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- Account Settings in Detail
- Account Settings: Profile
- Custom Session Timeout
- Account Settings: View
- Account Settings: General
- Automated Electronic Case Reporting (eCR) with DrChrono
- CDS Rule Flags in the Appointment Window
- Change DrChrono Account Email Addresses
- Creating a Custom Appointment Field
- Creating Custom Patient Demographics
- Daily Agenda Email
- DrChrono App Unlock PIN
- Duplicate Appointment Warning
- Editing Your Name, Timezone, Personal Details, and Contact Information
- How do I sync my DrChrono calendar to my Google Calendar?
- How do I edit my contact information?
- How to create a Custom Patient Payment Type
- How do I update my specialty?
- How can I change the default appointment color?
- How can I enter in an official practice name and have that reflected in my clinical notes, superbills, and patient statements?
- How do I add a suffix, credentials or salutation to my name?
- How to upload a Profile Image and Business Logo
- Practice Group Dropdown
- Set Time Zones in DrChrono
- Setting a Default Appointment Time
- Staff Account Information
- Usage ReportUpdated
- Using Custom Demographics to Record Attorney Information
- Using the Scheduling Widget
- What do the lock and flag icons on my appointments mean?
- Where can I find my DrChrono doctor ID, practice group ID, and office ID?
- Why Can't I Change My Name in Account Settings?
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- Account Permissions Overview
- Create Staff Member Accounts
- How do I add an employee?
- How do I change a provider for staff members?
- How do I edit user/staff account permissions?
- Manage Roles in Permissions Administration
- Practice Settings: Assigning Member Roles
- Practice Settings: Editing a Staff Role
- Removing Staff Members (Inactivate Staff)
- Restricting Staff Members to an Office
- What permissions do staff members have?
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- Change or Reset Your DrChrono Password
- DrChrono Password Requirements
- Email Verification
- Enabling Emergency Access to your DrChrono Account
- How does DrChrono keep my information safe?
- Does DrChrono have a Disaster Recovery Plan?
- How does Two-Factor Authentication (2FA) work in DrChrono?
- How do I set up Two-Factor Authentication (2FA) in my account?
- How do I set up Two-Factor Authentication (2FA) for a staff member?
- How do I add a confidentiality notice to the bottom of all outgoing faxes and emails?
- Restrictions for Trial Accounts
- Two-Factor Authentication (2FA) FAQ
- What database does DrChrono use?
- What is DrChrono's data recovery plan?
- Why does my DrChrono account log me out frequently?
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- Get Started with the EverHealth Customer Self-Service Portal
- How are my claim submissions charged to my account?
- Manage Your EverHealth Account Payment Methods
- Pay Your EverHealth Subscription Invoices
- Update Your EverHealth Account Information
- View and Download Your EverHealth Subscription Invoices
- View Your EverHealth Account Payment History
- View Your EverHealth Subscriptions
- Will DrChrono take a percentage of my collection for claims prior to our contract date?
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- Unpacking Your DrChrono Export Files
- Customize C-CDA XML Exports
- Vaccine Records Import - Data Migrations
- Contacts List Import - Data Migrations
- Lab Results Import - Data Migrations
- Medication History - Data Migrations
- Problem (Diagnosis) History Import - Data Migrations
- Allergies Import - Data Migrations
- Data Migration - Database Files
- Documents Import - Data Migrations
- Patient Demographic Records Import - Data Migrations
- Appointments Import - Data Migrations
- Familiar Systems - DrChrono Data Imports
- Importing Data into DrChrono - Official FAQ
- Importing Categories for your Custom Codes
- Importing your Contact Lists
- Bulk Importing Patient Demographics
- Caveats in data migrations by EMR Vendor
- Patient Data Export
- Providing Clinical Data through Box.com - Data Migrations
- Spreadsheet Templates - Data Migrations
- DrChrono Full Service Data Extraction (FFS)
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- Add Providers
- Become a Beta and Design Partner
- Compatible iOS Versions and Devices Supported by DrChrono
- DrChrono Roadmap PortalUpdated
- How do I backup all of my information within DrChrono?
- How to Search for a Patient-Web & iPad
- Linked Accounts in Multiple Practice Groups
- Logging into DrChrono Web and iPad
- My account is on a Read-Only or Billing Work-down plan. What information do I have access to?
- New to DrChrono? Read here about Getting Set Up
- Remove or Replace Providers
- Secure Sign Up Using reCAPTCHA
- Steps to Take When Providers Leave Mid-Contract
- Student Education FAQ
- Turning On and Turning Off Your Sample Data
- What to Do with Your Account After Selling Your Practice
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- Diabetes Screening Definition updates for Medicare coming October 2024
- CMS 2024 Physician Fee Schedule Look up Tool
- Medicare Requirement as of 1/01/2025 - TB Modifier
- Medicare coverage for Mental Health
- Provider Type and Taxonomy Codes added as of Jan 1, 2024
- Are you a marriage/family therapist or a mental health counselor billing Medicare?
- Medicare Physician Fee Schedule Final Rule Summary CY2024
- Limitation on Recoupment of Medicare Overpayments- effective July 1, 2024
- Medicare Home Health PPS CY 2024
- CMS - Changes to Amount in Controversy Threshold effective Jan 1, 2024
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- How to identify claims that were billed but not paid
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- Getting Started with Billing through DrChrono
- Credentialing vs. Enrollment: What is the difference?
- Individual vs Organizational NPIs
- Getting to Know the Billing Menu
- Introducing Your Core Billing Tools
- Explaining Basic Billing Concepts
- What are my options with accepting assignment from insurance payers?
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- DSM-5 Codes
- Getting Started with Billing Acronyms
- Is There a Dictionary to Search for CPT, HCPCS, and ICD-10 codes?
- What is an NDC and Why Do I Need To Include It?
- What should I do if the ICD-10 code I use is flagged as 'Removed'?
- Editing ICD-10, CPT, or HCPCS Code Descriptions
- How to create a Custom CPT/HCPCS/ICD-10 that can be billed to the patient's insurance.
- Questions about modifier 25?
