CarePilot

How to locate your DrChrono Practice ID and Provider ID

To get started with CarePilot on DrChrono, install the default note template

How to add the default CarePilot note in DrChrono

Guide to setup a staff account for CarePilot in your DrChrono instance

How to Create a CarePilot Staff Account in DrChrono

How to grant permissions to service account on DrChrono

Tanner Helton

DrChrono Integration Tips

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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