For Agents
Query patient records, schedule appointments, submit billing claims, manage prescriptions, and run insurance eligibility checks across a complete EHR and practice management platform with 310 endpoints.
Get started with DrChrono in minutes using your preferred integration method.
# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
"jentic": {
"url": "https://api.jentic.com/mcp",
"auth": "oauth"
}
}
# Then ask your agent:
"check patient insurance eligibility"
# → Jentic returns the GET /events tool with parameter schema, agent executes.What an agent can do with DrChrono API.
Schedule appointments with custom fields, recurring rules, and multi-provider support
Submit and track insurance claims with full billing code management and payment posting
Order labs and manage results with sub-vendor routing and result document tracking
Prescribe medications with ePrescribing integration and medication interaction checks
GET STARTED
Use for: I need to check a patient's insurance eligibility before their visit, Schedule a follow-up appointment for an existing patient, Retrieve the clinical notes from a patient's last encounter, I want to submit a claim for a completed office visit
Not supported: Does not handle pharmacy dispensing, medical imaging (PACS), or hospital inpatient workflows — use for ambulatory practice management, outpatient scheduling, and office-based clinical documentation only.
Access a full-featured EHR and practice management platform covering clinical documentation, patient records, appointment scheduling, billing, lab orders, prescriptions, and insurance eligibility across 310 endpoints. The API supports OAuth 2.0 authorization code flow with granular scopes for billing, patient data, clinical notes, and scheduling. DrChrono connects clinical workflows from charting to claims submission within a single integration.
Run real-time insurance eligibility verification before patient visits
Generate and retrieve clinical notes with structured templates and signed-off workflows
Track patient communications including secure messages and appointment reminders
Patterns agents use DrChrono API for, with concrete tasks.
★ AI Agent Practice Management
AI agents access DrChrono's 310 endpoints through Jentic to automate practice workflows spanning scheduling, billing, and clinical documentation. An agent searches for operations by intent, loads the schema, and executes calls to check eligibility, book appointments, or pull clinical notes without manual endpoint mapping. Jentic manages OAuth 2.0 token refresh and scope enforcement transparently.
Search for patient Jane Smith by name, verify her insurance eligibility, then schedule a follow-up appointment with her primary care provider for next Tuesday at 2 PM
Clinical Documentation Workflow
Create and retrieve clinical notes with structured templates tied to specific encounters. The API supports batch retrieval of notes by date range, provider-signed attestation workflows, and custom vitals tracking. Clinical notes include diagnosis codes, procedures performed, and follow-up instructions that feed directly into billing.
Retrieve all clinical notes for patient ID 5678 from the last 30 days, extract the ICD-10 diagnosis codes, and list pending follow-up actions
Insurance Eligibility and Billing
Run real-time insurance eligibility checks and submit claims with CPT codes, modifiers, and charge amounts. The API connects eligibility verification to charge capture and claim submission in a single workflow. Supports daysheet reporting for reconciliation and payment posting for received remittances.
Run an eligibility check for patient ID 1234 using their primary insurance, then create a claim for CPT code 99213 with a charge amount of $150
Lab Order Management
Create lab orders routed to specific sub-vendors, track order status, and retrieve structured results when available. The API supports the full lab lifecycle from order creation through result attachment to the patient chart. Integration with multiple reference labs allows practices to route orders based on test type and patient preference.
Create a CBC lab order for patient ID 9876 routed to sub-vendor Quest Diagnostics, then check the order status after 24 hours
310 endpoints — access a full-featured ehr and practice management platform covering clinical documentation, patient records, appointment scheduling, billing, lab orders, prescriptions, and insurance eligibility across 310 endpoints.
