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DrChrono by EverHealth
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  • Glossary
  • Account
    • Account Details and Settings
      • Account Settings in Detail
      • Automated Electronic Case Reporting (eCR) with DrChrono
      • CDS Rule Flags in the Appointment Window
      • Communication Usage in Account Settings
      • Change DrChrono Account Email Addresses
      • Creating a Custom Appointment Field
      • Creating Custom Patient Demographics
      • Daily Agenda Email
      • Duplicate Appointment Warning
      • Editing Your Name, Timezone, Personal Details, and Contact Information
      • Exporting Clinical Data from DrChrono's API
      • How do I sync my DrChrono calendar to my Google Calendar?
      • Where can I find my DrChrono doctor ID, practice group ID, and office ID?
      • 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
      • Patient Data Export
      • Practice Group Dropdown
      • Set Time Zones in DrChrono
      • Setting a Default Appointment Time
      • Using Custom Demographics to Record Attorney Information
      • Using the Scheduling Widget
      • What do the lock and flag icons on my appointments mean?
      • Why Can't I Change My Name in Account Settings?
    • Account Security
      • Custom Session Timeout
      • DrChrono Password Requirements
      • Email Verification
      • Forgotten Password: How do I reset my password?
      • What database does DrChrono use?
      • Enabling Emergency Access to your DrChrono Account
      • How does DrChrono keep my information safe?
      • How to change my DrChrono login password?
      • How do I set my iPad PIN?
      • 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?
      • Two-Factor Authentication (2FA) FAQ
      • Why does my DrChrono account log me out frequently?
      • Restrictions for Trial Accounts
      • What is DrChrono's data recovery plan?
    • Data Migrations
      • Unpacking Your DrChrono Export Files
      • 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
      • Appointments Import - Data Migrations
      • Familiar Systems - DrChrono Data Imports
      • Importing Categories for your Custom Codes
      • Importing your Contact Lists
      • Customize C-CDA XML Exports
      • Documents Import - Data Migrations
      • Patient Demographic Records Import - Data Migrations
      • Importing Data into DrChrono - Official FAQ
      • Bulk Importing Patient Demographics
      • Caveats in data migrations by EMR Vendor
      • Providing Clinical Data through Box.com - Data Migrations
      • Spreadsheet Templates - Data Migrations
      • DrChrono Full Service Data Extraction (FFS)
    • My Account Billing
      • Account Billing FAQs
      • How are my claim submissions charged to my account?
      • How to make a payment in Netsuite
      • How to update your billing address in NetSuite
      • How to review and/or update credit card details in Netsuite
      • Paying your DrChrono invoice
      • Will DrChrono take a percentage of my collection for claims prior to our contract date?
      • Why use DrChrono billing?
    • My DrChrono Account
      • A provider has left our practice midterm. What steps do I take?
      • Add ProvidersUpdated
      • Compatible iOS versions and devices supported by DrChrono?
      • DrChrono Roadmap Portal
      • How do I backup all of my information within DrChrono?
      • How to Search for a Patient-Web & iPad
      • 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
      • Student Education FAQ
      • Turning On and Turning Off Your Sample Data
      • What to do with my DrChrono account if I've sold my practice?
      • Why use DrChrono's API?
    • Office Details
      • Setting Your Office Hours
      • How do I add/edit exam rooms in an office?
      • Changing the Primary Provider for an Office
      • Archiving and Changing Offices
    • SAML SSO
      • Setting up an Identity Provider for SSO
      • Utilizing the New SSO Dashboard
      • How to Request SSO for Your Account
      • SSO New Login Workflow
    • Account Permissions
      • Account Permissions OverviewUpdated
      • 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?
      • How to Turn On Share Patients
      • 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?
  • Billing
    • Trending RCM Topics
      • Change Healthcare Cyber Attack Response
        • ePS Reconnection Payer Lists
          • Previous lists
            • ePS Reconnection Payer List (A-E) as of 6.17.2024
            • ePS Reconnection Payer List (A-E) as of 5.29.2024
            • ePS Reconnection Payer List (F-M) as of 6.17.2024
            • ePS Reconnection Payer List (F-M) as of 5.29.2024
            • ePS Reconnection Payer List (N-Z) as of 6.17.2024
            • ePS Reconnection Payer List (N-Z) as of 5.29.2024
            • ePS Reconnection Payer List (A-E) as of 5.17.2024
            • ePS Reconnection Payer List (F-M) as of 5.17.2024
            • ePS Reconnection Payer List (N-Z) as of 5.17.2024
            • ePS Reconnection Payer List (A-E) as of 5.14.2024
            • ePS Reconnection Payer List (F-M) as of 5.14.2024
            • ePS Reconnection Payer List (N-Z) as of 5.14.2024
            • ePS Reconnection Payer List (A-E) as of 5.08.2024
            • ePS Reconnection Payer List (F-M) as of 5.08.2024
            • ePS Reconnection Payer List (N-Z) as of 5.08.2024
            • ePS Reconnection Payer List (A-E) as of 5.01.2024
            • ePS Reconnection Payer List (F-M) as of 5.01.2024
            • ePS Reconnection Payer List (N-Z) as of 5.01.2024
            • ePS Reconnection Payer List (A-E) as of 4.26.2024
            • ePS Reconnection Payer List (F-M) as of 4.26.2024
            • ePS Reconnection Payer List (N-Z) as of 4.26.2024
            • ePS Reconnection Payer List (A-E) as of 4.22.2024
            • ePS Reconnection Payer List (F-M) as of 4.22.2024
            • ePS Reconnection Payer List (N-Z) as of 4.22.2024
            • ePS Reconnection Payer List (A-E) as of 4.16.2024
            • ePS Reconnection Payer List (F-M) as of 4.16.2024
            • ePS Reconnection Payer List (N-Z) as of 4.16.2024
            • ePS Reconnection Payer List (A-E) as of 4.11.2024
            • ePS Reconnection Payer List (F-M) as of 4.11.2024
            • ePS Reconnection Payer List (N-Z) as of 4.11.2024
            • ePS Reconnection Payer List (A-F) as of 4.05.2024
            • ePS Reconnection Payer List (G-M) as of 4.05.2024
            • ePS Reconnection Payer List (N-Z) as of 4.05.2024
          • ePS Reconnection Payer List as of 8.13.2024
        • ePS Payer List
          • ePS Payer List (A-F) - April 15, 2024
          • ePS Payer List (G-M) - April 15, 2024
          • ePS Payer List (N-Z) - April 15, 2024
          • Former Lists
            • ePS Payer List (A-F) - April 12, 2024
            • ePS Payer List (G-M) - April 12, 2024
            • ePS Payer List (N-Z) - April 12, 2024
            • eProviderSolutions Payer List
            • Exclusive Change Healthcare Payers for Claims as of 3.06.2024
        • ePS Resources
          • How to access the eProvider Solutions Enrollment Portal
          • VIDEO: Navigating the eProvider Solutions Enrollment Portal
          • ePS Enrollment Module - What do the different statues mean?
          • HHS letter regarding the Change Healthcare cyber attack
          • ePS: Available services display in the patient's chart
          • Upcoming Availity Rejections
          • What happens with my ERAs?
          • Updates from Change Healthcare
          • Change Healthcare Payer ID to ePS Payer ID Crosswalk
          • AMA Response to Change Healthcare cyber attack
          • What if a payer requests a certain field/provider number to show in a specific field?
          • Bulk Editing Payer IDs
          • How to bulk submit claims
          • Payers who need enrollment to obtain eligibility information
          • eProvider Solutions FAQ
          • What does rejection EPSOUT mean?
          • Change Healthcare CyberSecurity Issue - Resolution
      • 2024 Articles
        • UHC: Updated policy for HCPCS Code G2211
        • UHC: Home Health Changes effective July 1, 2024
        • 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
        • Are you a marriage/family therapist or a mental health counselor billing Medicare?
        • Limitation on Recoupment of Medicare Overpayments- effective July 1, 2024
        • HCPCS Code G2211
        • COVID Vaccine post PHE
        • Provider Type and Taxonomy Codes added as of Jan 1, 2024
        • Medicare Physician Fee Schedule Final Rule Summary CY2024
        • CPT 2024- What to expect
        • 2024 Medicare Physician Fee Schedule
        • 2024 Medicare Deductible & Coinsurance rates
        • Medicare Home Health PPS CY 2024
        • CMS - Changes to Amount in Controversy Threshold effective Jan 1, 2024
        • UHC Community Plan of NY- Requiring NPI and taxonomy codes as of August 1, 2024
        • 2025 Medicare Hospital Outpatient Prospective Payment System and Ambulatory Surgical Center
        • CPT 2025 Code Set
      • 2023 Articles
        • UHC - Q4 2023 MA-PCPi program enhancements
        • Understanding the streamlined COVID-19 vaccine codes
        • Struggling with Z codes?
        • CMS- 2023 E & M Services Guide
        • Redesigned CMS website
        • United Healthcare removes preauthorization requirements for many services
        • New Place of Service (POS) code 27
        • Updated Advanced Beneficiary Notice (ABN) form
        • First annual report on the No Surprises Act
        • Submitting DME claims that are subject to $35 out of pocket cap
        • Oxford Health Plan phases out paper checks
        • UHC issues new ID cards April 2023
        • End of Public Health Emergency (PHE) - What do I need to know?