- Deleted CPT Codes
- Billing from the appointment window
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- Billing and Practice Intelligence Reports
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- Financial Transactions Report: Overview
- Financial Transactions Report: Summary tab
- Financial Transactions Report: Debits tab
- Financial Transactions Report: Credits tab
- Financial Transactions Report: Adjustments tab
- Financial Transactions Report: Patient Payments tab
- Financial Transactions Report: Transfers
- Financial Transactions Report: All Data tab
- Financial Transactions Report: How to run a report for a specific insurance
- Financial Transactions Report: Video
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-
- Adding Billing Profiles in the Form Builder
- Adding Billing Profiles in the Live Claims Feed
- Adding Billing Profiles in the Clinical Note
- Adding Billing Profiles from the Appointment Window
- Creating Billing Profiles
- VIDEO: Creating Billing Profiles
- VIDEO: Applying Billing Profiles
- Connecting Billing and Appointment Profiles
- VIDEO: Connecting Billing Profiles and Appointment Profiles
- Billing Profiles and Fee Schedules
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- Questions about the No Surprises Act
- Good Faith Estimate Tool Overview
- VIDEO: Good Faith Estimate Tool Overview
- Good Faith Estimate: Creating a new estimate
- Good Faith Estimate: Adding/Editing Diagnosis Codes
- Good Faith Estimate: How do I add notes to my patient's estimate?
- Good Faith Estimate: What if I don't know a related provider's NPI?
- Good Faith Estimate: Delivering the estimate to your patient
- Good Faith Estimate: Adding additional providers and/or facilities to your estimate
- Good Faith Estimate: How do I remove a charge from an existing estimate?
- Good Faith Estimate: Can I rename an existing estimate?
- Good Faith Estimate: What if I need to add charges after the main service was rendered?
- Good Faith Estimate: What if the patient declines the estimate?
- Good Faith Estimate: What if the patient originally declined but now wants to move forward?
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- Overview of new Insurance and Eligibility Screen
- Understanding the layout of the screen
- How to Add, Edit, and Archive Patient Insurance
- Requesting an Eligibility check and viewing eligibility history
- Auto Accident / Workers' Compensation / Durable Medical Equipment payers
- Best Practices for Check-In
- Video: Insurance and Eligibility Screen
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- Month End Close: An Overview
- Month End Close: How to utilize in my account
- Month End Close: Patient Payment Screen
- Month End Close: Freezing charges each month
- Month End Close: Changes, Refunds, Takebacks or Reparsing while in the frozen period
- Month End Close: Unposted ERAs
- Month End Close: Live Claims Feed
- Month End Close: Grayed out charges
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- Patient Statements with Optum
- Creating and Managing Patient Statements
- VIDEO: Generating Patient Statements
- How to Generate a Statement with the Responsible Party Information?
- How to Include Notes on your Patient Statements
- How Do I Use an Alternative Pay to Address on Patient Statements?
- Enhanced Patient Statement Delivery
- Patient Statement Payments
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- New York No Fault Form - NF3
- Auto Accident Claims: Option to add a business name as policy holder
- Submitting Auto Accident Claims through DrChrono
- Carisk Partners (fka iHCFA) - How to Attach Documents to Auto Accident Claims
- How to Select the State of Accident for Auto Accident Claims
- HCFA 1500 Form for Auto Accident Claims
- How to fix “RELATED CAUSES CODE: REQUIRED; MUST INDICATE ACCIDENT FOR PAYER" on Auto Accident Claims
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- Error message: Missing Information: Ordering Provider office: zip code is missing
- Error message: "Billing Status and Payment Profile is contradicting"
- How to fix the claim filing indicator rejection?
- How to fix the claims rejected for "SERVICE UNIT COUNT OR ANESTHESIA MINUTES" ?
- How to fix a claim rejected stating “RELATED CAUSES CODE: REQUIRED; MUST INDICATE ACCIDENT FOR PAYER. “
- Why is my claim rejected for “Service line COB” information?
- How to fix a claim when it is rejected stating "OTHER PAYER INSURANCE TYPE CODE: REQUIRICARE SECONDARY CLAIMS"
- How to fix a claim when you receive rejection "Phone number of billing office is required".
- Intelligent Claim Rejection Messages
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- UB04 / HCFA 1450 Boxes and Where Information is Pulled
- UB04 Box 2 - How Do I Use an Alternative Pay to Address on an institutional claim?
- UB04 Box 3A - Patient Control Number on an institutional claim
- UB04 Box 4 - Type of Bill on an institutional claim
- UB04 Box 6 - Start/End Care Dates on an institutional claim
- UB04 Boxes 12-13 - Adding an admission date and hour to an institutional claim form
- UB04 Box 14 - How to add type of admission to an institutional claim
- UB04 Box 15 - What is a Point of Origin Code and how do I include it on an institutional claim?
- UB04 Box 16 - How to add a discharge hour to an institutional claim
- UB04 Box 17 - How to add a patient's discharge status to an institutional claim
- UB04 Boxes 18-28 - What is a condition code and how do I enter them on an institutional claim?
- UB04 Box 26 - Utilizing a claim ID from a claim form
- UB04 Boxes 31-34 - What are occurrence codes and how do I add them to an institutional claim?
- UB04 Boxes 39 - 41 - What is a value code and why is it needed on my institutional claim?
- UB04 Box 42 - Adding revenue codes to an institutional claim
- UB04 Box 52 - Notating a signed release or informed consent on an institutional claim
- UB04 Box 53 - Noting an Assignment of Benefits on an institutional claim
- UB04 Box 66 - Procedure Code Qualifier
- UB04 Box 67 - How to add diagnosis codes to a patient's institutional claim
- UB04 Box 69 - Where do I add the admitting diagnosis on an institutional claim?
- UB04 Box 70 - When do I need to use a Patient Reason for Visit Code?
- UB04 Box 74 - Where do I add the Principal Procedure Code for an institutional claim?
- UB04 Boxes 76 - 79 - Where do I add attending, operating, and consulting provider information on an institutional claim?
- UB04 Box 80 - Can I add free-text remarks on an institutional claim?
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- HCFA 1500 Boxes and Where Information Is Pulled
- Video: Printing a HCFA 1500 form
- My printed HCFA form is not aligned.
- Video: Aligning your HCFA 1500 form
- HCFA 1500 Box 11 - How to enter 'NONE' to be displayed
- HCFA 1500 Box 12 - How does signature on file get added to a professional claim form?
- HCFA 1500 Boxes 14 & 15: Initial Visit and Onset Dates
- HCFA 1500 Box 17 - How do I print the referring/supervising provider's information
- HCFA 1500 Box 19 - How Do I Add a Billing Note
- HCFA 1500 Box 21 - Procedure Code Qualifier
- HCFA 1500 Box 23 - Print CLIA number on claim form
- HCFA 1500 Box 24C - How Do I Enter an emergency indicator and reason?
- HCFA 1500 Box 24J - How Do I Enter an Individual or Group Provider Identifier?