METHOD
PATH
DESCRIPTION
/api/patients/{id}
Retrieve patient demographics and details
/api/appointments_list
Search and filter appointments
/api/eligibility_checks
Run insurance eligibility verification
/api/claim_billing_notes
Create billing notes for claims
/api/clinical_notes_list
Retrieve clinical notes in batches
/api/lab_orders/{id}
Create or update lab orders
/api/medications
Create patient medication records
/api/day_sheet_charges
Retrieve daysheet charges report
/api/patients/{id}
Retrieve patient demographics and details
/api/appointments_list
Search and filter appointments
/api/eligibility_checks
Run insurance eligibility verification
/api/claim_billing_notes
Create billing notes for claims
/api/clinical_notes_list
Retrieve clinical notes in batches
Three things that make agents converge on Jentic-routed access.
Credential isolation
DrChrono OAuth 2.0 credentials (client ID, secret, and refresh tokens) are stored encrypted in the Jentic vault (MAXsystem). Agents receive scope-limited access tokens with automatic refresh — raw secrets and refresh tokens never enter the agent's context.
Intent-based discovery
Agents search by intent (e.g., 'check insurance eligibility') and Jentic returns matching DrChrono operations with their input schemas including required patient IDs and scope requirements, so the agent can call the correct endpoint without parsing 310 operations manually.
Time to first call
Direct DrChrono integration: 5-10 days for OAuth setup, scope configuration, and endpoint mapping across 310 operations. Through Jentic: under 1 hour — search, load schema, execute.
Alternatives and complements available in the Jentic catalogue.
Athena Health
Cloud-based EHR with 38 endpoints focused on clinical data access and appointment scheduling
Choose athenahealth when you need lightweight clinical data access without full practice management or billing integration
Epic on FHIR API
FHIR-native API for Epic health systems with standardized resource access
Choose Epic on FHIR when integrating with hospital-scale Epic deployments or when FHIR R4 compliance is required
1upHealth API
Health data aggregation connecting multiple EHRs and payers via FHIR
Choose 1upHealth when you need to aggregate patient data from multiple health systems beyond a single DrChrono practice
ClinicalTrials.gov API
Public clinical trial registry for study search and patient matching
Choose ClinicalTrials.gov when matching patients to eligible clinical studies based on their DrChrono medical records
Specific to using DrChrono API through Jentic.
What authentication does the DrChrono API use?
The DrChrono API uses OAuth 2.0 with the authorization code grant flow. Scopes control access to specific data categories: billing:read, patients:read, clinical:read, and others. Through Jentic, OAuth tokens are managed in the MAXsystem vault with automatic refresh, and agents receive scoped tokens without handling client secrets.
Can I run insurance eligibility checks with the DrChrono API?
Yes. The GET /api/eligibility_checks endpoint runs real-time eligibility verification against a patient's insurance plan. You provide the patient ID and insurance details, and the API returns coverage status, copay amounts, and deductible information. Results are stored and searchable for future reference.
What are the rate limits for the DrChrono API?
DrChrono enforces rate limits per OAuth application. Standard limits are approximately 100 requests per minute for most endpoints. Batch endpoints like /api/clinical_notes_list and /api/appointments_list return paginated results to manage large datasets without hitting limits.
How do I retrieve clinical notes through Jentic?
Search Jentic for 'retrieve clinical notes DrChrono' to discover the clinical_notes_list endpoint. The agent loads the schema for GET /api/clinical_notes_list which accepts date range, patient, and provider filters. Install via pip install jentic and use the search-load-execute flow to pull notes without manual endpoint configuration.
Does the DrChrono API support ePrescribing?
Yes. The POST /api/medications endpoint creates prescription records with drug details, dosage, frequency, and pharmacy routing. The API integrates with ePrescribing networks to send prescriptions electronically. You can also retrieve a patient's active medication list via GET /api/medications.
Can I generate billing claims from encounter data?
Yes. After documenting a clinical encounter, use POST /api/claim_billing_notes to attach billing notes with CPT codes and charge amounts. The GET /api/day_sheet_charges endpoint provides daysheet reports for reconciliation. Claims flow from clinical documentation through charge capture to submission.
/api/lab_orders/{id}
Create or update lab orders
/api/medications
Create patient medication records
/api/day_sheet_charges
Retrieve daysheet charges report