        • NDC updates effective July 1, 2023
        • Medicare claim processing error - January 2023
        • UHC to move to digital VCP statements beginning February 3, 2023
        • Medicare changes rules with CMN and DIFs effective January 1, 2023
        • CPT 2023 - Are you ready?
        • United Healthcare (UHC): Reconsideration and Appeals
        • Medicare to eliminate pre-auth requirements for some DME beginning Jan 1, 2023
        • 2023 Clinical Lab Fee Schedule
        • CY 2023 Proposed Medicare Physician Fee Schedule
        • Telehealth and Proposed CY 2023 Medicare Fee Schedule
      • 2022 Articles
        • CMS 2023 Physician Fee Schedule Look up Tool
        • ICD-10 updates effective October 1, 2022
        • Prior Authorization Reform Bill making its way through Congress
    • Billing Basics
      • How to identify claims that were billed but not paid
      • Getting Started
        • 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?
      • Adding Additional Insurance Payers
        • Adding a Payer In DrChrono
      • Adding Billing Notes to Appointments
        • How do I add a billing note to the patient’s appointment?
        • Video: Adding notes to a patient's appointment
      • Adding/Updating Insurance on Patient Accounts
        • Updating a Patient's Insurance Information
        • Adding Insurance Info for Durable Medical Equipment
        • MBI - Medicare Beneficiary ID number look up tool
      • Apollo Plus Plans - Communicate with the DrChrono Billing Team
        • How do I Share Correspondence with the Billing Team?
      • Billing Codes
        • 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 Pick List
        • Creating a Billing Picklist
        • Using a Billing Picklist
      • Courtesy Billing
        • How Do I Set Up Courtesy Billing and How Does it Work?
      • Diagnosis Pointers
        • What are Diagnosis Pointers?
      • Fee Schedule
        • Fee Schedule - Overview
        • Fee Schedule: How to add a new fee schedule
        • Fee Schedule: How to edit a field in an existing fee schedule
        • Fee Schedule: How to inactivate an entire fee schedule
        • How Do I Set Up a Fee Schedule v1?
        • How to add revenue codes to a fee schedule v1
      • Incident-to Billing
        • What is Incident-to Billing?
      • Insurance Plan Types
        • Insurance Plan Types Explained
      • Insurance Setup Options
        • What does the Insurance set up screen do?
        • How Do I Enter a Taxonomy Code For a Specific Payer?
      • Keeping Patient Insurance History
        • How do I keep a patient's insurance history?
      • Office Billing Settings
        • Medical Billing Account Settings
        • I'm moving my office location. What do I need to do?
        • How do I Enter a Taxonomy Code that is Common for all Payers?
        • Office Setup and Management
        • Entering in an additional NPI number and Tax ID for billing purposes
      • Patient Super Bills
        • Adding Supervising Provider to the Patient Superbill
        • Creating an Itemized Patient Statement
        • Adding an Email Address to your Superbill
      • Payment Profiles
        • How Do I Update the Default Payment Profile?
      • Billing from the appointment window
    • Billing Reporting
      • Advanced Reports
        • Enhancements to Advanced Report Exports
      • Aging AR Report Updates
        • Aging AR Analysis Updates: Overview
        • Aging AR Analysis Report: Summary tab
        • Aging AR Analysis Updates: Details tab
        • Aging AR Analysis Updates: Export Reporting
        • Aging AR Analysis Updates: Video
      • Appointment Analysis
        • Appointment Analysis: Summary tab
        • Appointments Analysis: Details Tab
        • Appointment Analysis: Video
      • Billing Log Report
        • How do I use the Billing Log?
        • Billing Log: Video
      • Charge Analysis Report
        • Charge Analysis: Overview and Balance tab
        • Charge Analysis Report: Paid vs Unpaid
        • Charge Analysis: Claim Status
        • Charge Analysis: Details
        • Charge Analysis: Video
      • Charge Lag Report
        • Charge Lag Report: An Overview
        • Charge Lag Report: Summary Tab
        • Charge Lag Report: Detail Tab
        • Charge Lag Report: Video
      • Code Analysis Report
        • Code Analysis Report: Overview
        • Code Analysis Report: Payer tab
        • Code Analysis Report: Code tab
        • Code Analysis Report: Details tab
        • Code Analysis Report: Video
      • Collections Analysis
        • Collections Analysis: Summary Tab
        • Collections Analysis: Details Tab
        • Collections Analysis: Video
      • CPT, HCPCS, ICD-10 Line Level Reporting
        • Line Level Reporting - Advanced Reports
        • Procedure Categories
      • Denial Analysis Updates
        • Denial Analysis Updates: Overview
        • Denial Analysis Updates: Summary tab
        • Denial Analysis Updates: Details tab
        • Denial Analysis Updates: Graph tab
        • Denial Analysis Updates: Video
      • Financial Transactions Report
        • 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: All Data tab
        • Financial Transactions Report: How to run a report for a specific insurance
        • Financial Transactions Report: Video
      • Insurance Payer Mix
        • Insurance Payer Mix: Overview
        • Insurance Payer Mix: Summary tab
        • Insurance Payer Mix: Details tab
        • Insurance Payer Mix: Graph tab
        • Insurance Payer Mix: Video
      • Inventory & Sales Tax Reports
        • Running a Sales Tax Report
        • Using Inventory Management
        • Video: Inventory Management
      • Live Claims Feed Reports
        • Running Reports from the Live Claims Feed
      • Patient Analysis Report
        • Patient Analysis: An Overview
        • Patient Analysis: Summary Tab
        • Patient Analysis: Details Tab
        • Patient Analysis: Video
      • Patient Authorization Report
        • Patient Insurance Authorization Report
      • Patient Balance Ledger
        • Patient Balance Ledger
        • Patient Balance Ledger: Video
      • Patient Follow up Date
        • Running a report by Patient Follow-up Date
        • Running a report by Patient Follow-up Date: Video
      • Patient Payment Reports
        • How to run a report based on the appointment's payment profile
        • How to run a report based on the appointment's payment profile: Video
      • Product/Procedure Report
        • Product/Procedure Report: Summary Tab
        • Product/Procedure Report: Details Tab
        • Product/Procedure Report: Video
      • Reimbursement Analysis Report
        • Reimbursement Analysis Report: Overview
        • Reimbursement Analysis Report: Reimbursement tab
        • Reimbursement Analysis Report: Details tab
        • Reimbursement Analysis Report: Video
      • Rejection Analysis Report
        • Rejection Report: Overview
        • Rejection Report: Detail tab
        • Rejection Report: Drill In tab
        • Rejection Report: Video
      • Transactions Report
        • Keeping Track of Your Transactions
        • Video: Transactions Report
      • Unallocated Patient Payment Report
        • How to Run an Unallocated Payment Report
        • How to Run an Unallocated Payment Report: Video
      • Underpaid Items Report
        • Underpaid Items Report: Overview
        • Underpaid Items Report: Set Up
        • Underpaid Items Report: Running the report
        • Underpaid Items Report: Video
      • Utilization Analysis Report
        • Utilization Analysis Report: Overview
        • Utilization Analysis Report: Summary Tab
        • Utilization Analysis Report: Details Tab
        • Utilization Analysis Report: Video
    • Billing Workflow
      • Authorizations
        • Enter an Authorization Number
        • Entering a Pending Pre-Authorization Number
        • Add a Clinical Trial Number to Your Claim
        • Prior Authorization Alerts
        • How to Track Bulk Appointment Packages with Authorizations
        • Payer Pre-Auth Showing on Reports
      • Accounts Receivable
        • How Do I See My Accounts Receivable?
      • Adding Insurance EOBs to your DrChrono Account
        • How Do I Add an Insurance EOB to my DrChrono account?
      • Appropriate Use Criteria (AUC) Program
        • What is the Appropriate Use Criteria (AUC) program?
      • Custom Billing Status
        • Creating and Archiving Custom Billing Statuses
        • VIDEO: Custom Billing Statuses
      • Billing Profiles
        • 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
      • Billing Widgets
        • Post Widget
        • Patient Balance Widget
      • Changing Billing Status Automatically
        • Lock a note and automatically change the billing status
        • How to change the billing status automatically to Paid in full and Balance due from the billing screen?
      • Custom Procedures
        • How to create a Custom Procedure Code
        • Video: Creating New Custom Procedure Codes
        • How do I update or archive my custom procedures?
        • Exporting Custom Procedure Codes
      • Daily Billing Problem Email
        • Managing Your Daily Billing Problems Email
        • How do I Stop Receiving Daily Billing Problem Emails?
      • Good Faith Estimate
        • 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?
      • Hiding Billing Screens
        • Hiding Billing Screens
      • Follow Up Dates
        • Customized Follow-up Dates: Setting up your account
        • Customized Follow-up Dates: Utilizing within your account
        • Customized Follow-up Dates: Reporting
        • Customized Follow-up Dates: Can we turn it off?
      • Month End Close
        • 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
      • No-show appointments