- HCFA 1500 Box 31 - Print License On the claim form
- HCFA 1500 Box 32 - Setting the Service Location
- Video: HCFA box 32 for claims with POS code 12
- HCFA 1500 Box 33 - How Do I Use an Alternative Pay to Address
- HCFA 1500 Box 33b - How Do I Enter an Individual or Group Provider Identifier?
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- New York Form C4.3 - Doctor's Report of MMI/Permanent Impairment
- Submitting Worker's Comp Claims through DrChrono
- Submitting claims to multiple Workers' Compensation Insurances
- Carisk Partners (fka iHCFA) - How to Attach Documents to Workers Comp Claims
- How to fix a claim rejected stating “RELATED CAUSES CODE: REQUIRED; MUST INDICATE ACCIDENT FOR PAYER.“ on Workers' Compensation Claims
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- VIDEO: Navigating the eProvider Solutions Enrollment Portal
- ePS Enrollment Module - What do the different statues mean?
- Bulk Editing Payer IDs
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- eProviderSolutions (ePS) Claim Submission
- eProvider Solutions- Payer IDs
- eProviderSolutions: Available services display in the patient's chart
- eProviderSolutions Payer List
- eProvider Solutions - Submitting paper secondary claims
- Insurance Set up Screen for those utilizing ePS clearinghouse
- Requesting Medicare Real Time Eligibility through ePS
- ePS Claim Validation
- How to enroll with ePS for just real time eligibility checks
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- ePS - Enrollment notifications
- ePS- How do I access the portal?
- VIDEO: eProvider Solutions- Navigating the enrollment portal
- eProvider Solutions- How do I submit an enrollment request?
- eProvider Solutions- How do I resume a previously started enrollment request?
- eProvider Solutions- How do I cancel an enrollment request?
- ePS Enrollment Module: Payer View
- ePS Enrollment Module: TIN update
- ePS Enrollment Module Activity Log
- ePS: EDI Enrollment Check
- eProvider Solutions- What do the different statuses mean?
- ePS - Reinitiating an enrollment request
- eProvider Solutions: Can I archive a submitted request?
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- Preview EDI Claim
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- Seeing claims that are set to transmit to the clearinghouse
- Can I customize the view in the Live Claims Feed?
- How does Live Claims Feed work?
- How to add a charge to an appointment from the Live Claims Feed
- Billing Status: What Do They Mean?
- How to Filter a Claim by the Billing Status
- Viewing more than one appointment concurrently in the Live Claims Feed
- How to Delete a Claim From DrChrono
- How do I Clone a Claim?
- I've Updated the Patient's Insurance but it's not Reflecting in the Live Claims Feed
- Will Rescheduled Appointments Show up on the Live Claims Feed?
- Using the Qty/Min feature in the Live Claims Feed
- What is the Info Column?
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- DrChrono Payments: Applying payments to multiple Merchant IDs
- DrChrono Payments: Error message
- DrChrono Payments: Saving Credit Card Information without Processing a Payment
- DrChrono Payments: Processing a payment from the patient demographics
- DrChrono Payments: Credit Card Funding Time
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- Stripe M2 Card Reader
- DrChrono Payments Stripe: Light indicators on BBPOS hardware
- DrChrono Payments: Viewing Daily Discount Deposits via the dashboard
- DrChrono Payments Stripe: If the device will not read the credit card
- DrChrono Payments: Stripe Dashboard
- DrChrono Payments: Stripe common decline codes
- DrChrono Payments: Stripe Refunds and Reversals
- DrChrono Payments: Stripe reporting
- DrChrono Payments: Stripe Funding Time
- DrChrono Payments: Stripe - Understanding Processing Fee Billing
- DrChrono Payments: Stripe PCI Compliance
- DrChrono Payments: Stripe - how to update existing bank information
- DrChrono Payments: Stripe documents for identify and home address verification
- DrChrono Payments: Stripe business verification
- DrChrono Payments Stripe: When the mobile app does not recognize the BBPOS device
- DrChrono Payments: Setting up M2 card reader
- DrChrono Payments: M2 Troubleshooting Tips
- DrChrono Payments: Setting up hardware BBPOS Chipper 3XBT
- DrChrono Payments: Stripe Common Failure and Decline Codes
- DrChrono Payments: Voiding a payment
- DrChrono Payments: How to set up your account
- DrChrono Payments: Purchasing hardware
- DrChrono Payments: Processing a patient payment on the web
- DrChrono Payments: Processing a payment from the appointment screen
- DrChrono Payments: Processing a patient payment on the iPad
- VIDEO: DrChrono Payments: Patient Payment Screen
- VIDEO: DrChrono Payments: Appointment Window
- VIDEO: DrChrono Payments: Live Claims Feed
- DrChrono Payments: Processing a patient refund
- DrChrono Payments: Setting up on OnPatient
- DrChrono Payments: Adding a new Merchant ID
- Pairing your M2 Device to your DrChrono account
- DrChrono Is Down: How to Use PaySimple Directly
- DrChrono Payments: PayConnect
- DrChrono Payments: Multiple Merchant Statement Payments
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- Patient Payment Plans: Setting up your DrChrono account to accept patient payment plans
- Patient Payment Plans: Minimum Monthly Payment Amount
- Patient Payment Plans: Creating a plan for your patient
- Patient Payment Plans: Flag on patient account
- Patient Payment Plans: Skipping a payment
- Patient Payment Plan: Making an additional payment
- Patient Payment Plans: Late Payments
- Patient Payment Plans: Reporting
- Patient Payment Plans: Processing Payments from the Reporting Screen
- Patient Payment Plans: Canceling an existing payment plan
- Patient Payment Plans: Processing monthly payment plan payments
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- VIDEO: Custom Payment Types
- Customizing your available payment types
- Getting Started with Patient Payments
- Payments tab under Patient Payments
- Line Items tab under Patient Payments
- Logs tab under Patient Payments
- Balance tab under Patient Payments
- Posting a patient payment in the Patient Payments screen
- Patient Payments in DrChrono
- Posting a patient payment in the Appointment screen
- Increasing efficiency when posting using Auto Set Billing Status
- How to Post a HRA Payment?
- DrChrono EHR features that work with in-house payments and payment partners
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- Square Hardware Compatible with DrChrono
- Connecting Square to your DrChrono Account
- Using Different Locations with Square in DrChrono
- Processing Square Payments through DrChrono EHR
- Square Payments on the iPhone EHR App
- Processing Payments through Square on the iPad EHR App
- Issuing a Refund Through Square
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- Where do I find all my ERAs and EOBs?
- Sorting of ERA/Remittance Report Files
- How does DrChrono handle duplicate ERAs?
