DrChrono is a leading electronic health record (EHR) platform that streamlines healthcare operations and improves clinical workflows.
Enhance your healthcare delivery with AI agents that can automate patient engagement, scheduling, and administrative tasks.



DrChrono delivers powerful healthcare management tools through its EHR platform. Relevance AI transforms these capabilities with intelligent AI agents that can automate patient interactions, streamline clinical workflows, and enhance healthcare delivery.
Seamless Scheduling Orchestration
The agent automates appointment bookings, optimizing patient access and reducing administrative burdens.
Personalized Patient Engagement
The agent tailors interactions based on patient history, enhancing communication and adherence to care plans.
Data-Driven Insights
The agent analyzes patient data to deliver actionable insights, supporting informed decision-making for healthcare providers.
Relevance AI gives you access to DrChrono's comprehensive EHR platform capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A DrChrono account
- A Relevance AI account with API access
- Authorization credentials (connect securely via OAuth—no manual credential storage)
Security & Reliability
The integration leverages DrChrono's secure OAuth authentication, ensuring protected access to patient records and clinical data. Relevance AI manages API operations seamlessly in the background while maintaining HIPAA compliance and proper data handling.
Built-in validation and automated formatting ensure reliable data exchange between DrChrono and your connected workflows.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.

Best Practices for Non-Technical Users
To get the most out of the DrChrono + Relevance AI integration without writing code:
- Maintain HIPAA compliance: Ensure all data transfers follow healthcare privacy regulations.
- Use proper authentication: Verify OAuth credentials and permissions are correctly configured.
- Structure API requests: Follow DrChrono's API endpoint patterns for consistent data retrieval.
- Handle pagination: Account for large datasets by implementing proper pagination in your workflows.
- Monitor rate limits: Stay within DrChrono's API request limits to prevent service interruptions.