        • How Do I Bill For a No-Show Appointment?
      • Patient Billing Statements
        • 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
      • Payer IDs
        • Searching Enrolled Payers First
        • What does PRNT mean when it is part of the payer id?
      • Persistent Codes
        • How do I carry over CPT codes from visit to visit?
        • How Do I Set a Billing Modifier to a Code So it Always Populates?
      • Place of Service (POS) codes
        • Telehealth POS codes 02 and 10
        • How to Change the Place of Service (POS) for a Specific Appointment
        • POS 12 and HCFA Box 32
      • RTE: Real Time Eligibility
        • Real-Time Eligibility Dashboard
        • Save Time with Auto Eligibility Checks
        • Creating an Eligibility Profile
        • Create and Use Eligibility Groups
        • Specialty Specific Eligibility
        • Real-Time Eligibility Verification from a Patient's Chart
        • Eligibility Checks in the Appointment Window vs. the Patient's Chart
        • Running Eligibility when the Claim goes to an Alternative Payer
      • Sales Tax
        • Sales Tax Feature
        • Video: Using the Sales Tax Feature
      • Supervising Providers
        • How Can I Set Up a Supervising Physician?
        • How to print Supervising Provider details on the HCFA-1500 form
      • Timely Filing Letters
        • Timely Filing Letter
      • Underpaid Items
        • What are Underpaid Items?
    • Business Intelligence Tools
      • Reporting Options
        • Payment Analysis Report
    • Claims
      • Modifiers
        • HCPCS Modifier LU
        • HCPCS modifier JZ
        • HCPCS Modifier JB
        • HCPCS Modifier JA
      • Getting Started with Claims
        • Lifecycle of a Medical Claim
        • Types of charges that can be added to an appointment
        • Claim Status: What Do They Mean?
        • How to change the Accept Assignment for an Insurance?
        • How many NPI numbers/tax IDs can I have associated with my account?
      • Auto Accident Claims
        • Submitting Auto Accident Claims through DrChrono
        • New York No Fault Form - NF3
        • Auto Accident Claims: Option to add a business name as policy holder
        • 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
      • Claim Rejections
        • Discovering reasons for rejection
          • Why is this Claim Being Rejected?
        • How to correct specific rejections
          • Error message: "Billing Status and Payment Profile is contradicting"
          • Error message: Missing Information: Ordering Provider office: zip code is missing
          • 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".
        • Resubmitting a corrected claim
          • How to Resubmit a Corrected Claim?
        • Timely Filing Limits
          • How do I submit proof of timely filing to insurance?
          • Medicare rejection for timely filing
      • Claim Submission
        • Have questions regarding Medicare's Global Surgery guidelines?
        • Documentation Type Requirement for Alaska Medicaid
        • Claim File Submission
          • What time are claim files submitted?
        • Durable Medical Equipment (DME) Claims
          • Billing a Durable Medical Equipment (DME) Claim
        • Multiple Primary Insurances
          • Video: Working with multiple primary insurances
          • Submitting Claims to Multiple Primary Insurances.
        • Payer ID numbers
          • How do I find the payer ID number?
        • Purchase Service Provider
          • How do I add the purchased service provider information to a claim?
        • Reordering items on a HCFA 1500 form
          • Video: Rearranging ICD10 codes
          • How to Reorder ICD-10 and CPT/HCPCS Codes in an Appointment in the Live Claims Feed
        • Submitting to Primary Insurance
          • Billing emergency services to Medi-Cal
          • Billing claims to the Veterans Administration
          • How to Submit a Claim to an Insurance Company
          • How to submit Bulk Claims to a payer
        • Submitting a claim with a zero charge
          • Can I Submit a Claim with a Zero Charge?
        • Submitting to Secondary or Tertiary insurance
          • How to submit claims to a tertiary insurance and post payments?
        • Video: Billing a claim from the patient's appointment window
      • Institutional Claims
        • Getting started with institutional billing
          • Institutional Billing with DrChrono
          • How to add insurance information for an institutional claim
          • Printing UB04 Forms
          • Video: Printing a UB04 form
          • Video: Aligning your UB04 form
        • Adding elements on the UB04 form
          • 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?
      • Professional Claims
        • Getting Started with Professional Claims
          • Date of Current Illness vs Initial Treatment date; what is the difference?
          • Video: Cloning a Claim
        • Adding Elements on the HCFA 1500 Form
          • HCFA 1500 Box 23 - Print CLIA number on claim form
          • 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 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
          • 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?
          • HCFA 1500 Box 24C - How Do I Enter an emergency indicator and reason?
          • Video: HCFA box 32 for claims with POS code 12
        • Anesthesia Billing
          • Anesthesia code calculations
      • Void Claims or Item on claims
        • How to Submit a Voided Claim to a Payer?
        • Video: Submitting a Void Claim
        • How to delete a charge on an appointment from the Live Claims Feed
      • Workers' Compensation Claims
        • Submitting Worker's Comp Claims through DrChrono
        • New York Form C4.3 - Doctor's Report of MMI/Permanent Impairment
        • 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
    • CPT Updates
      • CPT 2023
        • CPT 2022
          • 2022 CPT, ICD-10, and HCPCS code updates
        • CPT 2021
          • E & M coding changes- effective January 1, 2021
          • Changes to 2021 E & M Codes
      • Enrollment: EDI Electronic Claims Submissions
        • Getting Started with Electronic Claims (EDI)
          • Are Payer IDs Specific to the Clearinghouse or the Insurance Company?
          • Bulk Edit Payer IDs
          • Clearinghouse 101
          • How to use alternate pay to address for EDI transmission?
          • View Billed Claim Details
        • EDI Submission
          • Scrubbing Errors: What do they mean?
          • Medicare Smart Edits
          • EDI Claim File Indicators
          • How to avoid claim filing indicator rejections
          • If I Have Submitted my EDI and/or ERA Paperwork, Can I Bill Claims Right Away?
          • How Long Until I am Approved to Submit Claims?
        • ePS - eProvider Solutions
          • eProviderSolutions (ePS) Claim Scrubbing
          • eProvider Solutions- Who are they?
          • eProvider Solutions- Will my payer ids change?
          • eProviderSolutions: Available services display in the patient's chart
          • eProvider Solutions - Payer Search
          • eProvider Solutions - Submitting paper secondary claims
          • Insurance Set up Screen for those utilizing ePS clearinghouse
          • Requesting Medicare Real Time Eligibility through ePS
          • EPS Enrollment Module
            • 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?
          • ePS Claim Validation
          • How to enroll with ePS for just real time eligibility checks
        • TriZetto Provider Solutions
          • Requesting additional enrollments through TriZetto
      • Live Claims Feed
        • Getting Started with the Live Claims Feed
          • 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?
        • Printing Claim Forms
          • Printing selected HCFA-1500 forms from the Live Claims Feed
          • How Do I Print a HCFA-1500 Form?
          • Printing an institutional claim form - UB04
          • How Do I Print Superbills Individually, for a Single Day or a Date Range?
          • How to bulk print HCFA forms within DrChrono?
      • RCM Tasks
        • Getting Started with RCM Tasks
          • What is the RCM Tasks Page?
        • RCM Tasks and billing
          • What do I do With Tasks my Biller Assigns Me?
          • How do I Communicate/Send Messages to my Biller?
        • RCM Tasks and Signing Charts
          • Using RCM Tasks to View and Sign Charts
      • Patient Payments
        • DrChrono Payments
          • 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
          • Stripe
            • DrChrono Payments: Getting started with Stripe
            • Stripe M2 Card Reader
            • DrChrono Payments: Viewing Daily Discount Deposits via the dashboard
            • DrChrono Payments Stripe: Light indicators on BBPOS hardware
            • 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
          • WorldPay
            • DrChrono Payments: WorldPay Common Failure and Decline Codes
            • DrChrono Payments: WorldPay Understanding Chargebacks
            • DrChrono Payments: WorldPay PCI Compliance
          • DrChrono Payments: Adding a new Merchant ID
          • Pairing your M2 Device to your DrChrono account
          • DrChrono Is Down: How to Use PaySimple Directly
        • Applying Patient Discounts
          • How do I apply a discount on a patient's account?
        • Auto Fill and Auto Allocate Options
          • Patient Payments Auto Allocation FAQ
          • Auto Fill Patient Payments
        • Correcting Posting Errors
          • Correcting a payment in the Patient Payments system
          • Deleting a payment in the Patient Payments system
          • How to delete payer adjustments and/or patient responsibility amounts
          • How Do I Unallocate a Payment if it is Posted to a Wrong Appointment?
        • Allocated and Unallocated Payments
          • Allocated vs Unallocated Patient Payments
          • Refunding an Unallocated Payment
        • Moving Patient Payments
          • Apply money from unallocated to the appointment while in Patient Payments
          • Apply money from unallocated to the appointment while in the Live Claims Feed
          • Moving money from an appointment to a patient's unallocated
        • Patient Payment Plans
          • 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
        • Patient Receipt
          • Text, Email, and Print options for patient receipts
          • Video: Printing Patient Superbills
          • Printing Patient Receipt and Superbills
        • Patient Text-to-Pay
          • Text-to-Pay: How does it work?
          • Text-to-Pay: Initiating a text link from within the patient's chart
          • How to update name and address on text-to-pay link
          • Text-to-Pay: Resending a payment link
          • Text-to-Pay: Resending a receipt
          • Text-to-Pay: Refunding a payment
        • Payment Profile
          • Payment Profile for Cash Appointments
        • Posting Patient Payments
          • 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
        • Stripe Payments
          • Patient Payments through Stripe in DrChrono
        • Square Payments
          • 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
        • Subscription Memberships
          • Setting up Subscription Memberships
          • Editing, Archiving, and Duplicating Subscription Memberships
          • Adding a subscription membership to a patient's account
          • Deleting a Subscription Membership Plan
      • Insurance Payments
        • Adjustment Codes on EOBs and ERAs
          • What do the CO, OA, PI & PR Mean on the Payment Posting?
        • Adjustment Master
          • How to use the Adjustment Master screen?
        • Archiving EOBs and ERAs
          • Archive an EOB/ERA
        • Crossover Payer
          • Crossover payers
        • Custom Adjustment Reasons
          • Create new Custom Adjustment Codes
          • Using Custom Adjustment Codes
          • Editing and Reordering Custom Adjustment Reasons
          • Running reports for Custom Adjustment Reasons
          • Video: Custom Adjustment Codes
        • Electronic Funds Transfer (EFT) and Paper Checks
          • Does the Insurance Payment go to DrChrono or will it Come to the Practice?
          • How can I convert to EFT payments?
        • Electronic Remittance Advice (ERAs)
          • 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
        • Insurance Credit Card Payments
          • Insurance Credit Card Payments: What are they?
          • Insurance Credit Card Payments: Do I have to accept it?
          • Insurance Credit Card Payments: How do I process it?
          • Insurance Credit Card Payments: How do I attach an ERA?
          • Insurance Credit Cards: Can I refund or send back the money via the virtual card?
        • Insurance Interest Payments
          • How Do I Post an Interest Payment from a Payer?
        • Insurance Retractions/Pull Backs
          • How to Post a Retraction Payment from the Insurance Company?
        • Manual Adjustments
          • How to Bulk Adjust Claims
          • Is there an automated way to adjust balances?
          • How do I post a payer/insurer/provider adjustment?
          • Moving charges listed under Ins Bal to the patient
        • Manual Posting
          • Posting Multiple Insurance Transactions from a single EOB
        • Payment Automation
          • How to auto set a billing status when ERA is received and patient paid the balance in full?
        • Reconciling ERAs/EOBs and Deposits
          • Manually verifying ERAs prior to posting
          • How Can I Reconcile the ERA and EOB payments?
        • Reimbursement
      • Clinical
        • C-CDA
          • 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
          • Data Included in C-CDA Exports from DrChrono
          • Enhanced C-CDA Exporting (Bulk Export and Scheduling of Export)
          • CCDA OnPatient Notes Process
        • Clinical Notes
          • Managing Clinical Notes
            • Copy Previous Clinical Note from a Persistent Form
            • Clinical Notes Auto Save Indicator
            • Exclude Clinical Notes from an Appointment
            • Using the Copy Diagnostics to Clipboard Function
            • Reordering procedure and diagnosis codes within the clinical note
            • The Many Ways You Can Start Charting
            • Adding an Amendment to a Patient's Chart
            • Recording Vitals and How the Data is Displayed (Web & iPad)
            • Use Print Section to Print a Work/School Excuse Form
            • How to Bulk Lock Clinical Notes
            • Pediatric Growth Charts
            • Charting By Exception
            • How does a supervising provider sign off on a rendering provider's clinical note?
            • How do I print out all medical records for a patient?
            • How to Search for a Clinical Note
            • Accessing Patient Documents when Charting on the Web
            • Add an amendment to a clinical note
            • How do I unlock a clinical note?
            • I can't find my patient's clinical note!
            • Copying a Previous Note (Web)
            • Printing and Downloading Your Clinical Notes
            • How do I lock a clinical note?
            • FAQ- Copy Previous Clinical Note from a Persistent Form
          • Note Settings
            • 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?
        • COVID-19 Resources
          • COVID-19 Vaccine Code Tool
          • Adding the COVID-19 Vaccine to a Patient's Chart
          • New modifiers FQ and FR
          • How to Access the Coronavirus Screening Questionnaire in DrChrono
          • Coronavirus Disease 2019: Ordering Labs in DrChrono
        • Document Management
          • How do I upload a document to a patient file?
          • Uploading Multiple Documents for Different Patients
        • EHI Bulk Data Export
          • EHI Export: Overview
          • EHI Export FAQ
          • Creating a New Request : EHI Export
          • DrChrono EHI Export Reference Guide v1
          • DrChrono EHI Export Reference Guide v2
          • Glossary: Data Elements (EHI Export) v1
          • Glossary: Data Elements (EHI Export) v2
          • Single Patient and Bulk Export File Folder Contents (EHI Export)
          • Understanding EHI Data Mapping in Exported Files v1
          • Understanding EHI Data Mapping in Exported Files v2
        • E-prescribing
          • eRx and EPCS Setup and Registration
            • 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
          • eRx (Non-controlled Substances)
            • Compound Medications
              • How to electronically prescribe a compound medication with a controlled substance
              • How to prescribe a compound medication for a non-controlled substance
            • How to prescribe for eRx Supervising Providers with Multiple Locations (web)
            • Diagnosis Codes in Rx (ONC Changes)
            • RxFill Message (ONC Update)
            • Rx Change Requests
            • Prescribing Medications via DrChrono's Web App
            • Canceling a Prescription in the Prescription Logs
            • Canceling a Prescription
            • Changing a medication to an inactive status
            • How do I send multiple eRx orders at the same time from the patient chart?
            • Refills
              • eRx Refill Requests
              • Refilling a Medication
          • Electronic Prescriptions for Controlled Substances (EPCS)
            • Electronically Prescribing Schedule III and IV Controlled Substances
            • ePrescribing with multiple SPI (SureScripts Prescriber ID) locations from the Web
            • Prescription Drafts
            • Electronic Prescribing of Controlled Substances (EPCS) Based on the DEA Schedule
            • 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?
          • Additional Resources
            • How do I enter days supply in prescriptions and medications?
            • Making Prescription Profiles
            • Refill Requests: What's new?
            • Sending a Prescription with a Supervising Provider
            • Setting Up Your Bamboo Health Integration
            • How to Use CoverMyMeds on the Web
            • Ordering DME (Durable Medical Equipment)
            • 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?
          • Working With Pharmacies
            • Immunizations Registry - Vaccination Information Statement
            • Submitting a Manual Prior Authorization - CoverMyMeds integration(Web)
            • Searching for Your Patient's Pharmacy
            • FAQ- Submitting a Prior Authorization using the CoverMyMeds integration (Web)
            • Submitting a Prior Authorization using the CoverMyMeds integration (Web)
            • Setting Multiple Favorite Pharmacies for Patients
            • Managing your Favorite Pharmacies
            • Appropriate and Inappropriate Use of the 'Notes to Pharmacy' Field
          • First Databank (FDB)
            • First Databank (FDB) FAQ -eRx, EPCS and Prescribing compound medication
            • First Databank FAQ
            • The New Drug Database Is Available in DrChrono
          • Prescribing Compound Medications (Web)
          • Prescribing Compound Medications (Mobile)
        • Building Forms
          • Clinical Form Management
            • Clinical Form Management
            • Form Builder Direct Archive (Clinical Form Management)
          • Form Builder
            • Best Practices for Building Custom Forms
            • 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