- How to manually upload an ERA
- Can I Share ERAs with my Previous Biller?
- What are Unposted ERA Transactions?
- Optional columns in the Remittance Report Screen
- Printing a full or partial ERA
- Unbalanced ERAs
- Video: Unmatched ERAs
- Video: Unposted ERA Transactions
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- Clinical Notes in the C-CDA with Clinical Form Management
- C-CDA Importing and Reconciling Patient Data
- Import and Merge Data for C-CDA Files for Individual Patients
- Export Individual Patient C-CDA Files
- Understanding C-CDA Export Data in DrChrono
- C-CDA Files and DrChrono
- Enhanced C-CDA Exporting (Bulk Export and Scheduling of Export)
- CCDA OnPatient Notes Process
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- SOAP Notes Clinical Report
- Accessing Patient Documents when Charting on the Web
- Add an amendment to a clinical note
- Adding an Amendment to a Patient's Chart
- Charting By Exception
- Clinical Notes Auto Save Indicator
- Clinical Notes Revision History
- Copy Previous Clinical Note from a Persistent Form
- Copying a Previous Note (Web)
- Exclude Clinical Notes from an Appointment
- FAQ- Copy Previous Clinical Note from a Persistent Form
- How to Bulk Lock Clinical Notes
- Pediatric Growth Charts
- How do I print out all medical records for a patient?
- How do I unlock a clinical note?
- How does a supervising provider sign off on a rendering provider's clinical note?
- How to Search for a Clinical Note
- I can't find my patient's clinical note!
- The Many Ways You Can Start Charting
- Printing and Downloading Your Clinical Notes
- Recording Vitals and How the Data is Displayed (Web & iPad)
- Reordering procedure and diagnosis codes within the clinical note
- Sign and Lock Clinical Notes
- Use Print Section to Print a Work/School Excuse Form
- Using the Copy Diagnostics to Clipboard Function
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- Clinical Notes: Using the "Render H&P Physical Exam Text Before Vitals" Setting
- Reducing the Header and Footer Size on a Clinical Note
- How do I reorder my note?
- Excluding Diagnosis and Billing codes from Clinical Notes
- How do I hide medications and allergies from the clinical note?
- Pre-populating Diagnosis Codes (ICD-10) from the Patient Problem List
- How do I automatically copy ICD-10 diagnosis codes to my patient's chart?
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- Adding or Changing a Device for Multi-Factor Authentication with ID.me
- Can I use the eRx feature from two different EHR systems (one being DrChrono)?
- ID.me (Liveness) Improvements
- Setting Up eRx with ID.me
- Set Up EPCS with ID.me
- Upgrading your ID.me Account for Liveness
- I use ID.me to prescribe with another system. How do I set up for ID.me for use with DrChrono?
- My identity was verified with an ID.me Trusted Referee. What do I do next?
- Set Up EPCS for Multiple States
- Confirming a Provider's Identity for EPCS
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- Canceling a Prescription
- Canceling a Prescription in the Prescription Logs
- Changing a medication to an inactive status
- Diagnosis Codes in Rx (ONC Changes)
- How do I send multiple eRx orders at the same time from the patient chart?
- How to prescribe for eRx Supervising Providers with Multiple Locations (web)
- Non-Controlled Substance Prescription Limitations for Staff Acting on Behalf of Providers
- Prescribing Medications via DrChrono's Web App
- RxFill Message (ONC Update)
- Rx Change Requests
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- Electronically Prescribing Schedule III and IV Controlled Substances
- Electronic Prescribing of Controlled Substances (EPCS) Based on the DEA Schedule
- ePrescribing with multiple SPI (SureScripts Prescriber ID) locations from the Web
- Draft Prescriptions
- Schedule III and IV Refill Maximums
- Batch Ordering Schedule II Controlled Substances
- Prescribing with your Narcotics Addition DEA Number (NADEAN)
- GHB Controls
- Electronically Prescribing Controlled Substances with ID.me in DrChrono
- Controlled Substances Audit Log
- Controlled Substance Refill Requests
- Prerequisite Legal Registrations Necessary for EPCS
- EPCS: Do I meet the requirements to prescribe controlled substances?
- EPCS System Requirements
- EPCS: Can I send multiple schedule II medications in a prescription?
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- How do I enter days supply in prescriptions and medications?
- Making Prescription Profiles
- Refill Requests: What's new?
- Ordering DME (Durable Medical Equipment)
- Sending a Prescription with a Supervising Provider
- Setting Up Your Bamboo Health Integration
- How do I use the alternatives/copay/coverage pane?
- Printing Your Patient's Medication List
- eRx: What do the U/NF/NR/NP/PX (formulary) symbols mean?
- Setting up Favorite Prescriptions
- How can I print a prescription?
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- Immunizations Registry - Vaccination Information Statement
- FAQ- Submitting a Prior Authorization using the CoverMyMeds integration (Web)
- Submitting a Manual Prior Authorization - CoverMyMeds integration(Web)
- Submitting a Prior Authorization using the CoverMyMeds integration (Web)
- Searching for Your Patient's Pharmacy
- Managing your Favorite Pharmacies
- Appropriate and Inappropriate Use of the 'Notes to Pharmacy' Field
- Prescribing Compound Medications (Web)
- Prescribing Compound Medications (Mobile)
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- Best Practices for Building Custom FormsUpdated
- Form Builder Overview
- How do I use Switches as Smart Fields?
- What is the difference between New Section and SOAP section fields?
- Form Tools: New Fields Explained
- Excluding Forms from the Clinical Note
- Adding Clinical Codes to Forms
- Setting a Workflow Form
- Making a Form Persistent
- How to Build OnPatient Forms
- Can I make the yellow notepad persistent when charting?
- Setting a Form as a Default Template
- Recovering Archived Clinical Forms
- How do I create clinical forms?
- Form Builder: How do I customize form fields?
- Why do I have to lock clinical notes when I archive/delete a field or form?
- Getting Started with the Form Builder
- Editing the Preset Clinical Forms
- Where do I need {{value}} when I am building a form?
- How do I use reference fields in the Form Builder?
- Making Form Fields Required
- How to use the free draw feature
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- Using Health Gorilla (improved workflow)
- Health Gorilla - List of connected labs
- Using Health Gorilla in DrChrono
- Getting Started: Integrating with Labs
- FAQ: DrChrono Lab Integrations, Health Gorilla, Labcorp, Quest Diagnostics, and Lifepoint
- Health Gorilla is not Loading in my DrChrono Account
- Ordering Labs in DrChrono from the Patient's Chart
- Ordering Labs from the Clinical Note
- Quest Diagnostics - Good Faith Estimate Tool
- How to Create Favorite Lab Panels
- How do I cancel a lab order?
