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DrChrono EHR Integration Setup Guide

This guide explains how to authorize your DrChrono EHR for integration with the HealthArc platform.

Written by HealthArc Support

Prerequisites

Before beginning, ensure you have:

  • An active DrChrono account

  • Administrator access (or a user with Settings permission)

  • Permission to create API applications

  • Access to the Account settings within DrChrono

Note: The Settings staff permission must be enabled before the API page is visible.


Part 1 – Create a DrChrono API Application

Step 1 – Sign in to DrChrono

Log in to your DrChrono account using an administrator account.


Step 2 – Open the API Management Page

Navigate to: Account → API

This page is where all API applications are managed.


Step 3 – Create a New API Application

Click New Application.

You will be prompted to enter:

  • Application Name

    • Example: HealthArc Integration

  • Redirect URI

    • HealthArc will provide the correct Redirect URI during implementation.

Click Save Changes.

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Step 4 – Obtain API Credentials

Once the application has been created, DrChrono generates:

  • Client ID

  • Client Secret

These credentials uniquely identify your application and will be required by HealthArc.


Part 2 – Grant HealthArc Access

Step 5 – Share the Required Information

Provide the following information securely to the HealthArc Implementation Team:

  • Client ID

  • Client Secret

You may email the DrChrono support team the following information to assist with the API integration with HealthArc:

  • Connected API Username: healtharc10 (HealthArc-specific implementation detail)

  • Practice Name

  • Practice ID (if applicable)


Step 6 – Confirm Required Data Access

HealthArc requires access to the appropriate clinical resources needed for the integration.

Depending on your implementation, these may include:

  • Patient Demographics

  • Patient List

  • Allergies

  • Medications

  • Problems / Diagnoses

  • Providers

  • Locations

  • Appointments

  • Clinical Notes (if applicable)

  • Lab Results (if applicable)

  • Vital Signs (if applicable)

These correspond to the OAuth scopes configured for the application.


Part 3 – Contact DrChrono Support (If Needed)

If you are unable to create the API application or require additional permissions, contact DrChrono Support.

You may:

OR

  • Contact the DrChrono API team at:

Provide:

  • Practice Name

  • API Application Name (healtharc10)

  • Description of the requested integration (HealthArc)


Part 4 – OAuth Authorization

After HealthArc configures the integration:

  1. The practice administrator will be redirected to DrChrono.

  2. Log in using your DrChrono credentials.

  3. Review the requested permissions.

  4. Click Authorize.

Once authorization is complete, HealthArc receives the OAuth authorization needed to access your data securely.


Part 5 – Token Management

DrChrono automatically issues:

  • Access Token

  • Refresh Token

Important:

  • Access Tokens are valid for 48 hours.

  • Refresh Tokens remain valid until revoked or the OAuth authorization is repeated.

  • HealthArc automatically refreshes expired access tokens when necessary.

No manual action is required from the practice after the initial authorization.


Part 6 – HealthArc Configuration

After receiving the required credentials, the HealthArc implementation team will:

  • Configure the OAuth connection.

  • Validate authentication.

  • Verify API connectivity.

  • Test data synchronization.

  • Confirm successful integration.

Your Customer Success Manager will notify you once the integration has been completed.


Information Required by HealthArc

Information

Required

Client ID

Client Secret

Application Name

Practice Name

Connected API Username (healtharc10, if requested)

Optional (HealthArc-specific)


Important Notes

  • Only users with Settings permission can create API applications.

  • The Redirect URI must be valid and supplied by HealthArc.

  • Client ID and Client Secret should be shared securely.

  • OAuth authorization is required before HealthArc can access DrChrono data.

  • Access tokens are valid for 48 hours and are automatically refreshed using the refresh token.

For additional information on DrChrono's API support, refer to DrChrono

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