Running a medical practice involves many moving parts. You manage patient intake, schedule appointments, handle billing, and follow up on care. Each task takes time and requires attention to detail. DrChrono helps with all of that. It’s a powerful Electronic Health Record (EHR) system that keeps patient data organized. But it can do even more—especially when you connect it to other tools you already use. By integrating DrChrono with software like Google Sheets, Jotform, Google Calendar, Mailchimp or QuickBooks, you reduce manual work. You also save time and avoid errors caused by copying data between systems. That’s why more clinics are turning to DrChrono automation tools to find a smarter way to cut manual work and keep everything running smoothly.
This is where Workload comes in. Workload is a no-code platform that connects DrChrono to your favorite apps. You don’t need to write code or hire a developer. Just choose what triggers the workflow, select the actions you want, and let Workload handle the rest.
In this article, you’ll discover five DrChrono integrations that can help streamline your daily tasks, improve accuracy, and free up your staff’s time.
1. Google Sheets Integration – No More Manual Data Entry 📊
Why Use It?
Many clinics use spreadsheets to track patient leads, referral sources, or internal reports. However, copying data from DrChrono into Google Sheets by hand takes time. It also increases the chance of mistakes.
Instead, you can use Workload to automate that process. For example, every time a new patient is added in DrChrono, their details can appear in a Google Sheet—automatically. You can also go the other way. If you have patient data in Sheets, you can import it directly into DrChrono without manual typing.
The Problem It Solves
This integration helps eliminate double data entry. Your spreadsheets and EHR stay in sync, so your team doesn’t have to enter the same information twice. As a result, you save time and reduce errors. It also makes your reporting more reliable. If your spreadsheets always reflect real-time data, you can make decisions faster and with more confidence.
How Workload Makes It Easy
Setting this up is simple with Workload’s no-code platform. Just choose DrChrono as the trigger (like “New Patient”) and Google Sheets as the action (“Add Row”). Then, map your fields using a visual editor. In addition, the setup only takes a few minutes. You don’t need coding skills—just a clear idea of what you want to automate.
Try the DrChrono and Google Sheets integration →
2. JotForm Integration – Seamless Patient Intake Forms 📝
Why Use It?
Paper forms are outdated. Most patients now expect to fill out forms online, before they arrive at the office. JotForm makes that possible. It’s a popular tool for building online forms, including patient intake and medical history updates. However, entering that form data into DrChrono by hand still takes time—and often leads to errors.
With Workload, you can automate the process. For example, when a patient submits a JotForm, their responses can create or update a record in DrChrono automatically.
The Problem It Solves
Manual data entry slows things down and leads to mistakes. A missed field or typo in a medical record can cause confusion or delays later. By connecting JotForm and DrChrono, you reduce that risk. As a result, your front desk team saves time, and patient information is ready the moment they walk in.
This integration also improves the patient experience. New patients won’t have to fill out paperwork at the front desk. Everything will already be in the system.
How Workload Makes It Easy
Setting it up in Workload is fast and code-free. You select JotForm as the trigger (“New Submission”) and DrChrono as the action (“Create Patient”). Next, you map each form question to the correct field in DrChrono. For example, you can connect name, date of birth, insurance details, and more. In addition, Workload offers built-in formatting tools to clean the data before it’s saved.
No technical skills are required. Once it’s live, the workflow runs automatically in the background.
Set up your DrChrono & JotForm intake automation →
3. Google Calendar Integration – Automatic Appointment Sync 📅
Why Use It?
Managing appointments is a big part of running a medical office. While DrChrono has its own built-in calendar, many providers and staff still rely on Google Calendar for daily scheduling. Switching between two calendars can be confusing. If someone forgets to update both, you risk missed appointments or double bookings. That’s where this integration helps.
With Workload, any new appointment in DrChrono can instantly show up in Google Calendar. You can also sync updates and cancellations, so both calendars always stay in sync.
The Problem It Solves
Manually entering appointments in two places wastes time and leads to errors. Forgetting just one update can cause confusion for staff and patients alike. By syncing DrChrono and Google Calendar, you avoid that hassle. As a result, your schedule stays accurate, up to date, and easy to access—on any device.
In addition, your team can receive reminders and see availability at a glance, without logging into multiple systems.