          • Formatting
            • Reordering Forms
            • Detailed Clinical Note Formatting
            • How do I manage freedraw settings?
          • Macros
            • Creating and Using Macros
          • Sharing
            • Form Library
            • Sharing Templates with Other DrChrono Users
          • Tag Management
            • Create Form Tags
            • How do I create tags to attach to a patient document?
        • Immunizations
          • Immunizations/Vaccinations
            • IIS Publicity Profile - Immunization
            • Immunization Records
          • Immunization Registry
            • FAQ- Iron Bridge Integration (Immunization Registries Partner)
            • Onboarding Steps for Iron Bridge Integration - Immunization Registries
            • How to use the Iron Bridge Integration (Immunization Registries Partner)
        • Labs
          • Health Gorilla - List of connected labs
          • Quest Diagnostics - Good Faith Estimate Tool
          • 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
          • 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
        • Patient Chart
          • Chart Management
            • 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
            • How to Use the Medication History Feature
            • Social Security or Social Insurance or National Identification Numbers in the Patient Chart
            • Print Patient Demographics | View Patient Face Sheet
          • Chart Optimization
            • Improved Patient Demographics
            • Customize the Patient Chart Header
            • Customize the Patient Chart Sidebar
            • Patient Chart Allergy List
            • Patient Chart Header
            • Patient Chart Permissions
            • Patient Chart Problem List
            • Patient Chart Sidebar Navigation
            • Patient Chart Summary
          • Communication
            • Demographics
              • Add Patient Preferred Pharmacies in DrChrono
            • Documents
              • Implantable Devices
                • Medication List
                  • Patient Education
                    • Patient Education Materials: How do I use a document another provider uploaded?
                    • Patient Education Materials: How do I view public documents?
                    • Patient Education Materials: How do I privately share a document with my patient?
                    • Patient Education Materials: How do I upload and share a document publicly?
                  • Problem List
                  • Telehealth
                    • Telehealth with Multiple Offices
                    • What's New with Telehealth
                    • Getting Started with Telehealth in DrChrono
                    • Consent Forms and Telehealth Visits
                    • Joining a Video Visit for the Patient
                    • Telehealth Visits FAQ
                    • Telehealth Troubleshooting FAQ
                  • Vitals
                    • Overview of Vital Flowsheets
                    • Adding Vitals to Vital Flowsheets
                    • Creating Custom Vitals
                • Customer Support & Troubleshooting
                  • Contact Support
                    • Access DrChrono Support
                    • Contact Your Account Manager
                    • DrChrono Feature Requests
                    • DrChrono Support PIN
                    • Unlock Your DrChrono Account
                  • Troubleshooting
                    • Connection
                      • Subscribe for DrChrono System Notifications with Our Status Page
                      • I am having trouble getting connected
                      • How do I setup printing from my iPad?
                    • General
                      • 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
                      • How to Update to the Latest Web Browser
                      • 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?
                    • iPad
                      • Troubleshooting Speech to Text
                    • Telehealth
                      • How to Disable Emoji Reactions for Telehealth Visits
                    • Website
                      • Browser Extension and Security FAQ
                      • Why can't I fax this document?
                • Messages & Tasks
                  • Message Center and Communication
                    • Direct Messaging
                      • Setting Up Direct Messaging
                      • Direct Messaging
                      • Sending Direct Messages
                    • Faxing
                      • Fax Documents
                      • Attaching a Fax to a Patient's Chart
                      • Splitting a Fax
                      • How do I port my fax number out of DrChrono?
                      • What should I do if my sent faxes are too dark, too light, blurry, hard to read?
                      • Port Your Fax Number to DrChrono
                      • Can I send a message through faxing? (Without attached referrals or documents)
                      • How do I rotate faxes within DrChrono?
                      • Where can I locate my fax number?
                      • How many fax pages does my plan allow?
                    • Emailing Patients
                      • Sending Email through DrChrono
                      • Saving an Email Template
                    • Notifications
                      • Message Center Notifications
                    • Practice Chat
                      • Practice Chat Notifications
                      • How do I access practice chat from the web based EHR?
                    • Referrals
                      • Adding a Referral and Managing Referral Source Permissions
                      • How can I add a referring doctor to my contacts?
                      • (Video Tutorial) How to use the Iron Bridge Integration -Immunization Registries Partner
                      • Sending a Referral (Web)
                      •  Sending Referrals (Video)
                      • Where does the Reason for Referral information come from?
                  • Task Center
                    • Viewing Tasks by Due Date
                    • How do I create a task?
                    • How do I edit a task?
                    • How do I delete a task?
                    • How do I create a task status?
                    • How do I view an archived/deleted task?
                    • How do I create a task template?
                    • How do I change the status of a task?
                    • How do I create a task category?
                    • How do I assign a task to a group?
                • Mobile
                  • DrChrono Check-In App
                    • Onboarding
                      • Check-In App Overview
                      • Taking a Picture of Insurance Cards in the Check-In App
                      • Adding Gender Identity and Sexual Orientation to the Check-In App
                    • Scheduling
                      • Creating an Appointment through the Check-In App
                      • Adding a Patient on the Check-In App
                    • Setup
                      • What version of the EHR and Check-In app I am running?
                      • Customizing the Check-In Workflow for Onboarding/Kiosk Mode
                      • Disabling Your Top/Home Button with Guided Access
                      • Getting Started with Kiosk Mode
                      • Using Practice Chat through the Check-In App
                  • DrChrono EHR Mobile iPad
                    • Account
                      • Push Notifications on iPad
                      • What is the most recent version of the iPad app?
                      • Customizable Patient Menu on the iPad
                      • Add a Patient's Address to the Appointment Window on the iPad
                      • Using Multi-Finger Touch for Faster Navigation on the iPad
                      • Change or Disable the DrChrono iPad Pin
                      • Enable Touch ID Fingerprint or Face ID Login on the iPad
                      • Run a Meaningful Use Report on the iPad
                      • Practice Chat on the iPad
                    • Charting
                      • 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
                      • 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?
                      • Signing and Locking a Clinical Note on the iPad
                      • Copying a Previous Note on the iPad
                      • How do I use drawing tools on the iPad?
                      • Adding a Signature to Outbound Faxes on the iPad
                      • M*Modal's Speech-to-Text Integration with DrChrono on the iPad
                    • E-prescribing
                      • Prescription Drafts on the iPad
                      • Prescribing with your Narcotics Addition DEA Number on the iPad
                      • GHB Controls on the iPad
                      • How do I enter days supply in prescriptions and medications on the iPad?
                      • Canceling a Prescription on the iPad
                      • How do I use the dose calculator on the iPad?
                      • Batch Ordering Schedule II Controlled Substances on the Mobile EHR App
                      • Compound Medications on the iPad
                      • How do I search for a pharmacy by ZIP Code 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
                    • Message Center and Tasks
                      • Message Center Overview on the iPad
                      • Creating a Task on the iPad
                      • Sending a Referral through the iPad
                      • How do I sign inbound faxes on the iPad?
                    • Patient Chart
