Account Settings

Customize your DrChrono experience in Account Settings.

Providers can enter basic account information on the Profile tab in Account Settings.

Configure key areas of your DrChrono account on the General tab in Account Settings.

Select which Billing and Reports pages are accessible to the provider or practice group on the View tab in Account Settings.

Configure your incoming and outgoing email settings on the Email tab in Account Settings.

Configure patient payment collection in DrChrono, including DrChrono Payments, OnPatient payment options, auto-allocation settings, and payment plan settings.

Set up your practice's receipt options for patient payments.

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...

Learn how to change your session timeout from 30 to 15 minutes.

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...

Learn more about managing and creating custom patient demographics.

Learn how to manage your DrChrono App Unlock PIN with instructions to view, change, enable, disable, and configure PIN settings from the web and mobile app.

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...

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. L...

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. Go to Account > Custom Fields .  Select Patient Payment Types on the left of the...

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...

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...

Use the practice group dropdown to view the collective information for all providers in the practice.

You can set a provider's time zone in DrChrono in Account Settings.

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...

Track text messages, faxes, video visits, and phone reminders sent to patients through the usage report in Account Settings.

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. ...

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...