How to use Holly with DrChrono

Holly's Help Center

How to use Holly with DrChrono

To start using Holly with your DrChrono account, please follow the next steps.

Step 1: Log into your Nimblr account using your Drchrono account credentials.

Step 2: Set your working hours and Holly's general behavior on the Preferences tab.

Step 3: Add/update your patients' data in DrChrono, be sure to include a cell phone number to which Holly can reach to them.

Step 4: Go to your Drchrono's calendar and create an appointment for your patient. 

 

  • Holly will contact your patient with a reminder of the appointment and ask for a confirmation. Check your account's Preferences for the Confirmation Lead time and Holly's working days/hours values. These two preferences affect when Holly sends an SMS message.

  • When the patient answers, you'll see the details of the conversation and the appointment's status (confirmed, declined, rescheduled) directly in your DrChrono calendar and as part of the event's notes.

If the patient chooses to change the date of their appointment, Holly will add the new appointment automatically to your calendar.

For more questions and information, please contact support@nimblr.ai. We will be happy to help you

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We'll be happy to help you anytime: support@nimblr.ai