Articles
Restricting Staff Members to an Office
When you add a staff member to your account, you have the option to restrict them to an office or offices. You can edit this setting at any time for the staff members in your practice.
To start, go to Account > Staff Members .
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How to Turn On Share Patients
If your practice has more than one provider, you have the option to turn on the Share Patients permission so that patients can be seen by different providers in the group other than their primary provider.
When Share Patients is enabled, ...
How do I change a provider for staff members?
Changing the provider for a staff member is an easy and quick process to complete.
1. To change the provider for a staff member start by going to Account > Staff Members .
2. Select the Staff tab. Click Edit ...
How do I add an employee?
Two kinds of employees can be added to your DrChrono account.
Staff Members : Staff members do not need to sign clinical notes or schedule appointments in their names. You can learn how to add staff accounts by reading the article he...
Staff and Provider Permissions
DrChrono has a variety of permissions that can grant or restrict access to different areas of the system.
Permissions can be found under Account > Staff Permissions > Permissions tab.
This article describes the per...
Practice Settings: Editing a Staff Role
Editing a Staff Role for Your Practice Group
Within your practice, different staff members can have different levels of permission. With staff roles, you can easily customize which staff members have access to different permissions within the ...
Adding a New Role
Within your practice, different staff members can have different levels of permission. With staff roles, you can easily customize which staff members have access to different permissions within the EHR. This guide will teach you how to change you...
What permissions do staff members have?
In DrChrono, providers or those with the manage permissions setting can add staff accounts for their staff members. Staff accounts are independent DrChrono accounts associated with a provider and practice group and may be added free of charge.
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How do I edit user/staff account permissions?
DrChrono allows you to customize what users are able to access. You can restrict/allow access to certain aspects of the software through the staff permissions function under Account > Staff Permissions .
First, go to A...
Practice Settings: Assigning Member Roles
Within your practice, different staff members can have different levels of permission. With staff roles, you can easily customize which staff members have access to different permissions within the DrChrono EHR.
This guide will teach you how...
Removing Staff Members (Inactivate Staff)
DrChrono does not allow for the complete deletion of staff members from the system, however; you can make a staff member inactive so they are no longer able to access the system.
In order to do this please follow the below steps.
1. Hove...
How do I create a staff account?
Providers and those with the permission to create staff accounts have the ability to add staff accounts for their staff members. Staff accounts have the following capabilities which may be customized based on your practice needs:
Full acce...