declined`.

referring_source

string

Optional

How the patient was referred to the practice. Example: Website.

secondary_insurance

object

Optional

The patient's secondary insurance as an object. Common keys: insurance_company, insurance_payer_id (find payers with drchrono_search_insurance_payers), insurance_plan_name, insurance_id_number, insurance_group_number, is_subscriber_the_patient and patient_relationship_to_subscriber. DrChrono does not validate insurance data, and changing it can make past appointments unbillable. Example: {"insurance_company": "Example Health Plan", "insurance_payer_id": "12345", "insurance_id_number": "ABC123456", "is_subscriber_the_patient": true}.

state

string

Optional

Two-letter US state abbreviation. Example: CA.

zip_code

string

Optional

ZIP code. Example: 90210.

drchrono_create_task

Create task

drchrono_get_allergy

Get allergy

drchrono_get_appointment

Get appointment

drchrono_get_availability

Get availability

drchrono_get_clinical_note

Get clinical note

drchrono_get_eligibility_check

Check get eligibility

drchrono_get_line_item

Get line item

drchrono_get_office

Get office

drchrono_get_patient

Get patient

drchrono_get_task

Get task

drchrono_list_allergies

List allergies

drchrono_list_appointment_profiles

List appointment profiles

drchrono_list_clinical_note_field_types

List clinical note field types

drchrono_list_clinical_note_field_values

List clinical note field values

drchrono_list_clinical_notes

List clinical notes

drchrono_list_doctors

List doctors

drchrono_list_line_items

List line items

drchrono_list_offices

List offices

drchrono_list_patients

List patients

drchrono_list_task_categories

List task categories

drchrono_list_task_notes

List task notes

drchrono_list_tasks

List tasks

drchrono_search_insurance_payers

Search insurance payers

drchrono_update_allergy

Update allergy

drchrono_update_appointment

Update appointment

Update selected fields on an appointment, such as rescheduling it, changing its status (e.g. Arrived, Cancelled) or editing the reason. Only the fields you send change. Returns an empty response (HTTP 204) on success; call drchrono_get_appointment to read the result. Use drchrono_create_appointment to book a new visit.

Parameters

Name

Type

Required

Description

string

Required

ID of the appointment. Get it from drchrono_list_appointments. Example: 12345.

allow_overlapping

boolean

Optional

Set to true to skip the overlap check and book even if the slot overlaps another appointment. Example: false.

color

string

Optional

Calendar color as a hex code. Example: #3366CC.

doctor

integer

Optional

ID of the doctor whose calendar the appointment is on. Get doctor IDs from drchrono_list_doctors. Example: 12345.

duration

integer

Optional

Length of the appointment in minutes. Optional when profile is set, because the profile supplies a default. Example: 30.

exam_room

integer

Optional

Index of the exam room within the office (the index field of an entry in the office's exam_rooms list from drchrono_get_office). Example: 1.

icd10_codes

array

Optional

ICD-10 diagnosis codes for the visit, as a list of strings. Example: ["Z00.00"].

is_walk_in

boolean

Optional

Set to true to mark the appointment as a walk-in. Example: false.

notes

string

Optional

Free-text appointment notes. Example: Patient prefers morning visits.

office

integer

Optional

ID of the office where the appointment takes place. Get office IDs from drchrono_list_offices. Example: 12345.

patient

integer

Optional

ID of the patient the appointment is for. Get patient IDs from drchrono_list_patients. Example: 12345.

profile

integer

Optional

ID of an appointment profile (from drchrono_list_appointment_profiles). The profile sets default color, duration and reason, which explicit values override. Example: 12345.

reason

string

Optional

Reason for the visit. Example: Annual physical.

scheduled_time

string

Optional

Start time of the appointment as an ISO 8601 timestamp in the office's local time. Example: 2026-11-02T09:30:00.

status

string

Optional

drchrono_update_patient

Update patient

Update selected fields on an existing patient. Only the fields you send change. Returns an empty response (HTTP 204) on success; call drchrono_get_patient to read the result. Use drchrono_create_patient to add a new patient.