- Quest Label Printing
- Quest Diagnostics - Lab Testing Pricing Estimation
- Labcorp Label Printing
- DYMO Installation and Troubleshooting
- Renaming a Lab Account
- Why can't I order from certain lab codes?
- Recording a Manual Lab Order
- Generating Laboratory Reports
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- Accessing the Patient Chart from different areas of DrChrono
- Adding Implantable Device Information to a Patient's Chart
- Adding Supplements to the Medication List in a Patient's Chart
- Communicating with Your Patients
- Downloading Patient Documents
- How do I log a phone call with a patient?
- How to Add Medications to the Medication List
- Medication History Consent Feature
- Social Security or Social Insurance or National Identification Numbers in the Patient Chart
- Print Patient Demographics | View Patient Face Sheet
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- Can I delete a clinical note?
- Enabling your browser's camera for video visits on Chrome
- Enabling your browser's camera for video visits on Firefox
- Enabling your browser's camera for video visits on Microsoft Edge
- Enabling Your Browser's Camera for Video Visits on Safari
- Update Your Web Browser to the Latest Version
- Local Network Access Browser Settings
- Supported File Types
- Using Google Analytics 4 (GA4) with the DrChrono Scheduling Widget
- What do I do if my fax isn't working?
- What are the system requirements to use DrChrono?
- Why am I not receiving notification emails?
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- Attaching a Fax to a Patient's Chart
- Can I send a message by fax (without attached referrals or documents)? Updated
- Fax Documents
- How do I rotate faxes within DrChrono?
- How many fax pages does my plan allow?
- Port Your Fax Number from DrChrono to Another Vendor
- Port Your Fax Number to DrChrono
- Splitting a Fax
- What should I do if my sent faxes are too dark, too light, blurry, hard to read?
- Where can I locate my fax number?
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- Add a Patient's Address to the Appointment Window on the iPad
- Customizable Patient Menu on the iPad
- Enable Touch ID Fingerprint or Face ID Login on the iPad
- Navigate the DrChrono EHR App on the iPad Using Three-Finger Swipe
- Practice Chat on the iPad
- Push Notifications on iPad
- Run a Meaningful Use Report on the iPad
- What is the most recent version of the iPad app?
- Linked Accounts in Multiple Practice Groups (Mobile)
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- How to save your pen and color selections when using the freedraw tools on the iPad?
- What does the 'Out-Of-Date Clinical Note Error' mean?
- Using the Free Draw Feature Outside of a Clinical Note
- Using the Save Section Feature to Add Signatures to Forms on the iPad EHR App
- Inline Workflow on DrChrono's EHR App
- Using Voice Commands for Speech-to-Text on the iPad
- Copying a Previous Note on the iPad
- How do I add a supervising signature on the iPad?
- How do I search for unlocked/unsigned clinical notes on my iPad?
- Adding Forms from the Form Library on the iPad App
- How do I customize my charting pages on the iPad?
- Taking Clinical Photos on the iPad in the Clinical Note
- Entering Vitals on Your iPad
- Attaching a Lab Result to a Clinical Note on the iPad
- Upload a Saved Image, Document or Past Clinical Note to a Clinical Note on the iPad
- Adding an Image with a Free Draw Field
- How do I create a clinical note on the iPad?
- How do I use drawing tools on the iPad?
- Signing and Locking a Clinical Note on the iPad
- Adding a Signature to Outbound Faxes on the iPad
- M*Modal's Speech-to-Text Integration with DrChrono on the iPad
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- Prescription Drafts on the iPad
- Prescribing with your Narcotics Addition DEA Number on the iPad
- GHB Controls on the iPad
- Batch Ordering Schedule II Controlled Substances on the Mobile EHR App
- How do I enter days supply in prescriptions and medications on the iPad?
- Canceling a Prescription on the iPad
- Compound Medications on the iPad
- How do I search for a pharmacy by ZIP Code on the iPad?
- How do I use the dose calculator on the iPad?
- Setting Default and Favorite Pharmacies on the iPad
- Electronically Prescribing Controlled Substances with ID.me on the iPad EHR
- Prescribing via the DrChrono EHR iPad App
- Refilling a Medication on the iPad
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- Inviting a Patient to OnPatient on the iPad App
- Uploading a Document through the iPad
- Taking a Clinical Photo on the iPad
- How can I add and view family history on the iPad?
- Using the Filters on the Timeline Feature
- Accessing the Timeline on the iPad
- Enter the Onset Date on the iPad
- How do I fax a document from the iPad?
- How do I order a lab on my iPad?
- How do I view my patient's history and documents on the iPad?
- Adding Your Signature to a Referral on the iPad
- Real Time Eligibility Check on the iPad
- Adding Medications to the Patient Medication List on the iPad
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- Viewing a Patients Past and Future Appointments on the iPad
- Date and Time Selection During Appointment Creation Process on iPad and iPhone (iOS)
- Adding Breaks on the iPad EHR App
- View Existing Appointments by Office when Scheduling
- How do I hide breaks from my appointment list on the iPad?
- How do I reorder items on my patient's appointment detail view?
- How do I remove items on my patient's appointment detail view?
- How do I change an appointment's profile on the iPad?
- Scheduling New Appointments on the iPad
- Viewing Your Schedule on the iPad
- How do I change my appointment status?
- How to Delete or Reschedule an Appointment on the iPad
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- Saving Your Pen and Color Selections When Using the Freedraw Tools on the iPhone
- How do I create a clinical note on the iPhone?
- Signing and Locking a Clinical Note on the iPhone
- Copying a Previous Note on the iPhone
- Adding Favorite Templates to the iPhone
- How do I search for unlocked/unsigned clinical notes on my iPhone?
- Entering Vitals on Your iPhone
- How do I add a supervising signature on the iPhone?
- Taking Clinical Photos on the iPhone in the Clinical Note
- Upload a Saved Image, Document or Past Clinical Note to a Clinical Note on the iPhone
- Using the Save Section Feature to Add Signatures to Forms on the iPhone EHR App
- Attaching a Lab Result to a Clinical Note on the iPhone
- How do I use drawing tools on the iPhone?
- Using M*Modal's Speech-to-Text With DrChrono on the iPhone
- Using Voice Commands for Speech-to-Text on the iPhone
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- Patient Menu Items on the iPhone EHR App
- Uploading a Document through the iPhone
- Taking a Clinical Photo on the iPhone
- How can I add and view family history on the iPhone?
