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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 DemographicsUpdated
      • 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
      • Set Time Zones in DrChrono
      • Setting a Default Appointment Time
      • Using Custom Demographics to Record Attorney Information
      • Using the Practice Group Dropdown
      • 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
      • Restrictions for Trial Accounts
      • What is DrChrono's data recovery plan?
      • 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?
    • 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?
      • Compatible iOS versions and devices supported by DrChrono?Updated
      • DrChrono Roadmap PortalNew
      • How do I add a provider to my account?
      • 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 Overview
      • Create Staff Member Accounts
      • How do I add an employee?
      • How do I change a provider for staff members?
      • How do I edit user/staff account permissions?
      • 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
        • Add a Clinical Trial Number to Your Claim
        • Enter an Authorization Number
        • Entering a Pending Pre-Authorization Number
        • How to Track Bulk Appointment Packages with Authorizations
        • Payer Pre-Auth Showing on Reports
        • Prior Authorization Alerts
      • 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: Creating and using a Custom Billing Status
      • 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?
      • 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?
      • 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?
        • 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
        • 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
        • 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
        • 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)
          • Manually uploading ERAs
          • 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 Unmatched ERAs?
          • Video: Unmatched ERAs
          • Optional columns in the Remittance Report Screen
          • Printing a full or partial ERA
          • Unbalanced ERAs
        • 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
          • Remittance Reports
            • Where do I find all my ERAs and EOBs?
      • 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?Updated
            • 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
            • Onboarding Steps for Iron Bridge Integration - Immunization Registries
            • Submitting a Manual Prior Authorization - CoverMyMeds integration(Web)
            • Video: Setting Multiple Favorite Pharmacies for Patients
            • Setting Multiple Favorite Pharmacies for Patients
            • Searching for Your Patient's Pharmacy
            • How to use the Iron Bridge Integration (Immunization Registries Partner)
            • FAQ- Submitting a Prior Authorization using the CoverMyMeds integration (Web)
            • Submitting a Prior Authorization using the CoverMyMeds integration (Web)
            • 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
          • FAQ- Iron Bridge Integration (Immunization Registries Partner)
          • IIS Publicity Profile - Immunization
          • Immunization Records
          • Immunizations/Vaccinations
            • Immunization Registry
            • 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
              • Using Health Gorilla in DrChronoUpdated
              • Renaming a Lab Account
              • Why can't I order from certain lab codes?
              • Recording a Manual Lab Order
            • 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
                • Tracking Your Patient Problems with the Patient Problem List
                • Print Patient Demographics | View Patient Face Sheet
              • Chart Optimization
                • 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
                      • 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
                          • Using Google Analytics 4 (GA4) with the DrChrono Scheduling Widget
                          • Enabling your browser's camera for video visits on Firefox
                          • Why am I not receiving notification emails?
                          • Can I delete a clinical note?
                          • What do I do if my fax isn't working?
                          • Supported File Types
                          • How to Update to the Latest Web Browser
                          • Enabling your browser's camera for video visits on Microsoft Edge
                          • Enabling Your Browser's Camera for Video Visits on Safari
                          • Enabling your browser's camera for video visits on Chrome
                          • What are the system requirements to use DrChrono?
                        • 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
                            • How do I send or resend individual OnPatient invites?
                            • 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
                            • 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
                          • How to Create a Patient Flag
                          • Removing a Patient Flag
                          • Patient Flag Alerts
                        • 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?
                      • 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
                              • 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
                                • e-Prescribing
                                • Adding Prescriber Information to an Office
                                • 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 - May 1, 2025New
                              • 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 11.1.2
                              • 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
                            • Setting your Exam Room Calendar Increments
                            • How do I schedule an appointment? (EHR Web)
                            • Changing an Appointment's Status (Web)
                            • Scheduling Recurring Appointments
                            • Blocking Non-Working Hours (Breaks/Vacation)
                            • Printing Appointments for any Specific Date Range
                            • Time Zone Support
                            • How do I view the schedule by office or by doctor in DrChrono?
                            • Printing Calendar Appointments
                          • Dashboard
                            • Dashboard
                          • Managing 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
                            • Custom Price on Fee Schedule
                          • Billing Reports
                            • VIDEO: Patient Balance/Ledger 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
                            • Navigating a Patient Chart
                            • 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)
                            • Scheduling an Appointment
                          • Telehealth
                            • Consent Forms and Telehealth Visits
                            • Video Visits on the iPad
                            • Video Visits in DrChrono Web
                        • Home
                        • Billing

                        Billing Workflow

                        Authorizations

                        Accounts Receivable

                        Adding Insurance EOBs to your DrChrono Account

                        Appropriate Use Criteria (AUC) Program

                        Custom Billing Status

                        Billing Profiles

                        Billing Widgets

                        Changing Billing Status Automatically

                        Custom Procedures

                        Daily Billing Problem Email

                        Good Faith Estimate

                        Hiding Billing Screens

                        Follow Up Dates

                        Month End Close

                        No-show appointments

                        Patient Billing Statements

                        Payer IDs

                        Persistent Codes

                        Place of Service (POS) codes

                        RTE: Real Time Eligibility

                        Sales Tax

                        Supervising Providers

                        Timely Filing Letters

                        Underpaid Items

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