Patient Information

Note: The new section to add Previous Name and Previous Address will be available beginning March 2024 and will be enabled for all DrChrono users by April 2024. To update a patient's name, you can do so their chart. Go to the patient's ch...

You can add detailed self-identifying demographic information for race and ethnicity to a patient's chart. DrChrono offers a comprehensive list based on CDC guidelines. Navigate to the patient's chart and select the Demographics tab. Clic...

Learn how to change the active patient status to inactive or deceased.

Note: Depending on the plan type, you can expect to see the new additional fields to the Responsible Party section beginning March 2024 and will be enabled for all DrChrono users by April 2024. Adding a parent/guardian/responsible party to ...

If you have a patient who unsubscribes from emails from your DrChrono account in error, they can be resubscribed through chat support or a support ticket . Please include the patient's email address in the ticket or chat so that we can resu...

You can add your patient's family history to their chart. Once entered into the chart, this data is included in the clinical summary with referrals and C-CDA files for the patient. Note : Family history can also be documented in the ...

Adding a referring provider to a patient chart is easy to do in DrChrono and only takes a few steps. 1. Navigate to a patient's chart by going to Patients > Patient List and selecting the chart or searching for the patient. 2. Select t...

You can add easily gender identity and sexual orientation to a patient's chart in the demographics section. 1. First, enable this feature on your account. Go to Account > Provider Settings and select the General tab. Scroll dow...

You can add care team members to a patient's appointment so that the information is contained in the patient's Clinical Summary and C-CDA files. 1. Open a patient chart by searching for a patient in the navigation Search bar or through Pat...

In the event you create a duplicate chart for the same patient, you can inactivate one of the patient records. DrChrono does not have the option to merge patient records. DrChrono does have triggers in place to warn you of a potential duplicate war...

A lot of important patient information can be found on the patient demographic page. To get to the patient chart quickly, use the hotspot search. It's located in the top right corner of the website, no matter what page you're on. It will take...

Have you captured a picture of your patient with your webcam? DrChrono allows you to upload that picture to their profile. To do so follow these steps: 1. Search for the patient in the hot spot search. This will take you straight to the...

1. Hover over Patients and click Patient List . 2. To add a patient, click +Add new patient , then enter all necessary fields. As noted on the New Patients page, you can enter all necessary fields for each patient including demograph...