Spruce <> DrChrono Integration – Spruce Health

The Spruce <> DrChrono integration connects Spruce with DrChrono, a cloud-based electronic health record (EHR). When enabled, new patients added in DrChrono automatically become Spruce contacts, and demographic updates sync between both systems. Contacts created directly in Spruce do not push back to DrChrono. Setup requires an active DrChrono account, a Spruce Communicator plan, and a Spruce administrator to complete the API connection, all managed from the Spruce web or desktop app.

What’s Included in the DrChrono-Spruce Integration

Patient Record sync
- One-time initial sync of existing DrChrono patients into Spruce
- New patients added in DrChrono will automatically create Spruce contacts
- Note: Creating contacts in Spruce will not automatically create patient records in DrChrono
- Ongoing sync of demographic and contact details between Spruce and DrChrono

The Spruce-DrChrono integration can only be managed through the Spruce web or desktop app.

While the mobile apps display all synced contacts and conversations, they do not show whether a Spruce contact is linked to a DrChrono patient record.

Setting up Your Spruce-DrChrono Integration

Before you can use the Spruce-DrChrono integration, make sure you have the following:

An active DrChrono account
A subscription to the Spruce Communicator Plan
An administrator on your Spruce account who can enable the integration

Follow these steps to enable the integration:

In DrChrono, go to Account > API > New Application, then give your application a name, such as Spruce Integration. You will need to keep this page open throughout the process.
In Spruce, navigate to Settings > Integrations & API > click Connect to DrChrono on the DrChrono row.
Copy the Client ID from your DrChrono application and paste it into the Client ID field in the pop-up you see in Spruce. Copy the Client Secret from your DrChrono application and paste it into the Client Secret field in Spruce.
In Spruce, select Next.
Copy the Redirect URI from Spruce, go back to your DrChrono application, paste this in the Redirect URI field, then click Save Changes.
Go back to Spruce and select Next.
Click the Authorize button in Spruce.
You will be taken to an external DrChrono page. Select Authorize on this page.
You will then be taken to a Spruce webpage. Copy the Callback URL from this page and paste it into DrChrono under the Webhook section in the Callback URL field. Copy the Secret Token from the Spruce webpage and paste it into DrChrono under the webhook section in the Secret Token field. Note: You will need to name your webhook to continue.
In your DrChrono application under the Webhook section, check the boxes next to:
1. Active
2. PATIENT_MODIFY
3. PATIENT_CREATE
In DrChrono, click Save Changes, then Verify Webhook.
You can refresh the page or select Check Verification Status to get an updated verification status. Once it shows as verified, you have successfully completed your request and can close this window.

We will message you in Team Spruce with questions we'll need answered to complete the activation. Once you respond, our team will follow up when the integration is enabled. If you need assistance with this process or have any questions, please contact Spruce Support.

Video of Spruce-DrChrono Integration Set Up

Integration Preferences

When you submit your integration request, the Spruce support team will follow up with questions to verify your preferred preferences for the Spruce-DrChrono integration:

1. Do you want demographic sync on? If enabled, any changes to the patient record in DrChrono will be reflected in Spruce, and vice versa.

2. If you have multiple providers in your practice, do you want each patient to be tagged with their provider, as listed in DrChrono? If so, please let us know the desired tags for each provider.

When demographic sync is turned on, any changes to the patient record in DrChrono will be reflected in Spruce, and vice versa. When it is turned off, changes will not be synced. In both cases, an initial import of your patients will occur.

If you have multiple providers and choose to tag each patient with their provider's tag (e.g., DrBrown), the tags will automatically sync to the patient's contact in Spruce. If you would also like these tags to be synced to the patient's conversations, please reach out to Spruce Support.

Initial Sync of Existing DrChrono Patients with Spruce

If you already have existing patients in Spruce, the initial sync will attempt to match DrChrono records to existing Spruce contacts based on demographic information (first name, last name, and date of birth). During this process, Spruce will check for duplicates using phone numbers and email addresses.

If you communicate with an unsaved phone number in Spruce that matches a phone number in a DrChrono patient record, Spruce will automatically convert it into a saved contact linked to that DrChrono record.
If multiple Spruce contacts share the same email or phone number, the corresponding DrChrono record will not be linked.
If there’s only one match, but the demographic details don’t align, the DrChrono record will not be linked to the Spruce contact.

You can manually link any Spruce contact to a DrChrono patient at any time, if needed.

Manually Linking Patients to DrChrono

If a Spruce contact is not linked to DrChrono, you can manually establish the connection using the link to DrChrono option on the Spruce contact profile. To do this, locate the contact in Spruce by using the search bar at the top and switching to the Contacts tab > select the contact > then select Link Contact to DrChrono in the sidebar.

Once the link is established, refresh the page to see the contact update with the linked information, including any demographic details pulled from DrChrono.

Frequently Asked Questions

How do I check the status of my integration?

You can check the status of your integration by going to your DrChrono account and selecting Account > API > locate the application you created for your Spruce integration > scroll down to the Webhook section > select Check Verification Status.

If it shows as verified, you have successfully completed your request, and the Spruce Support team will follow up once the integration is enabled on our end. If it does not show as verified, make sure you followed all the steps to submit your integration request. If you are still running into difficulty, please contact our support team for further assistance.

My status in DrChrono is showing as verified. Why isn’t my integration enabled yet?

Once we receive the request from DrChrono, our support team has to enable the integration on our end. They will follow up in the Spruce Support thread in the app once it is complete.

Why is my integration not working as expected?

If you received confirmation from the Spruce Support team that your integration was enabled, but it is not working as expected, it’s possible the wrong options were selected when you created the webhook.

To resolve this, go to your DrChrono account and select Account > API > locate the application you created for your Spruce integration > scroll down to the Webhook section > make sure the Active, PATIENT_MODIFY, and PATIENT_CREATE boxes are checked, then click Save Changes, then Verify Webhook. If this does not resolve the issue, please contact Spruce Support.

Does Spruce integrate with DrChrono?

Yes. The DrChrono integration is available on the Communicator plan. It auto-syncs patients from DrChrono into Spruce as contacts and keeps demographic data updated between both systems.

Will Spruce contacts I create show up automatically in DrChrono?

No. The sync is one-way for new patient creation. New patients added in DrChrono appear in Spruce, but contacts created directly in Spruce do not push back to DrChrono.

Can I manually link a Spruce contact to a DrChrono patient?

Yes. On the contact's Spruce profile, select Link Contact to DrChrono in the sidebar. This is useful when automatic matching does not find a record, for example when demographic details do not exactly align.

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