- Accessing the Timeline on the iPhone
- How do I order a lab on my iPhone?
- How do I view my patient's history and documents on the iPhone?
- Adding Medications to the Patient Medication List on the iPhone
- Logging a Phone Call from the iPhone EHR App
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- Scheduling an Appointment from the iPhone EHR app
- Adding Breaks on the iPhone EHR App
- How to Delete or Reschedule an Appointment on the iPhone
- Appointments List Capabilities through the iPhone EHR app
- How do I change an appointment's profile on the iPhone?
- How do I remove items on my patient's appointment detail view?
- How do I reorder items on my patient's appointment detail view on the iPhone?
- How do I hide breaks from my appointment list on the iPhone?
- How do I change my appointment status on the iPhone?
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- Accessing Your Health Profile through OnPatient
- Connect Your OnPatient Account to Multiple Providers
- Do I have to provide my Social Security number for OnPatient portal access?
- Families Using OnPatient
- How do I activate my OnPatient account?
- How do I cancel my OnPatient account?
- How do I change the email address associated with my OnPatient account?
- How do I disconnect my OnPatient account?
- Reset Your OnPatient Password
- OnPatient Password Requirements
- Paying patient statements through the OnPatient portal
- What is the Representative option used for?
- When I clicked on the OnPatient invite I received, I was unable to complete the sign up process. I tried to start over, but I am not able to do so, why?
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- Checking In for an Appointment with OnPatient
- How do I schedule an appointment on OnPatient?
- How do I see the appointments I've scheduled?
- How do I check past appointments?
- How do I complete the Onboarding Forms prior to an appointment?
- How do I cancel an appointment?
- I would like to schedule an appointment with my doctor using OnPatient but am unable to, why?
- Why does my appointment time shown in my OnPatient account differ from what I scheduled with my healthcare provider?
- Add Preferred Pharmacies in OnPatient
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- Enabling Online Scheduling in Your Office
- How to Access Your OnPatient Settings
- Customizing the OnPatient Onboarding/Check-In Interface
- OnPatient Onboarding/Check-In Overview
- Families Using Onpatient (What if my entire family only wants to use one email address?)
- Automatically Sending OnPatient Invitations through Reminders and Appointment Confirmation
- OnPatient Settings: Automatically Inviting New Patients to OnPatient after their First Appointment
- OnPatient Settings: Enabling Lab Results
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- How do I know if my patient has signed up for OnPatient?
- How to Disconnect an OnPatient Account After Leaving a Practice
- My patient already has OnPatient account with another office. Can I connect them to my OnPatient?
- Can a patient change their profile photo through the OnPatient portal?
- Editing Basic Patient Information through OnPatient
- Sending and Resending Individual OnPatient Invitations
- Bulk Inviting All Patients to OnPatient
- Allowing Your Patients Access to Their Clinical Summary Through OnPatient
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- How do I make a patient's CCDA available to them in OnPatient?
- OnPatient FAQ: Can providers that share a patient on OnPatient view each others' information?
- OnPatient FAQ: Why isn't my office showing up in OnPatient?
- OnPatient FAQ: How do I remove a representative?
- How do I set up representatives on my OnPatient account?
- OnPatient FAQ: Why can't my patients select an office to schedule an appointment?
- OnPatient FAQ: Why is a provider not being shown in OnPatient?
- OnPatient FAQ: How many of my patients are using OnPatient?
- Can I set up an OnPatient account so I can see what the patient sees?
- Why does OnPatient need an email address and password? Is this a requirement?
- How does a patient view lab results in OnPatient?
- Can the patient edit their Medication/ Allergies and Problems?
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- Adding a Patient's Previous Name and Address to the Chart
- Adding Care Team Members to a Patient's Chart
- Adding Family History to a Patient's Chart
- Adding Gender Identity and/or Sexual Orientation to a Patient's Chart
- Adding Race Subcategory to a Patient's Chart
- Adding a Referring Provider to a Patient Chart
- Deactivate Patient Charts
- Duplicate Patient Warnings
- How do I add new patients and how do I edit information on existing patients?
- How do I resubscribe a patient's email address?
- How to add a responsible party to my patient's chart
- Loading a Profile Picture from your Desktop
- Patient Search
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- Patient Care Plan Summary Widget
- Create a Patient Care Plan
- Patient Care Plan Observations and Interventions
- Patient Care Plan Clinical Codes
- Patient Care Plan CCDA and Onpatient
- ONC Update: Patient Demographics
- ONC Update: Patient Allergy List
- ONC Update: Patient Problem List
- ONC Update: Immunizations & Family History
- ONC Update: Occupation & Health Insurance Updates
- ONC Update: Diagnostic Imaging
- (ONC Update) Clinical Test or Result Form Element
- (ONC Update) Planned Procedure Form Element
- (ONC Update) Pregnancy Status
- (ONC Update) Smoking Status
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- (2024) Electronic Clinical Quality Measures
- Controlling High Blood Pressure eCQM CMS165v12
- Use of High-Risk Medications in Older Adults eCQM CMS156v12
- Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention eCQM CMS138v12
- Initiation and Engagement of Substance Use Disorder Treatment eCQM CMS137v12
- Diabetes: Eye Exam eCQM CMS131v12
- Colorectal Cancer Screening eCQM CMS130v12
- Diabetes: Hemoglobin A1c (HbA1c) Poor Control (>9%) eCQM CMS122v12
- Functional Status Assessments for Heart Failure eCQM CMS90v13
- Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan eCQM CMS69v12
- Documentation of Current Medications in the Medical Record eCQM CMS68v13
- Closing the Referral Loop: Receipt of Specialist Report eCQM CMS50v12
- Preventive Care and Screening: Screening for Depression and Follow-Up Plan CMS2v13
- Accessing The CQM Value Set
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- Preventive Care and Screening: Screening for Depression and Follow-Up Plan eCQM CMS2v12
- Closing the Referral Loop: Receipt of Specialist Report eCQM CMS50v11
- Documentation of Current Medications in the Medical Record eCQM CMS68v11
- Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan eCQM CMS69v11
- Functional Status Assessments for Heart Failure eCQM CMS90v12
- Diabetes: Hemoglobin A1c (HbA1c) Poor Control (>9%) eCQM CMS122v11
- Colorectal Cancer Screening eCQM CMS130v11
- Diabetes: Eye Exam eCQM CMS131v11
- Initiation and Engagement of Substance Use Disorder Treatment eCQM CMS137v11
- Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention eCQM CMS138v11
- Use of High-Risk Medications in Older Adults eCQM CMS156v11
- Controlling High Blood Pressure eCQM CMS165v11
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- How To Calculate Eligible Clinician Promoting Interoperability Performance Category Score
