DrChrono integration guide

How to connect HealthArc to DrChrono

Your administrator creates an API application under Account → API, sends us the Client ID and Client Secret, and clicks Authorize when DrChrono asks. HealthArc handles configuration, token refresh and testing.
At a glance

The DrChrono integration in six lines

Connection typeDrChrono API application with OAuth 2.0
Where it runsCloud to cloud. Nothing to install on your servers or workstations
Who sets it upA DrChrono user with the Settings permission, under Account → API
TokensAccess tokens last 48 hours and HealthArc refreshes them automatically
What we needClient ID and Client Secret, shared securely
SecurityHIPAA compliant, SOC 2 compliant, BAA signed before any data moves
Data flow

What moves between DrChrono and HealthArc

From DrChrono into HealthArc

  • Patient demographics and the patient list
  • Allergies
  • Medications
  • Problems and diagnoses
  • Providers and locations
  • Appointments
  • Clinical notes, lab results and vital signs, if your implementation uses them

From HealthArc back to DrChrono

  • Monthly care-management notes, where the API access granted allows write-back
  • Write-back scope confirmed in writing during scoping

Exact fields depend on your DrChrono configuration and the programs you run, and are confirmed in writing during scoping. HealthArc only requests the data those programs need.

What HealthArc does with that data

Diagnoses, medications and readings from DrChrono feed HealthArc’s AI-assisted care pathways, which queue the next task for your care team. The medical scribe then drafts the program note and suggests CPT codes for a clinician to review and sign.

How the AI scribe works
Before you start

What you need in place

None of this needs an IT team. Most of it is a decision or a name, and the scoping call covers anything you haven’t settled yet.

  • An active DrChrono account
  • Administrator access, or a user with the Settings permission
  • Permission to create API applications
  • Access to Account settings in DrChrono
  • A signed HealthArc agreement and business associate agreement
Your time investment4–8 hours

Total time from your team, across the whole setup. HealthArc does the build.

Where your time goes

  • Scoping call
  • Authorizing HealthArc in DrChrono
  • Approving the mapping
  • Reviewing the pilot
No IT team neededLive in about 30 days
Setup steps

7 steps from first call to go-live

Most practices are monitoring patients within about 30 days of signing.
  1. 1
    Practice + HealthArc

    Agreements and scoping

    We confirm the programs you want to run, the providers and locations involved, and who owns clinical work and billing on your side. The HealthArc agreement and business associate agreement are signed before any data moves. Your team also receives the Redirect URI to use in DrChrono.

  2. 2
    Practice administrator

    Open API management

    Account → API

    Sign in with an administrator account and open the API page. It only appears once the Settings staff permission is enabled.

  3. 3
    Practice administrator

    Create a new API application

    Account → API → New Application

    Click New Application, fill in the fields and click Save Changes.

    • Application name, for example “HealthArc Integration”
    • Redirect URI: your HealthArc team provides it
    The DrChrono application form. Fill in Name and Redirect URIs, then click Save Changes. Client ID and Client Secret appear after saving.
  4. 4
    Practice administrator

    Send the credentials to HealthArc

    DrChrono generates a Client ID and Client Secret when you save. Share them securely with your HealthArc implementation team.

    • Client ID
    • Client Secret
    • Practice name and practice ID, if applicable
  5. 5
    Practice + HealthArc

    Confirm the data HealthArc can access

    We agree which clinical resources the integration uses, such as demographics, medications, problems, providers, locations and appointments. These set the OAuth scopes for the application.

  6. 6
    Practice administrator

    Authorize HealthArc in DrChrono

    After we configure the integration, you’re redirected to DrChrono. Log in, review the requested permissions and click Authorize. That’s it. HealthArc refreshes the access tokens automatically from then on, so nobody on your team has to log in again to keep the connection running.

  7. 7
    HealthArc + practice

    HealthArc configures, tests and goes live

    Once we have access, our implementation team configures the DrChrono connection, validates authentication and data access, maps providers and locations, and tests with a small pilot group. Your Customer Success Manager confirms when the integration is complete, and we train your team before enrollment opens.

Who does what

Your team and ours

TaskYour practiceHealthArc
Create the API application Yes–
Provide the Redirect URI– Yes
Share the Client ID and Secret securely Yes–
Authorize HealthArc (OAuth) Yes–
Token refresh and technical build– Yes
Staff training– Yes
Ongoing monitoring and support– Yes
Security

How patient data is protected

BAA first

A business associate agreement is signed before any patient data moves.

Encrypted

Databases are encrypted at rest, and data in transit uses TLS only.

SOC 2 and HIPAA

HealthArc’s security program follows the SOC 2 framework, and the platform is HIPAA compliant.

U.S. hosting

Data is stored on AWS in the United States.

Full details are on the HealthArc security page.

FAQ

DrChrono integration questions

How do I connect HealthArc to DrChrono?

Go to Account → API, click New Application, enter an application name and the Redirect URI from HealthArc, and save. Send HealthArc the Client ID and Client Secret, then click Authorize when DrChrono asks you to approve the permissions.

What if I can’t create the API application?

Contact DrChrono support through the EverHealth support web form, or email the DrChrono API team, with your practice name, the API application name and a short description of the HealthArc integration. Your HealthArc team can give you the connected API username if DrChrono asks for it.

Which data does HealthArc access in DrChrono?

Typically demographics, the patient list, allergies, medications, problems, providers, locations and appointments, plus clinical notes, labs and vitals if your programs need them. The resources set the OAuth scopes and are confirmed during scoping.

How often do we need to authorize?

Once. Access tokens last 48 hours and HealthArc refreshes them automatically using the refresh token.

Is it safe to share the Client Secret?

Share it only with your HealthArc implementation team through the secure channel they set up, never by plain email or chat.

Ready to connect DrChrono?

Book a scoping call. You’ll leave with a written implementation plan for your practice, your programs and your go-live date.

DrChrono and EverHealth are trademarks of their respective owners. HealthArc is an independent company.