Account Details and Settings

Learn more about account settings in detail.

DrChrono EHR has a built-in module to automatically generate and transmit electronic initial case reports from the EHR of subscribing clients, based on clinical content entered. This module is developed based on the requirements set forth b...

CDS rule flags allow you to quickly see what Clinical Decision Support r ules a patient falls into based on the parameters of the rules. You can see the rule flags in the appointment window. You can remove these flags fro...

Learn how to change the email address you used when you created your DrChrono account.

DrChrono makes it simple to add additional appointment fields to meet your practice needs. 1. Hover over Account and scroll down and select Custom Fields . 2. Select Appointment Fields . 3...

Some specialties need to collect information that goes beyond the basics of everyday practice. Custom Patient Demographics allow our users to create additional demographic fields to meet the needs of the practice. You can also run reports on custom...

The daily agenda email from DrChrono sends you a HIPAA-compliant email that shows your appointments for the day. The email will be sent to the provider's email on file. You can click on the link to be taken to the appointment. You wi...

In the event that an appointment is scheduled for the same patient on the same day, you can enable a setting so that a warning message will appear. To enable the setting, go to Account > Provider Settings and cli...

Your name, time zone, personal details, and contact information will appear on many pages and documents in DrChrono. This guide will explain how to change your settings, as needed, so that your DrChrono account is updated with your accurate details....

You can use DrChrono's API to export data from your DrChrono account. This article provides an overview of the specific endpoints needed to obtain a copy of clinical records. For more complete information on our API see our API documentation cent...

With DrChrono you can sync your DrChrono calendar to your Google Calendar. This feature is designed to provide a convenient way to quickly glimpse at your day's schedule but is not a replacement for the DrChrono scheduling system. Limita...

Some of our integration partners need your DrChrono Doctor ID or Practice Group ID. You can find these easily in your account. 1. Navigate to Account > Provider Settings . 2. Select the Profile tab if it is not alrea...

One of the first steps you will want to do when setting up your DrChrono account for the first time is to enter all of your contact information. This includes your name, specialty, website, phone numbers, and all of the necessary information to get ...

If you would like to create a custom patient payment type such as a coupon, flex spending card, etc, you can do so by following the steps given below. 1. Go to Account > Custom Fields . 2. Click on Patient Payment T...

In DrChrono you are able to customize your profile whenever changes are necessary. Please follow the steps below to change your specialty. 1. Hover your cursor over the Account tab in your menu bar, and select Settings from the drop-down...

1. To change the default appointment color, first go to Account > Provider Settings and select the General tab. 2. From this page, under Calendar Settings you can select an Appointment Default Color for appointments th...

1. To enter your official practice name, navigate to Account > Provider Settings . 2. Select the Medical Billing tab. In the third field, titled Practice Official Name , enter in your desired name. 3. Whil...

1. To add a suffix, credentials, or salutation to your name, first go to Account > Provider Settings . You will land on the Profile tab by default. 2. On this page, you can select your salutation from the dropdown list an...

DrChrono makes it easy to add branding to your emails and official forms. There are two pictures you can change to customize your business's profile. The first is your practice's Profile Picture which will be attached to patient emails. The...

In the event you need to export the patient data from your DrChrono account, you will need to work with your account manager to complete the process.   If you do not remember your account manager's contact information you can email accountmanager...

You can set the time zone in your DrChrono account in Provider Settings . Select Account > Provider Settings . From the Profile tab, select your time zone.  At the bottom of the page, select Update Entire Profile...

You can set a default appointment time in your account so that appointments will be booked for the time you set. You can always change individual appointment times or set appointment times with appointment profiles . To set a default appoi...

You can use DrChrono's custom demographics feature to add fields to the patient's chart to document attorney information. Go to Account > Custom Fields . Select Patient Demographics from the menu on the left. ...

The practice group dropdown allows you to view the collective information of the practice, from all providers, when the Practice Group option is selected. Accessing the Practice Group Dropdown 1. To access the practice group, ...

DrChrono's scheduling widget allows you to link your schedule to your website. Separate from OnPatient appointment scheduling, the scheduling widget lets you put a direct link into your website so that patients can make appointments when visitin...

The lock icon ( )on your appointments gives you a quick way to know if a clinical note has been locked without having to open the appointment to check. Once a note is locked, the icon will appear when viewing the schedule. For example, below we...

Changing your name in the account settings could cause name discrepancies with your billing, prescriptions, and clinical notes. Please reach out to your account manager or support if you need to change your name in the account settings. ...