- Promoting Interoperability (PI) 2023 Dashboard Set Up and Overview
- Security Risk Analysis
- High Priority Practices Guide of the Safety Assurances Factors for EHR Resilience (SAFER) Guides
- (MIPS) e-Prescribing
- Query of Prescription Drug Monitoring Program (PDMP)
- Provide Patients Electronic Access to Their Health Information
- Overview of ConnectEHR
- Immunization Registry Reporting
- (MIPS) Electronic Case Reporting
- Support Electronic Referral Loops by Sending Health Information (HIE Option 1)
- Support Electronic Referral Loops by Receiving and Reconciling Health Information (HIE Option 1)
- Health Information Exchange (HIE) Bi-Directional Exchange (HIE Option 2)
- Enabling Exchange Under the Trusted Exchange Framework and Common Agreement (TEFCA) (HIE Option 3)
- Syndromic Surveillance Reporting (Optional)
- Public Health Registry Reporting (Optional)
- Clinical Data Registry Reporting (Optional)
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- CMS Measure ID 1: Diabetes: Hemoglobin A1c Poor Control
- CMS Measure ID 113: Colorectal Cancer Screening
- CMS Measure ID 117: Diabetes: Eye Exam
- CMS Measure ID 128: Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan
- CMS Measure ID 130: Documentation of Current Medications in the Medical Record
- CMS Measure ID 134: Preventative Care and Screening: Screening for Depression and Follow-Up Plan
- CMS Measure ID 226: Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
- CMS Measure ID 236: Controlling High Blood Pressure
- CMS Measure ID 238: Use of High-Risk Medications in Older Adults
- CMS Measure ID 374: Closing the Referral Loop: Receipt of Specialist Report
- 2023 Quality Payment Program Special Statuses
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- CMS Measure ID 1: Diabetes: Hemoglobin A1c Poor Control (CMS122v10)
- CMS Measure ID 113: Colorectal Cancer Screening (CMS130v10)
- CMS Measure ID 117: Diabetes: Eye Exam (CMS131v10)
- CMS Measure ID 128: Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan (CMS69v10)
- CMS Measure ID 130: Documentation of Current Medications in the Medical Record (CMS68v11)
- CMS Measure ID 134: Preventative Care and Screening: Screening for Depression and Follow-Up Plan (CMS2v11)
- CMS Measure ID 226: Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention (CMS138v10)
- CMS Measure ID 236: Controlling High Blood Pressure (CMS165v10)
- CMS Measure ID 238: Use of High-Risk Medications in Older Adults (CMS156v10)
- CMS Measure ID 305 (eCQM): Initiation and Engagement of Alcohol and Other Drug Dependence Treatment (CMS137v10)
- CMS Measure ID 374: Closing the Referral Loop: Receipt of Specialist Report (CMS50v10)
- CMS Measure ID 377 (eCQM): Functional Status Assessments for Heart Failure (CMS90v11)
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- Promoting Interoperability (PI) 2022 Overview
- Security Risk Analysis
- High Priority Practices Guide of the Safety Assurances Factors for EHR Resilience (SAFER) Guides
- Provide Patients Electronic Access to Their Health Information
- Query of Prescription Drug Monitoring Program (PDMP) Bonus
- Immunization Registry Reporting
- Electronic Case Reporting
- Support Electronic Referral Loops by Sending Health Information
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- Release Notes - December 17, 2025
- Release Notes - November 18, 2025
- Release Notes - October 23, 2025
- Release Notes - September 30, 2025
- Release Notes - August 27, 2025
- Release Notes - July 16, 2025
- Release Notes - June 5, 2025
- Release Notes - May 30, 2025
- Release Notes - May 15, 2025
- Release Notes - May 1, 2025
- Release Notes - April 17, 2025
- Release Notes - April 4, 2025
- Release Notes - March 20, 2025
- Release Notes for DrChrono Web 2025-03-06
- Release Notes for DrChrono Web 2025-02-20
- Release Notes for DrChrono Web 2025-02-07
- Release Notes for DrChrono Web 2025-01-23
- Release Notes for DrChrono Web 2025-01-09
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- Release Notes for DrChrono Web 2024-12-19
- Release Notes for DrChrono Web 2024-12-06
- Release Notes for DrChrono Web 2024-11-21
- Release Notes for DrChrono Web 2024-11-07
- Release Notes for DrChrono Web 2024-10-24
- Release Notes for DrChrono Web 2024-10-10
- Release Notes for DrChrono Web 2024-09-26
- Release Notes for DrChrono Web 2024-09-13
- Release Notes for DrChrono Web 2024-08-23
- Release Notes for DrChrono Web 2024-08-08
- Release Notes for DrChrono Web 2024-07-31
- Release Notes for DrChrono Web 2024-07-25
- Release Notes for DrChrono Web 2024-07-11
- Release Notes for DrChrono Web 2024-06-21
- Release Notes for DrChrono Web 2024-06-07
- Release Notes for DrChrono Web 2024-05-24
- Release Notes for DrChrono Web 2024-05-09
- Release Notes for DrChrono Web 2024-04-25
- Release Notes for DrChrono Web 2024-04-12
- Release Notes for DrChrono Web 2024-03-29
- Release Notes for DrChrono Web 2024-03-15
- Release Notes for DrChrono Web 2024-02-29
- Release Notes for DrChrono Web 2024-02-16
- Release Notes for DrChrono Web 2024-02-02
- Release Notes for DrChrono Web 2024-01-18
- Release Notes for DrChrono Web 2024-01-05
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- Release Notes for DrChrono Web 2023-12-14
- Release Notes for DrChrono Web 2023-12-21
- Release Notes for DrChrono Web 2023-11-30
- Release Notes for DrChrono Web 2023-11-17
- Release Notes for DrChrono Web 2023-11-03
- Release Notes for DrChrono Web 2023-10-23
- Release Notes for DrChrono Web 2023-09-29
- Release Notes for DrChrono Web 2023-09-15
- Release Notes for DrChrono Web 2023-08-29
- Release Notes for DrChrono Web 2023-08-15
- Release Notes for DrChrono Web 2023-07-28
- Release Notes for DrChrono Web 2023-07-14
- Release Notes for DrChrono Web 2023-06-30
- Release Notes for DrChrono Web 2023-06-16
- Release Notes for DrChrono Web 2023-06-02
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- Release Notes for DrChrono Mobile Version 11.0.119
- Release Notes for DrChrono Mobile Version 11.0.117
- Release Notes for DrChrono Mobile Version 11.0.115
- Release Notes for DrChrono Mobile Version 11.0.114
- Release Notes for DrChrono Mobile Version 11.0.113
- Release Notes for DrChrono Mobile Version 11.0.112
- Release Notes for DrChrono Mobile Version 11.0.111
- Release Notes for DrChrono Mobile Version 11.0.110
- Release Notes for DrChrono Mobile Version 11.0.109
- Release Notes for DrChrono Mobile Version 11.0.108
- Release Notes for DrChrono Mobile Version 11.0.107
- Release Notes for DrChrono Mobile Version 11.0.106
- Release Notes for DrChrono Mobile Version 11.0.105
- Release Notes for DrChrono Mobile Version 11.0.104
- Release Notes for DrChrono Mobile Version 11.0.103
- Release Notes for DrChrono Mobile Version 11.0.102
- Release Notes for DrChrono Mobile Version 11.0.101
- Release Notes for DrChrono Mobile Version 11.0.100
- Release Notes for DrChrono Mobile Version 11.0.99
- Release Notes for DrChrono Mobile Version 11.0.98
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- Audit Log
- Creating Patient Groups from Reporting
- Creating a Report for Upcoming Appointments
- DrChrono Access Logs
- Exporting Your Audit Logs
- Generating a Patient Flag Report
- Generating a Report of Patients with Addresses and Other Demographic Information
- Generating an Appointment Report
- How do I generate a report showing all of my locked notes?