                      • How do I add a patient's picture to their chart on the iPad?
                      • How do I create a patient on the iPad?
                    • Patient Menu
                      • 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
                      • 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
                      • Enter the Onset Date on the iPad
                      • Adding Medications to the Patient Medication List on the iPad
                    • Paysimple on iOS
                      • Taking Payments with DrChrono Payments on iOS (iPad and iPhone)
                    • Scheduling
                      • 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
                    • Telehealth on the iPad
                      • Scheduling an Appointment during a Telehealth Appointment on the iPad
                      • Sharing your Screen during a Telehealth Appointment with the iPad
                      • Quick Charting on iPads
                      • Video Visits on the iPad EHR App
                  • DrChrono EHR Mobile iPhone
                    • Account
                      • Practice Chat on the iPhone
                      • Enable Touch ID Fingerprint or Face ID Login on the iPhone
                      • Change or Disable the DrChrono iPhone Pin
                      • Add a Patient's Address to the Appointment Window on the iPhone
                      • Customizable Patient Menu on the iPhone
                      • Push Notifications for iPhone
                      • What is the most recent version of the iPhone app?
                    • Charting
                      • 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
                    • e-Prescribing
                      • Sending a Prescription through the iPhone EHR App
                      • Sending a Favorite Prescription on the iPhone EHR App
                      • Compound Medications on the iPhone
                    • Message Center and Tasks
                      • Message Center Overview on the iPhone
                      • How do I sign inbound faxes on the iPhone?
                      • Sending a Referral through the iPhone
                      • Creating a Task on the iPhone
                      • How do I fax a document from the iPhone?
                      • Adding Your Signature to a Referral on the iPhone
                    • Patient Chart
                      • Adding a patient through the iPhone EHR app
                      • How do I add or change a patient's picture to their chart on the iPhone?
                    • Patient Menu
                      • 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
                    • Scheduling
                      • 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?
                    • Telehealth on the iPhone
                      • Scheduling an Appointment during a Telehealth Appointment on the iPhone
                      • Sharing your Screen during a Telehealth Appointment with the iPhone
                      • Video Visits on the iPhone EHR App
                      • Quick Charting on iPhones
                • OnPatient
                  • OnPatient for Patients
                    • Account Management
                      • How do I activate my OnPatient account?
                      • OnPatient Password Requirements
                      • I forgot my OnPatient password. How do I reset it?
                      • How do I cancel my OnPatient account?
                      • Accessing Your Health Profile through OnPatient
                      • Paying patient statements through the OnPatient portal
                      • Connect to Your OnPatient Account with Different Providers
                      • What is the Representative option used for?
                      • How do I change the email address associated with my OnPatient account?
                      • 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?
                      • I don’t feel comfortable providing my Social Security Number as part of the identity verification process for OnPatient portal access. Do I have any other options?
                      • Families Using OnPatient
                      • How do I disconnect my OnPatient account?
                    • General
                      • How to Add/Save Credit Cards and Make Payments in Onpatient for DrChrono Payments
                      • How do I access my Good Faith Estimate in OnPatient?
                      • How do I download or send my CCDA file in OnPatient?
                      • What is OnPatient?
                      • How do I create an OnPatient account?
                      • OnPatient Overview Video
                      • How is my information kept secure?
                    • Appointments
                      • 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
                    • Patients Invited by Doctors
                      • Communication
                        • Can I communicate with my doctor using OnPatient?
                        • How do I give my doctor information about a medical issue?
                        • How do I review messages I've sent?
                        • How do I access my lab results?
                        • I am unable to attach files and send it to my provider. What is the file format that I can attach?
                      • OnPatient Mobile App
                        • OnPatient App Overview Video
                        • OnPatient Mobile App Overview and Settings
                        • Telemed Visits with the OnPatient App
                        • Scheduling an Appointment on the OnPatient App
                        • Checking In to an Appointment with the OnPatient App
                        • Messaging with Providers
                        • Sharing Health Data from your iPhone
                    • OnPatient for Providers
                      • Getting Started with OnPatient
                        • How does a patient activate their OnPatient account?
                        • DrChrono and OnPatient: Overview
                        • OnPatient: Scheduling, Rescheduling & Canceling an Appointment
                        • OnPatient Basics
                        • An Introduction to OnPatient: Core Features & Capabilities
                      • Account Management
                        • Enabling Online Scheduling in Your Office
                        • How to Access Your OnPatient Settings
                        • Families Using Onpatient (What if my entire family only wants to use one email address?)
                        • Customizing the OnPatient Onboarding/Check-In Interface
                        • OnPatient Onboarding/Check-In Overview
                        • 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
                      • Billing and Patient Payments
                        • Square: Save Patient Card Info & Process Payment
                        • OnPatient FAQ: Why can't my patients see statements in OnPatient?
                        • Adding a Credit or Debit Card in OnPatient
                        • Automatically Sending Statements to OnPatient
                        • Enabling Patient Payments in OnPatient
                      • Appointments
                        • Checking In for an Appointment with OnPatient
                        • Rescheduling an Appointment Through OnPatient
                        • Viewing Past Appointments in OnPatient
                        • Canceling an Appointment through OnPatient
                        • Viewing Notifications of Appointments Scheduled through OnPatient
                      • Patient Management
                        • How do I know if my patient has signed up for OnPatient?
                        • A patient has left our practice. How do they disconnect their OnPatient account?
                        • 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
                      • Communicating through OnPatient
                        • Adding an Attachment from an OnPatient Message
                        • How to Enable OnPatient Messaging
                        • Sending Secure Messages to Patients
                        • Sending Files to Your Patient
                        • Sending a Message or Picture to a Provider through OnPatient
                        • How can I view messages I previously sent to my patients?
                      • OnPatient FAQ
                        • 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?
                      • Mobile App
                        • Checking In to an Appointment
                        • OnPatient App Overview Video
                        • OnPatient Mobile App Overview and Settings
                        • Messaging with Providers
                        • Register Organizations for Health Records on iPhones
                        • Scheduling an Appointment on the OnPatient App
                        • Sharing Health Data from your iPhone
                        • Telemed Visits with the OnPatient App
                  • Partner & API Resources
                    • API
                      • Getting Started
                        • App Management
                        • DrChrono API Application
                        • Getting started with our APIs via Postman
                        • Getting Started with DrChrono API with Python and C#
                      • FAQs & Troubleshooting
                        • How to handle API Errors
                        • Private vs Public API application
                        • API Bulk Endpoints
                        • DrChrono Lab API and Webhook
                        • API Lab Interface Capabilities
                        • Adding Image to Clinical Note Template
                    • Partner Resources
