DrChrono + 365agents: HIPAA-aware medical scheduling over the phone

365agents connects natively to DrChrono via OAuth. Your AI agent books appointments, handles refill requests, and captures patient intake — all writing back to DrChrono under a signed BAA.

Written By Rick Garcia

Last updated 15 days ago

365agents connects natively to DrChrono via OAuth. Your AI agent books appointments on the right provider's DrChrono calendar, routes prescription refill requests, captures patient intake data, and keeps your DrChrono records in sync with the voice channel — all running under our signed HIPAA Business Associate Agreement.

What this makes possible

  • Live appointment booking on DrChrono's calendar with provider-specific availability

  • Patient matching — known phone numbers tie to existing DrChrono patient records

  • New patient creation — intake data captured by voice writes to DrChrono

  • Refill request routing — captured with pharmacy info, routed to the right clinical staff

  • Insurance capture — caller-provided insurance info writes to the DrChrono record for verification

  • Telehealth scheduling — DrChrono's telehealth link auto-generated and delivered via text

  • HIPAA-compliant — runs under our BAA with proper PHI safeguards

How a real call flows

  • Patient calls to schedule an annual physical

  • AI matches to their DrChrono record (or creates a new one for new patients)

  • Checks the provider's live DrChrono calendar, proposes available times

  • Books the appointment, captures any updated insurance or demographic info

  • DrChrono event appears; patient gets confirmation text; practice team sees the new appointment in DrChrono

How to connect

  1. Admin dashboard → Integrations → DrChrono

  2. "Connect" with your DrChrono practice credentials

  3. Countersign our HIPAA BAA

  4. Authorize calendar, patient, and scheduling access

  5. Configure provider availability rules

  6. Test with a call

Who this is for

  • Medical practices on DrChrono (primary care, specialty, urgent care, behavioral health)

  • Solo and group practices

  • Telehealth-forward practices using DrChrono's video visit feature

Related

Get started

Book a demo — we'll connect DrChrono, countersign a HIPAA BAA, and configure your practice during onboarding.