- How do I run a report?
- How do I access generated reports?
- How do I run a report with the list of patients' insurances?
- How to Obtain a List of Patients Who Have not Had an Appointment Recently
- How to Track Patients Who are Connected to OnPatient
- My patient's appointment moved! How did this happen?
- Outgoing Prescriptions Report
- Patient Reports
- Productivity Reports
- Reporting on Custom Demographics
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- How to Add a New Appointment Profile
- How do I edit my appointment profiles?
- How do I add consent forms to an appointment profile?
- How to Build an Appointment Profile
- Appointment Templates: Associating Offices, Exam Rooms, Dates, and Times with Appointment Profiles
- How do I add a date range to my appointment templates?
- Enabling Appointment Templates in All Calendar Views
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- Blocking Non-Working Hours (Breaks/Vacation)
- Changing an Appointment's Status (Web)
- How do I schedule an appointment? (EHR Web)
- Local Time Zone in Calendar
- Printing Appointments for any Specific Date Range
- Printing Calendar Appointments
- Scheduling Recurring Appointments
- Setting your Exam Room Calendar Increments
- Filter Calendar Views by Provider or Office
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- Attaching a Consent Form to an Appointment
- Canceling an Appointment
- Changing the Provider on an Appointment from the Appointment Window
- Enabling or Disabling Overlapping Appointments
- Hiding Canceled and Rescheduled Appointments from the Schedule
- How do I add a patient flag to an appointment?
- How do I create a custom appointment status?
- How do I delete an appointment?
- How do I know who scheduled an appointment?
- How do I remove a recurring appointment?
- How do I delete a break from the schedule?
- How Recurring Appointments Work in DrChrono
- How do I color code an appointment?
- How do I schedule multiple appointments in the same exam room at one time?
- How to Have a Specific Number of Patients Book Appointments for the Same Time Slot
- Manage Recurring EventsNew
- Reordering procedure and diagnosis codes within the patient's appointment on the schedule
- What do those tiny initials mean on appointments?
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- Add Text to Email and Text Appointment Reminders
- Are my patients getting their reminders?
- Creating and Using Reminder Profiles
- Editing Reminder Profiles and Appointment Reminders
- How do I change the pronunciation of my name in appointment reminders?
- How to Set Up a Follow-Up Reminder
- Reminder Language Settings
- Set Up Appointment Reminders
- Time Zones in Appointment Reminders
- Verifying Your Office Phone Number for Reminder Caller ID
- Verifying your Patient's Cell Phone Number for Text Message Reminders
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- Adding Notes to a patient's appointment (Video)
- Billing a claim from the patient's appointment window (Video)
- Create Custom Procedures (Video)
- Custom Adjustment Codes (Video)
- Custom Billing Statuses (Video)
- HCFA-1500 box 32 for claims with POS code 12 (Video)
- How to apply a discount to a patient's account (Video)
- Unposted ERA Transactions (Video)
- VIDEO: Billing Pick List Overview
- Creating Custom Procedure Codes
- Custom Price on Fee Schedule
- Intelligent Claim Rejection Messages
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- Appointment Analysis Report (Video)
- Appointment Profile Report (Video)
- AR Aging Analysis Report (Video)
- Billing Log (Video)
- Charge Analysis Report (Video)
- Charge Lag Report (Video)
- Code Analysis Report (Video)
- Collections Analysis Report (Video)
- Denial Analysis Report (Video)
- Financial Transactions Report (Video)
- Insurance Payer Mix Report (Video)
- Insurance Submission Report (Video)
- Patient Analysis Report (Video)
- Patient Balance/Ledger Report (Video)
- Patient Follow-Up Appointment Report (Video)
- Payment Waterfall Report (Video)
- Product/Procedure Report (Video)
- Reimbursement Analysis Report (Video)
- Rejection Analysis Report (Video)
- Unallocated Patient Payment Report (Video)
- Underpaid Items Report (Video)
- Utilization Analysis Report (Video)
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- Patient Chart Documents (Video)
- Patient Chart Demographics (Video)
- Patient Chart Allergy List (Video)
- Patient Chart Header (Video)
- Patient Chart Problem List (Video)
- Patient Chart Settings (Video)
- Patient Chart Sidebar Navigation( Video)
- Patient Chart Summary (Video)
- Patient Care Plan Summary Widget (Video)
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- Clinical Form Management Enhancements (Video)
- Form Builder Overview
- Short Text and Fraction Fields
- Yes/No Fields
- Switches and Smart Switch Fields
- Single and Multiple Select Fields
- Free Draw Fields and Diagrams
- Header and Subheader Fields
- Form Building Options Menu
- Form Editing and Sharing
- Using the Form Library
- Complete Note Format and Form Reorder
- Adding Billing Profiles to Forms
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- Draft Prescriptions (Video)
- Where to view patient flags throughout the clinical chart
- How to Archive Signed Consent Forms (Video)
- The Clinical Notes Page (Video)
- Patient Groups
- How to Cancel a Prescription (Video Tutorial)
- Charting a Visit
- Uploading Consent Forms
- Uploading Documents to a Patient Chart
- Sending Referrals Tutorial Video (Web)
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