How Workload Makes It Easy
Workload makes setup fast and simple. You choose DrChrono as the trigger (like “New Appointment”) and Google Calendar as the action (“Create Event”). Then, map the appointment details—such as patient name, date, time, and location. You can even include notes or links in the calendar invite.
Once set up, the integration runs in the background automatically. No manual syncing required.
Start syncing your Google Calendar with DrChrono →
4. MailChimp Integration – Automated Patient Email Lists 📬
Why Use It?
Email is a powerful tool for staying connected with your patients. You might send newsletters, health tips, appointment reminders, or seasonal updates. MailChimp makes that easy. However, keeping your email list current can be a challenge. Without automation, someone has to export patient emails from DrChrono and import them into MailChimp. That process takes time—and it’s easy to forget or make a mistake.
With Workload, you can connect the two systems. For example, when a patient is added or updated in DrChrono, their information is automatically sent to MailChimp. That way, your list stays accurate and complete.
The Problem It Solves
Manually managing email lists often leads to missing or outdated contacts. Patients who want to hear from you might never get your messages. By syncing DrChrono and MailChimp, you ensure your patient list is always up to date. As a result, every email reaches the right person—no extra steps required.
This is especially useful for smaller practices. If you don’t have a dedicated marketing team, this integration keeps things running smoothly in the background.
How Workload Makes It Easy
Workload makes setup simple—even if you’ve never built an automation. Choose DrChrono as the trigger (such as “New Patient” or “Updated Patient Email”), and set MailChimp as the action (“Add or Update Subscriber”). Then, map each field, like name and email address. You can also assign tags or segments to organize your audience by visit type, age group, or any custom criteria.
Additionally, Workload handles all the technical steps in the background. You just set it once, and it keeps working—no need to touch it again.
Connect DrChrono to your MailChimp mailing list →
5. QuickBooks Integration – Simplified Billing and Accounting 💵
Why Use It?
DrChrono helps you handle billing, especially when it comes to patient payments and insurance claims. But many practices also use QuickBooks for accounting and financial reporting. If you’re entering data in both platforms separately, you’re doubling your work. That also increases the risk of typos or missed entries. Fortunately, Workload makes it easy to link DrChrono with QuickBooks and automate your financial workflows.
For example, when a payment is recorded in DrChrono, it can automatically create a matching transaction in QuickBooks. The two systems stay in sync—without extra effort.
The Problem It Solves
Manually transferring billing data is time-consuming and error-prone. Even a small mistake can throw off your books and waste hours in reconciliation. By connecting DrChrono and QuickBooks, you streamline your entire accounting process. As a result, your financial data stays accurate, up to date, and easy to track.
You’ll also reduce stress for your admin or bookkeeper. When systems talk to each other automatically, fewer things fall through the cracks.
How Workload Makes It Easy
With Workload, setup only takes a few steps. First, you choose DrChrono as the trigger (like “New Payment” or “New Invoice”). Then, set the action in QuickBooks (such as “Create Sales Receipt” or “Add Payment”). Next, map the fields you want to transfer—like patient name, amount, and payment date. In addition, Workload ensures all data is securely transferred through HIPAA-compliant connections.
Once everything is mapped, your integration runs quietly in the background. You can trust that your books will stay accurate, without extra work from your team.
Set up a DrChrono & QuickBooks automation →
Ready to Put DrChrono Automation Tools to Work?
Running a medical practice is complex—but DrChrono automation tools can make it easier. By connecting DrChrono with your other tools, you can eliminate repetitive tasks and free up your team’s time.
The five integrations we’ve covered—Google Sheets, JotForm, Google Calendar, MailChimp, and QuickBooks—each solve a real problem. More importantly, they help you reduce errors, improve accuracy, and run a smoother operation overall. By using these DrChrono automation tools, your team can focus more on care and less on clicking.
With Workload, you don’t need to write code or hire a developer. The platform gives you simple tools to create powerful DrChrono automation tools in just a few clicks. Once set up, everything runs quietly in the background—no micromanaging required. Think of it like hiring an invisible assistant. It updates your records, syncs your calendar, sends your emails, and keeps your finances clean—all without needing breaks or reminders.
If you’re ready to save time and simplify your workday, try automating your DrChrono tasks with Workload. Check out Workload’s competitive pricing page and decide which plan is the right for you. Your staff—and your patients—will thank you 🙏.
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đź“š Sources
For further reading on Workload, DrChrono automation tools, integrations, and related tools, explore the resources below: