CaseFlowIntegrations → DrChrono
Live — REST + FHIR R4
DC

CaseFlow + DrChrono

REST API + FHIR R4 · OAuth 2.0 · API-First Platform

DrChrono's open API platform supports both proprietary REST endpoints and FHIR R4 resources. We connect via OAuth 2.0 to pull appointment and patient data — including provider and room assignments — and send automated SMS confirmations. DrChrono's API-first architecture means most practices connect same-day with no middleware needed. We're also developing deeper clinical note integration for future releases.

DrChrono processes 32M+ API calls/month · Apple Health Records certified

How the integration works

EHR System
DrChrono
Appointment scheduled
CaseFlow
SMS Sent
Patient confirmed
Patient
Replies / Confirms
Yes / STOP
Writeback
DrChrono Updated
Status synced back

What's synced — and what stays in DrChrono

Synced to CaseFlow

  • Scheduled appointments
  • Patient demographics (name, phone, DOB)
  • Provider assignments
  • Room assignments
  • Appointment cancellations
  • Waitlist flag triggers

Not accessed / In development

  • Clinical notes In development
  • PHI beyond messaging scope
  • Billing records
  • Clinical documentation
  • E-prescribing data

Most DrChrono practices are live same-day

No middleware needed — we connect via DrChrono's built-in API. You authorize CaseFlow in your DrChrono account, and we handle the rest. DrChrono's API-first platform was built for exactly this kind of integration, so connection is straightforward with no HL7 interface servers or IT involvement required.

Security & Compliance

HIPAA BAA is signed before any connection is made. Data is encrypted at rest (AES-256) and in transit (TLS 1.3). OAuth 2.0 — no shared credentials. DrChrono's API-first platform maintains HIPAA compliance across all API endpoints.

HIPAA BAA signed pre-connection
AES-256 encryption at rest
TLS 1.3 in transit

Frequently asked questions

Does this require IT involvement? +
No. The DrChrono API connection is managed entirely by CaseFlow. Your DrChrono account admin approves the connection — a one-time action that takes about 5 minutes. No middleware, no HL7 interface servers, no IT ticket needed.
Will staff see double appointments in DrChrono? +
No. The integration is writeback-aware — when a patient confirms via SMS in CaseFlow, the status updates in DrChrono without creating a duplicate appointment. Staff see the same single record they've always seen, now with real-time confirmation status.
Can we turn off the sync? +
Yes — instantly. You can pause or disconnect the integration from the CaseFlow dashboard at any time. No data is retained beyond what you've explicitly configured, and disconnection takes effect immediately.
Does this work with multi-location DrChrono practices? +
Yes. The DrChrono API supports multi-location practices — each location's OR schedule is synced independently via OAuth. You can configure which providers and locations are included in the SMS cadence from the CaseFlow dashboard.
How does this compare to DrChrono's built-in reminders? +
DrChrono's built-in reminders are one-way notifications — they tell patients about upcoming appointments but can't confirm or handle responses. CaseFlow adds two-way SMS: patients can confirm, cancel, or ask questions by replying directly. We also handle open slot recovery — when a slot cancels, CaseFlow auto-blasts the waitlist and fills it before your staff sees the gap.

Get a CaseFlow + DrChrono setup walkthrough

30-minute call — we'll show you exactly how the connection works, confirm your setup timeline, and answer every question.

✓ Request received — we'll be in touch within one business day.

Start a $49 pilot — connects to DrChrono same-day

30-day full Solo access. No middleware — we connect via DrChrono's built-in API.

Start your $49 pilot →