Manually moving patient data between platforms slows down your team and increases the risk of errors. When you connect DrChrono to Workload, you can automate key tasks like patient intake, appointment creation, and form delivery—saving time and improving accuracy across your practice.
This connection uses secure API credentials from your DrChrono account. Once authorized, you can build automations that sync new patients to Google Sheets, send Slack alerts for upcoming appointments, or route form submissions directly into DrChrono.
Before connecting to Workload, you’ll need to create an API application inside your DrChrono dashboard to generate your Client ID and Secret. Once you’ve done that, this guide will walk you through two simple ways to connect—one from your dashboard and one inside a workflow step—so you can start automating clinical operations in just a few clicks.
Create a API Application to Connect DrChrono to Workload 🧩 #
Before you can connect DrChrono to Workload, you’ll need to create an API application inside your DrChrono account. This allows Workload to securely access your data and run automations on your behalf.
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Step 1: Go to the API Settings
Click on the Account tab in the top navigation bar and select API from the dropdown menu
Step 3: Click New Application
- Click the green + New Application button
Step 4: Fill In Application Details
- Name your app (ex: Workload -> DrChrono Integration)
- For Redirect URI, paste:
https://editor.workload.co:5000/auth/drchrono-com/redirect - Click Save Changes
Step 5: Copy Your Credentials
- After saving, click Show next to your Client ID and Client Secret
- Copy both to use in the next step when connecting to Workload
Methods to Connect DrChrono to Workload đź”— #
You can connect DrChrono to Workload in two easy ways—either from your dashboard or directly inside a workflow step. Use the dashboard method if you’re setting things up for the first time and want to link DrChrono before building automations. If you’re already creating a workflow, connect DrChrono right from the step where it’s needed.
🎛️ Starting from the Dashboard #
- Open the Connections tab in the left-hand menu, then click the blue + Add Connection button.
- In the popup window, type DrChrono into the search bar and select it from the list.
- Paste your Client ID and Client Secret from the DrChrono API app you created earlier. Then click Yes, Continue.
- Click Authorize to grant Workload access to your DrChrono data.
- After completing the connection, you’ll see DrChrono listed with a green checkmark in your connected apps.
🪜 Starting from an Automation Step #
- Add a DrChrono step to your workflow, then go to the Account tab and click the blue Sign In button.
- Paste your DrChrono Client ID and Secret into the popup window. These credentials were created in your DrChrono dashboard. Then click Yes, Continue.
- Click Authorize on the DrChrono permissions screen to grant Workload access to your account data.
- Name your connection so you can easily identify it later, then click OK.
- Once connected, your DrChrono account will appear in the workflow step’s dropdown. Now click Continue.
🔓 What You Can Do Once You Connect DrChrono to Workload #
Now that you have connected DrChrono to Workload, you can start building automations that eliminate manual data entry and keep your practice running smoothly. From patient intake to appointment tracking, every step becomes easier when your tools talk to each other automatically.
Here are a few powerful ideas you can use:
- Automatically create new patients in DrChrono from submitted forms
- Send Slack alerts when appointments are scheduled or updated
- Log new patient records in Google Sheets for reporting or backup
- Trigger onboarding emails when a patient is added to DrChrono
You can also combine DrChrono with tools like Typeform, Gmail, or Airtable to create multi-step workflows that save time and reduce manual effort.