Parameters

Name

Type

Required

Description

integer

Required

ID of the patient. Get it from drchrono_list_patients. Example: 12345.

address

string

Optional

Street address. Example: 123 Example St.

cell_phone

string

Optional

Patient's cell phone number. Example: (555) 555-0100.

chart_id

string

Optional

Chart ID for the patient. DrChrono generates one from the first and last name when it is left empty. Example: TEJA000001.

city

string

Optional

City. Example: Springfield.

date_of_birth

string

Optional

Date of birth in YYYY-MM-DD format. Example: 1980-01-01.

default_pharmacy

string

Optional

NCPDP ID of the patient's default pharmacy. Example: 1234567.

doctor

integer

Optional

ID of the patient's primary doctor (to reassign the patient). Get doctor IDs from drchrono_list_doctors. Example: 12345.

string

Optional

Patient's email address. Example: patient@example.com.

emergency_contact_name

string

Optional

Emergency contact's full name. Example: John Testcontact.

emergency_contact_phone

string

Optional

Emergency contact's phone number. Example: (555) 555-0103.

emergency_contact_relation

string

Optional

Emergency contact's relationship to the patient. Example: Spouse.

ethnicity

string

Optional

Ethnicity. One of blank, hispanic, not_hispanic or declined. Example: declined. One of: `blank`, `hispanic`, `not_hispanic`, `declined`.

first_name

string

Optional

Patient's first name. Example: Jane.

gender

string

Optional

Patient's administrative gender. One of Male, Female, Other, UNK (unknown) or ASKU (asked, declined). Example: Female. One of: `Male`, `Female`, `Other`, `UNK`, `ASKU`.

home_phone

string

Optional

Patient's home phone number. Example: (555) 555-0101.

last_name

string

Optional

Patient's last name. Example: Testpatient.

middle_name

string

Optional

Patient's middle name. Example: Q.

nick_name

string

Optional

Common name for the patient, shown instead of the first name when set. Example: Janie.

office_phone

string

Optional

Patient's work phone number. Example: (555) 555-0102.

patient_payment_profile

string

Optional

patient_status

string

Optional

Patient status: A (active), I (inactive) or D (inactive, deceased). Example: A. One of: `A`, `I`, `D`.

preferred_language

string

Optional

primary_insurance

object

Optional

race

string

Optional

Race. One of blank, indian, asian, black, hawaiian, white, other or declined. Example: declined. One of: `blank`, `indian`, `asian`, `black`, `hawaiian`, `white`, `other`, `declined`.

referring_source

string

Optional

How the patient was referred to the practice. Example: Website.

secondary_insurance

object

Optional

state

string

Optional

Two-letter US state abbreviation. Example: CA.

zip_code

string

Optional

ZIP code. Example: 90210.

drchrono_update_problem

Update problem

For more tools, view docs.

Build your Agent

Same auth pattern across LangChain, OpenAI, Anthropic, and Google ADK.

import { ScalekitClient } from "@scalekit-sdk/node";
import { createReactAgent } from "@langchain/langgraph/prebuilt";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

// DrChrono tools scoped to this user
const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["drchrono"], toolNames: [
    "drchrono_list_patients",
    "drchrono_get_availability",
    "drchrono_create_appointment"] },
  pageSize: 100,
});

const agent = createReactAgent({ llm, tools });
await agent.invoke({ messages: [{ role: "user", content: "Find Maria Lopez and book her with Dr. Chen at the first open slot on Friday" }] });

import OpenAI from "openai";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["drchrono"] }, pageSize: 100,
});

const res = await openai.chat.completions.create({
  model: "gpt-5",
  messages: [{ role: "user", content: "Find Maria Lopez and book her with Dr. Chen at the first open slot on Friday" }],
  tools,
});

