How do I backup all of my information within DrChrono?

DrChrono offers a number of ways to back up your information. You can learn how to export your patient demographics by going here. There are a lot of other things that you can export and you will learn through this article.

Additional Patient Information

A patient's medications, allergies, immunizations, and problem lists will have to be manually exported for each patient. Please follow the steps below to learn how to do this.

1. From the Patients drop-down, please click on Patient List and select the patient whose record you would like to export. Or you can use the Search box to look up the patient.

2. Once in the patient's file please choose Clinical Dashboard from the side menu.

3. At the top right of the page click on Clinical Summary and choose Download PDF from the drop-down menu.

The export will include:

• Demographics
• Allergies, Adverse Reactions, Alerts
• Encounters
• Family History
• Immunizations
• Instructions
• Medications Administered
• Medications
• Insurance Providers
• Plan of Care
• Problems
• Procedures
• Lab Tests
• Results
• Social History
• Vital Signs

The contents of the PDF are the same as a C-CDA export and the information is pulled from the same sources in DrChrono. For more information see our article here.

The file will be in your Message Center () when complete.

Click on the file to view it. From here you can print or download the file.

If you needed to export Immunizations separately, go to the Immunizations section of the patient's chart. Click on Print Immunization Record.

From here you can print or download the Immunization Record.

Billing

You are able to export your HCFA forms as a PDF for each patient, or all at once. It is recommended you do one patient at a time, so it makes it easier to attach it to a patient's file. The exported HCFA forms will appear in your message center.

Please go to the Billing drop-down and click on Lives Claims Feed.

Here, please enter your search criteria, and select Update Filter. You have multiple options to print under the Export to File menu when you click on the () icon next to the Export to File button.

Note: Clicking directly on the Export to File button to the left of the () Print HCFA options will only export out the details of the claim in a CSV file, and not the line items that you would get when you print out the entire form.

You can change the billing status if needed. Select Print. You will see a message in the top left corner.

Once the forms are generated they will show up in your Message Center (), and from there you will be able to attach them to a patient file or view the document. If you choose to view the document, you will be able to print it out or save it to a file without having to assign it to a specific patient file.

You are also able to export all appointments with CPT and ICD-10 details.

Please go to Reports > Advanced Report and select Custom Export. Please ensure the Appointments tab is selected.

Select the data you would like to include in your report under both the Patient and Appointment tabs. Codes are under the Appointment Filters. You can also use the Check All option to include all of the filters. You can name your report if needed. Click Export when finished.

The report will generate in your Message Center ().

If you would like to search for non-specific ICD-10 and CPT/HCPCS appointment information you are able to do that by going to Reports > Appointment Report.

Enter the search criteria to find what you are looking for. When you have entered in your search criteria select Update Filters.

Once you have successfully found the information you are looking for, choose the Export to File button. The report will then be sent to your Message Center () as a .CSV file for you to save how you see fit.