                      • DrChrono's Partner Marketplace
                      • Recall Partners
                      • Waitlist Partners
                      • DrChrono Partner Support
                        • Contacting DrChrono Partner Support
                      • Birdeye
                        • Birdeye
                        • Birdeye, DrChrono Marketplace Link
                      • ClearGage
                        • ClearGage, DrChrono Marketplace Link
                        • ClearGage Support Resources
                        •  ClearGage, DrChrono Integration Demo Video
                      • DeepScribe
                        • DeepScribe, DrChrono Marketplace Link
                        • DeepScribe & DrChrono, Single Sign On link
                        • DeepScribe Support Resources
                      • DrChrono Immunization Registries (IronBridge)
                        • DrChrono Immunization Registries Sign up
                      • Fullscript
                        • FullScript, DrChrono Marketplace Link
                        •  FullScript, DrChrono Integration Demo Video
                        • Fullscript Support Resources
                      • Holly by Nimblr
                        • Holly by Nimblr & DrChrono, Single Sign On link
                        • Holly by Nimblr, DrChrono Marketplace Link
                        • Holly by Nimblr Support Resources
                      • LifePoint Informatics
                        • LifePoint Informatics, DrChrono Marketplace Link
                        • LifePoint Support Resources
                        •  LifePoint + Drchrono Integration Overview Video
                      • NextPatient
                        • NextPatient Marketplace Link
                        • NextPatient Support Resources
                      • OutcomeMD
                        • OutcomeMD & DrChrono, Single Sign On link
                        • OutcomeMD, DrChrono Marketplace Link
                        • OutcomeMD Support resources
                        • OutcomeMD set up with DrChrono
                        • OutcomeMD, DrChrono staff authentication errors
                        • OutcomeMD, integrating DrChrono diagnosis codes
                        •  OutcomeMD + DrChrono , Electronic Patient Reported Outcome Tool video
                      • PatientCollector (Inuvio)
                        • PatientCollector (Inuvio), DrChrono Marketplace Link
                        • PatientCollector (Inuvio) Support Resources
                      • Tebra
                        • Tebra (formerly PatientPop), DrChrono Marketplace Link
                        • Tebra, PatientPop Support Resources
                      • Updox
                        • Sign in to Updox from DrChrono
                        • Updox Premium Features Website
                        • How to Port your fax number to Updox
                        • How to contact Updox Partner Support
                      • Weave
                        • Weave, DrChrono Marketplace Link
                        • Weave Support Resources
                      • ZocDoc
                        • Zocdoc, DrChrono Marketplace Link
                        • ZocDoc Support Resources
                  • Patient Management
                    • Consent Forms
                      • Archiving Signed Consent Forms
                      • Adding and Setting Up Consent Forms
                      • Consent Forms vs. Check-In Process
                    • Patient Flags
                      • Adding a Flag to a Patient Chart
                      • How to Create a Patient Flag
                      • Removing a Patient Flag
                      • Setting Up and Using Patient Flag Alerts in DrChrono
                    • Patient Groups
                      • Creating and Managing Patient Groups
                    • Patient Information
                      • 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
                      • Change Active Patient Status to Inactive or Deceased
                      • 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
                    • Patient List
                      • Exporting Patient Demographics
                      • How to find your inactive patients?
                    • RecordSync
                      • RecordSync OverviewNew
                      • Set Up RecordSyncNew
                      • Retrieve Clinical Documents with RecordSyncNew
                      • Reconcile Clinical Data with RecordSyncNew
                      • RecordSync and MIPS ReportingNew
                    • EverHealth 365 Viewer
                    • Regulatory
                      • Certification
                        • Real World Testing
                          • DrChrono 2025 Real World Test Plan
                          • DrChrono 2024 Real World Testing Results
                          • DrChrono 2024 Real World Testing Plan
                          • DrChrono 2023 Real World Test Results
                          • DrChrono 2023 Real World Test Plan
                          • DrChrono 2022 Real World Test Results
                          • DrChrono 2022 Real World Test Plan
                        • ONC (HIT) - Office of the National Coordinator for Healthcare Information Technology
                        • General MIPS Information
                          • C-CDA
                            • C-CDA Files and DrChrono
                          • Decision Support Intervention
                            • Decision Support Intervention (DSI) Rules
                          • FHIR
                            • SMART on FHIR Application Enhancements
                            • Activating your FHIR APIs
                            • What is FHIR API?
                            • What to Expect with FHIR APIs
                            • FHIR API FAQ
                            • Set Up ConnectEHR for FHIR
                            • Connect Patient Dynamic FHIR API to OnPatient
                          • Getting Started with MIPS
                            • Is DrChrono ONC Certified Health IT?
                            • (MIPS) Submitting Your Data
                            • (MIPS) Verifying Your Final Eligibility
                            • What is MIPS?
                            • (MIPS) Selecting a Reporting Option
                            • Check Your MIPS Participation Status
                          • QRDA
                            • Importing QRDA I Files
                            • Exporting QRDA I Files from DrChrono
                            • Exporting QRDA III Files
                        • MIPS Reporting
                          • MIPS 2025
                            • MIPS ePrescribing: Calculating Measures and Associating Prescribers with Offices
                            • Getting Started with MIPS
                            • Promoting Interoperability (PI) 2025 MIPS Dashboard Reporting
                            • (MIPS) Performance Categories Overview
                            • MIPS Provide Patients Electronic Access to Their Health Information
                          • MIPS 2024
                            • eCQMS 2024
                              • (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
                              • Preventive Care and Screening: Screening for Depression and Follow-Up Plan CMS2v13
                            • MIPS Resources
                              • MIPS 2024 Individual vs. Group Reporting
                              • MIPS 2024 Quality Payment Program Special Statuses
                              • 2024 MIPS Reporting Resources
                              • MIPS Assist Program
                            • Promoting Interoperability 2024
                              • (2024 MIPS) Immunization Registry Reporting
                              • (2024 MIPS) Query of Prescription Drug Monitoring Program (PDMP)
                              • (2024) High Priority Practices Guide of the Safety Assurance Factors for EHR Resilience (SAFER) Guides
                              • Promoting Interoperability (PI) 2024 MIPS Dashboard Reporting
                          • MIPS 2023
                            • eCQMs through DrChrono 2023
                              • 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
                            • MIPS Resources
                              • How to Apply for a MIPS 2023 COVID Exception
                              • What's New for MIPS in 2023?
                            • Promoting Interoperability 2023
                              • 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)
                            • Quality Measures through Healthmonix MIPSpro 2023
                              • 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
                          • MIPS 2022
                            • Quality Measures 2022
                              • 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)
                            • Promoting Interoperability 2022
                              • 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
                          • Healthmonix
                            • MIPSpro by Healthmonix
                            • Entering Data into DrChrono to Sync with Healthmonix MIPSpro (Video)
                            • Healthmonix MIPSpro Procodes
                            • How can I report on other measures with Healthmonix?
                            • Where do I enter information and data in DrChrono in order to report it with Healthmonix MIPSpro?
                        • MIPS Dashboard
                          • Navigating the MIPS Dashboard (2025)
                          • Navigating the MIPS Dashboard (2024)
                      • Release Notes
