Your DrChrono account comes with a series of settings that allow you to adjust and customize how you interact with your DrChrono account. This article will give an overview of the settings under each tab.
The Settings section is divided into ten tabs that handle different setting groups. In this article, you can click on the setting in the table below to jump to a specific tab.
| Profile | General | Medical Billing | eRx Info | |
| Services | Usage | Sample Data | Security | Patient Payments |
Account Settings can be found under Account > Provider Settings.
To save your settings changes in any of the tabs, click Update Entire Profile at the bottom of the page.
Profile
The profile tab is designed for providers to input basic information for the account. This information will populate different areas of DrChrono.
You can upload a profile picture and business logo. Learn more about uploading your logo and profile picture.
How to upload a Profile Image and Business Logo
General
The settings under the General tab are divided into calendar, appointment, Meaningful Use, clinical notes, patient vitals, and communications.
Calendar Settings
| Setting | Description |
|
Display Flag Icon on Appointment Display Lock Icon on Appointment |
Displays a lock or flag icon to show when a clinical note is locked or when a patient has flags on the calendar view. |
| Use New Dashboard Homescreen |
When you log in to DrChrono you can be taken to the calendar or the dashboard with this setting. Learn more about the dashboard here. |
| Show User Satisfaction Survey | Allows you to opt in or out of receiving user satisfaction surveys. |
| Default Office | The default office sets the office for the provider's contact information that will appear on documents like the referrals and CCDA. |
| Duration of Exam | Sets the default appointment duration when scheduling an appointment for the provider. |
| Date range on Appointment Template |
Allows you to set a start date and end date for the appointment templates on your calendar. |
| Appointment Templates in More Views |
Allows you to have appointment templates appear in all calendar views with the exception of monthly. |
| Allow Exam Room Overlaps |
Allows you to schedule appointments in the same exam room at the same time. How do I schedule multiple appointments in the same exam room at one time? |
| Global Overlap Checking |
This setting will not allow appointments to be double-booked in any exam room or office. If you do not want any double bookings at all, enable this setting. |
| Appointment Default Color |
Sets a default appointment color of your choice for this provider's appointments |
| Phonetic Name |
Allows you to set the pronunciation of your name for reminders. How do I change the pronunciation of my name in appointment reminders? |
|
Hide Canceled Appointments Hide Rescheduled Appointments |
Enable this setting to hide canceled and rescheduled appointments from the calendar. Hiding Canceled and Rescheduled Appointments from the Schedule |
| Duplicate Appointment Warning |
With this setting enabled you will get a warning window for appointments being scheduled for the same patient on the same day. |
Appointment Settings
| Setting | Description |
| Access to Online Scheduling |
This setting allows patients to schedule online through OnPatient or the scheduling widget. |
| Patient's Statement Balance |
Allows you to display the patient's balance as a flag in the appointment window and generate a statement if needed. |
| Patient's Current Balance |
Allows you to display the patient's current balance as a flag in the appointment window. |
| Claim's Billing Information |
Displays the billing information for claims in the billing tab of the appointment window. |
| Patient's Insurance |
Shows flags in the appointment window for the patient's insurance. |
| Patient's Flag |
Allows you to display patient flags in the appointment window. |
| Appointment Count |
Allows you to view the number of past appointments the patient has had as a flag in the appointment window. |
| Matched CDS Rules |
Enable this setting to view flags based on Clinical Decision Support rules. |
| Auto Appointment Reminders | With this setting enabled the patient's most recent reminders will be automatically selected as the outgoing reminders for this appointment. |
| Limit Patient Flags to Appointment |
With this setting enabled, only flags associated with the current appointment will be displayed in the appointment window. |
| Autorun Eligibility |
Allows you to enter a number of days to autorun eligibility before an appointment. |
Meaningful Use
| Setting | Description |
| Severity Level of Interventions | Allows you to choose the severity level to display drug-drug and drug-allergy interactions. |
| Gender and Identity |
Allows you to display or hide the dropdown menus for Gender and Identity in the patient chart, OnPatient check-in, and the check-in app. Adding Gender Identity and Sexual Orientation to the Check-In App |
Clinical Notes
| Setting | Description |
| Include Practice Official Name | Adds the practice name from the medical billing tab on the clinical note. (See below) |
| Include Business Logo | Allows you to add your business logo to the top of the clinical note. (See below) |
| Include Patient Chart Photo | Includes the patient's profile photo from their chart on the clinical note. (See below) |
| Include Office Information | Adds the office information to the clinical note header (See below) |
| Include Payer IDs | Add the patient's primary and secondary payer IDs to the clinical note. (See below) |
Clinical Note Settings Continued
| Setting | Description |
| Include Lab Orders and Results |
Allows you to show lab orders and results in the plan section of the note. |
| Reduce Header and Footer Font Size |
Allows you to reduce the size of the header and footer fonts. |
| Move Non-SOAP Freedraws to End |
Allows you to move the images used in freedraw fields to the end of the note. |
| Default to CDC Growth Charts |
Enable this setting to default to the CDC's growth charts in the account. |
| Hide Medications and Allergies by Default |
You can hide a patient's medications and allergies from the clinical note. How do I hide medications and allergies from the clinical note? |
| Hide CPT and ICD on Clinical Notes by Default |
Allows you to hide CPT and ICD-10 diagnosis codes from the clinical note. |
| Allow Chief Complaint to be Persistent |
With this setting enabled, the patient's chief complaint (the reason for visit in the appointment window) will automatically populate the 'chief complaint' field in the clinical note and the 'reason for visit' field in the appointment window. This information is pulled from the most recent visit. |
| Preview Previous Note |
When enabled, a preview of the contents of the previous note will display when you hover over the form in the selection screen. |
Patient Vitals
The Patient Vitals settings allow you to set default metric or customary units for weight, height, head circumference, and temperature when you enter vitals.
