RevSquared + DrChrono.
Connect RevSquared to DrChrono through Zapier to automatically send structured call data from your AI receptionist into your cloud-based EHR and practice management platform. Your AI receptionist never puts patients on hold, never takes a lunch break, and never misses a call.
How RevSquared Works With DrChrono.
Connect RevSquared to DrChrono through Zapier to automatically send structured call data from your AI receptionist into your cloud-based EHR and practice management platform. Your AI phone agent handles patient calls with the same care as your front desk team, capturing demographics, visit reasons, insurance details, and appointment preferences — then routing it all through Zapier to DrChrono.
DrChrono practices running on iPad-first workflows benefit from having call data organized and ready to process between patients. Instead of a stack of voicemail transcripts and callback slips, your team gets structured data for each call — name, contact info, why they called, what they need, and how urgent it is — delivered directly into your workflow.
Your AI receptionist never puts patients on hold, never takes a lunch break, and never misses a call. Every patient interaction is documented with a full transcript, sentiment analysis, and outcome summary that you route into DrChrono through your Zapier automation.
What This Integration Does.
Every feature built to keep your business running without you on the phone.
Route patient call data into your DrChrono workflow
Build a Zap to route patient call data from RevSquared into your DrChrono workflow.
Log call transcripts and summaries for clinical documentation
Set up an automation to log call transcripts and summaries for clinical documentation.
Forward appointment requests with patient preferences
Build a Zap to forward appointment requests with patient preferences to your scheduler.
Route referral calls to the appropriate specialist coordinator
Set up an automation to route referral calls to the appropriate specialist coordinator.
Alert clinical staff when patients call about medication concerns
Build a Zap to alert clinical staff when patients call about medication concerns.
Track and categorize patient call volume by visit type and urgency
Set up an automation to track and categorize patient call volume by visit type and urgency.
Getting Started.
You'll be connected in minutes, not days.
Connect RevSquared to Zapier and set call completed events as your trigger
Map patient name, phone, email, call summary, transcript, and outcome to your Zap
Configure your Zap to push data into DrChrono or notify your practice team
Every patient call your AI handles generates structured data ready for your DrChrono workflow
Real-World Use Cases.
Businesses like yours are already using this integration.
Telehealth Appointment Scheduling
A patient calls requesting a virtual visit for a skin rash. Your AI receptionist captures the symptoms, onset date, and scheduling preferences. Zapier routes the data into your DrChrono workflow so your team can schedule the telehealth appointment and send the patient a video link — all without manual phone tag.
Lab Results Callback Management
Patients call asking about pending lab results. The AI captures their identity, which tests they are asking about, and preferred callback method. That data flows through Zapier into your DrChrono task queue so the clinical team can prioritize callbacks with full context on what each patient needs.
Specialist Referral Coordination
A primary care patient calls needing a referral to a cardiologist. Your AI agent captures the referring provider, reason for referral, insurance authorization needs, and patient availability. Zapier sends the structured referral request data into your DrChrono referral tracking workflow.
Frequently Asked Questions.
Everything you need to know about this integration.
How does RevSquared integrate with DrChrono's iPad-based workflow?
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Can the AI receptionist handle calls for multiple providers in one DrChrono account?
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What happens when a patient calls about an urgent medical issue?
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Related Integrations.
Ready to Connect RevSquared + DrChrono?
Build a custom AI phone agent in under 5 minutes. No credit card required.