                        • DrChrono Release Notes
                          • Release Notes 2025
                            • Release Notes - June 5, 2025
                            • Release Notes - May 30, 2025New
                            • 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
                          • Release Notes 2024
                            • 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
                          • Release Notes 2023
                            • 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
                        • DrChrono Mobile Release Notes
                          • Release Notes Version 11.1
                            • DrChrono EHR - Version 11.1.3New
                            • DrChrono EHR - Version 11.1.2
                            • DrChrono EHR - Version 11.1.1
                            • DrChrono EHR - Version 11.1.0
                          • Release Notes Version 11.0
                            • Release Notes for DrChrono Mobile Version 11.0.120
                            • 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
                      • Reports
                        • 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?
                        • Patient Reports
                        • Productivity Reports
                        • Reporting on Custom Demographics
                      • Schedule
                        • Appointments Dashboard
                          • The Appointments Dashboard
                        • Appointment Profiles and Templates
                          • 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
                        • Appointment Recovery
                          • Recovering a Deleted Appointment and Clinical Note
                        • Availability Search
                          • How do I use availability search?
                        • Bulk Appointments
                          • Bulk Schedule Appointments
                        • Calendar
                          • Blocking Non-Working Hours (Breaks/Vacation)
                          • Changing an Appointment's Status (Web)
                          • How do I schedule an appointment? (EHR Web)
                          • How do I view the schedule by office or by doctor in DrChrono?
                          • Printing Appointments for any Specific Date Range
                          • Printing Calendar Appointments
                          • Scheduling Recurring Appointments
                          • Setting your Exam Room Calendar Increments
                          • Time Zone Support Updated
                        • Dashboard
                          • Dashboard
                        • Manage Appointments
                          • Reordering procedure and diagnosis codes within the patient's appointment on the schedule
                          • How Recurring Appointments Work in DrChrono
                          • Canceling an Appointment
                          • How do I delete an appointment?
                          • How do I know who scheduled an appointment?
                          • How do I create a custom appointment status?
                          • Hiding Canceled and Rescheduled Appointments from the Schedule
                          • How do I see all recurring events?
                          • How do I remove a recurring appointment?
                          • How do I delete a break from the schedule?
                          • How do I add a patient flag to an appointment?
                          • Changing the Provider on an Appointment from the Appointment Window
                          • Attaching a Consent Form to an Appointment
                          • Enabling or Disabling Overlapping Appointments
                          • 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
                          • What do those tiny initials mean on appointments?
                          • How do I color code an appointment?
                        • Reminders
                          • Reminder Language Settings
                          • Verifying your Patient's Cell Phone Number for Text Message Reminders
                          • Verifying Your Office Phone Number for Reminder Caller ID
                          • Adding Reminders to an Appointment
                          • Appointment Reminders
                          • How do I change the pronunciation of my name in appointment reminders?
                          • How to Set Up a Follow-Up Reminder
                          • Creating and Using Reminder Profiles
                          • Editing Reminder Profiles and Appointment Reminders
                          • Are my patients getting their reminders?
                      • Video Library
                        • Account Customization
                          • Vital Flowsheets
                          • Custom Vital Signs
                          • Macro Buttons
                          • How to Create Custom Patient Demographics
                          • Patient Flags
                        • Account Management and Set Up
                          • Uploading Consent Forms
                          • eRx Favorites and Rx Profiles
                          • Advanced Reporting in DrChrono
                          •  Create Staff Member Accounts
                          • Setting Up and Creating Offices
                        • Billing
                          • VIDEO: Billing Pick List Overview
                          • Creating Custom Procedure Codes
                          • Video: Billing a claim from the patient's appointment window
                          • Custom Price on Fee Schedule
                          • Video: HCFA-1500 box 32 for claims with POS code 12
                          • Video: Adding Notes to a patient's appointment
                          • Video: Unposted ERA Transactions
                          • Video: Custom Billing Statuses
                          • Video: Custom Adjustment Codes
                        • Billing Reports
                          • Video: 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: Patient Analysis Report
                          • Video: Patient Balance/Ledger Report
                          • Video: Patient Follow-Up Appointment 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
                        • Chart Optimization
                          •  Patient Chart Allergy List Tutorial Video
                          •  Patient Chart Header Tutorial Video
                          •  Patient Chart Problem List Tutorial Video
                          •  Patient Chart Settings Tutorial Video
                          •  Patient Chart Sidebar Navigation Tutorial Video
                          •  Patient Chart Summary Tutorial Video
                        • Communication and Tasks
                          • Task Center Overview (Video)
                        • Form Building
                          • 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
                        • iPad
                          • Kiosk Mode in the Check-In App
                          • Speech-to-Text on the iPad
                          • iPad EHR Overview Video
                          • Messaging on the iPad EHR App
                          • How to Save Signatures on the iPad
                          • Square Payments on the iPad
                          • Using Picklists in the EHR app
                          • Making and Using Freedraw Fields
                          • Onboarding a Patient with the Check-In App
                          •  Charting on the iPad
                        • OnPatient
                          • Setting Up OnPatient
                          • OnPatient and DrChrono Side by Side: How They Work Together
                          • An Overview of the OnPatient App
                          • OnPatient for Patients Overview Video
                          • Sending a Message through OnPatient
                          • How to Set Up Online Scheduling
                          • Invite a Patient to OnPatient
                        • Patients and Charting
                          • 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
                        • Reports
                          •  Audit Log
                          • System Reports
                        • Schedule
                          • Appointment Recovery
                          • Appointment Reminders
                          • Appointment Templates
                          • Building Appointment Profiles on DrChrono
                          • Bulk Appointments
                          •  Dashboard Tutorial Video
                          • How to Add a New Patient on DrChrono
                          • How to Hide Canceled and Rescheduled Appointments (Video)
                          •  Schedule Appointments Tutorial Video
                        • Telehealth
                          • Consent Forms and Telehealth Visits
                          • Video Visits on the iPad
                          • Video Visits in DrChrono Web
                      • Home

                      Video Library

                      Account Customization

                      Account Management and Set Up

                      Billing

                      Billing Reports

                      Chart Optimization

                      Communication and Tasks

                      Form Building

                      iPad

                      OnPatient

                      Patients and Charting

                      Reports

                      Schedule

                      Telehealth

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