Communications
| Setting | Description |
| Recorded Provider Name | You can make a recording of your name. The recording will play within the voice reminder when it announces your name as the provider. For example, "You have an appointment with "RECORDED NAME" on Wednesday". |
| Use Official Name on Fax Cover Sheets |
With this setting enabled the practice name will appear on the fax cover sheet instead of the provider's name. |
| Include Notice of Confidentiality on Faxes and Patient Emails |
1. Enter your confidentiality notice in the text box. 2. Enable the setting to display your confidentiality notice on faxes and emails. How do I add a confidentiality notice to the bottom of all outgoing faxes and emails? |
| Enable Sending Non-free Referral Faxes |
With this enabled, only the "fax referral" option will appear when sending a referral. With this setting disabled, you are able to send a fax to the recipient with instructions on how to download the referral by selecting "Send Referral (free)". |
| Include Patient Problems in Referrals by Default |
Allows you to include patient problems in referrals by default. With this setting disabled, the "problems" checkbox when sending a referral will be unchecked. |
| Remove "Powered by DrChrono" from the Footer of Clinical Notes and Patient Statements |
Enable this setting to remove the Powered by DrChrono from patient statements and clinical notes. |
| Allow Patients to Confirm or Cancel Appointments from Appointment Reminder Emails |
With this enabled, patients will be able to click on a link to confirm or cancel their appointment. |
| Direct Messaging |
Click on the "+Set Up Your Direct Address" to set up Direct Messaging. |
| Setting | Description |
| Daily Agenda Emails |
Enable this setting to receive an email that has a schedule of your appointments for the day. |
|
Daily Billing Problems Emails Recipients of Billing Email |
With this enabled, you can receive a daily email that details the unresolved billing claims and a list of unbilled appointments. Enter the email address of those in your practice who need to receive this email. |
|
Online Scheduling Email Recipients of Online Scheduling Notification |
Enable this setting to receive an email when a patient schedules an appointment through the online scheduling widget. Enter the email address of those in your practice who need to receive this email. |
| Include Patient Notes in Emails |
With this setting enabled, receiving your daily agenda email will include any note entered into the "Note" field in the appointment window. |
|
Use Alternative Email for Fax Alternative Email for Fax |
By default, the email address for the provider will be included on faxes. With this setting enabled you can use an alternate email. Check the box and enter the email address in the field provided. |
| Custom Email Signature |
With DrChrono's Send Email feature, you can send email messages to your patients. You can customize the signature that appears on the email. |
| Recurring Reminders | Enable this setting to send reminders for recurring appointments. |
Medical Billing
Medical Billing is where you enter your billing information and complete your billing setup.
Medical Billing Account Settings
eRx Info
To register for eRx, click on the Verify with ID.me button. For more information on the registration process see our articles on eRx and EPCS setup.
Under the Prescriber Info section, you can enter your prescriber information into the fields.
Services
Calendar Sync allows you to sync out (one way) your DrChrono schedule to a Google Calendar, Apple iCal, or Microsoft Outlook.
How do I sync my DrChrono calendar to my Google Calendar?
Usage
The Usage tab shows you the number of faxes, SMS text messages, phone reminders, and video visits.
How do I see how many faxes, text messages, and phone calls I have sent?
Sample Data
Sample Data populates your account with a series of fake patients you can work with to get to know how to use DrChrono without having to worry about using live patients.
Turning On and Turning Off Your Sample Data
Security
Under the Security tab, you can set up 2-factor authentication for your account. With 2-factor authentication, you can add an additional safeguard to your account.
How do I set up 2-factor authentication in my account?
How does 2-factor authentication work in DrChrono?
Patient Payments
| Setting | Description |
| Require Balance | With this setting enabled, patients will need to have a balance before they can make a payment online. |
| DrChrono Payments |
DrChrono's integrated payment processor allows you to process credit cards for patient payments. |
|
OnPatient
|
If you are going to accept payments through OnPatient, you need to enable the settings to accept payments online, select DrChrono Payments to process, and enter a minimum payment amount. |
|
Auto Allocations
|
The auto-allocate feature allows you to automatically apply payments to line items for a patient. |