// Execute the tool call with the user's vaulted DrChrono OAuth token
await sk.tools.executeTool(res.choices[0].message.tool_calls[0], "user_123");

import Anthropic from "@anthropic-ai/sdk";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["drchrono"] }, pageSize: 100,
});

const msg = await anthropic.messages.create({
  model: "claude-sonnet-5",
  max_tokens: 1024,
  messages: [{ role: "user", content: "Find Maria Lopez and book her with Dr. Chen at the first open slot on Friday" }],
  tools,
});

// Tool call runs with the user's vaulted DrChrono OAuth token
await sk.tools.executeTool(msg.content, "user_123");

import { Agent } from "@google/adk/agents";
import { ScalekitClient } from "@scalekit-sdk/node";

const sk = new ScalekitClient(env.SCALEKIT_ENV_URL, env.SCALEKIT_CLIENT_ID, env.SCALEKIT_CLIENT_SECRET);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["drchrono"] }, pageSize: 100,
});

const agent = new Agent({
  name: "front_desk_agent",
  model: "gemini-2.5-pro",
  instruction: "DrChrono tools scoped to this user",
  tools,
});

await agent.run("Find Maria Lopez and book her with Dr. Chen at the first open slot on Friday");

Try these prompts

Copy any prompt into your agent. Each maps directly to a DrChrono tool. Click to copy, paste into your agent, done.

Scheduling

Copy the prompt

Copied

Show open slots for Dr. Chen at the Main Street office on Friday.

Copy the prompt

Copied

Book this patient with Dr. Chen on Friday at 9:30am in exam room 2.

Copy the prompt

Copied

Mark this appointment as Arrived.

Patient chart

Copy the prompt

Copied

Search for patients named Maria Lopez born in 1984.

Copy the prompt

Copied

List this patient's active problems and medications.

Copy the prompt

Copied

Get the clinical note from this patient's last appointment.

Billing and tasks

Copy the prompt

Copied

List billing line items for Dr. Chen's appointments this week.

Copy the prompt

Copied

Show past eligibility checks for this patient.

Copy the prompt

Copied

Create a task for the billing team to review this patient's account.

SEE HOW AUTH WORKS

Each user signs in to DrChrono once, and Scalekit stores and refreshes their tokens. Credentials stay vaulted, every call is scope checked, and every action is logged.

Authorize

Your user connects

DrChrono

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

DrChrono

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

DrChrono

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

DrChrono

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

See the same per-user auth pattern across other healthcare connectors.

Support and Ops Teams

Meeting prep

Pulls agenda, participant context, and open action items before every meeting.

Engineering Teams

Slack triage

Polls Slack for new messages, classifies bugs and support requests with a LangGraph router, files GitHub issues or Zendesk tickets, and confirms in the thread.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared DrChrono token looks fine in a demo. In production every appointment change looks like one service account, and you cannot tell which user triggered it. Scalekit resolves the credential of the actual user who triggered the agent, never a shared bot.

// shared token
audit → bot_service_account

// scalekit
audit → user_abc ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

DrChrono today. Ten connectors tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access DrChrono as the user or through a shared service account?

As the user. Each user signs in to DrChrono once, and Scalekit stores and refreshes their tokens. Appointment changes and chart updates in your audit trail are attributed to that user, not a shared service account.

Where is the DrChrono OAuth token stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Credentials never appear in prompts, logs, or LLM context.

Can I limit what the agent does in DrChrono?

Yes. Filter by tool name in listScopedTools to expose only what you want, for example the read tools without drchrono_update_patient or drchrono_create_appointment. The connector has no delete tools. Scalekit also enforces scope checks before every API call.

What happens when a user revokes DrChrono access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Does adding a medication in DrChrono send a prescription?

No. drchrono_create_medication adds a medication to the patient's medication list. It does not send an eRx. drchrono_update_medication sets a stop date or marks a medication inactive.