DrChrono by EverHealth
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Table of Contents
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Glossary
Account
Account Settings
Account Settings Overview
Manage Account Settings: Profile
Manage Account Settings: General
Manage Account Settings: View
Manage Account Settings: Email
Manage Account Settings: Patient Payments
Manage Account Settings: Receipt Options
Automated Electronic Case Reporting (eCR) with DrChrono
Custom Session Timeout
CDS Rule Flags in the Appointment Window
Change DrChrono Account Email Addresses
Creating a Custom Appointment Field
Creating Custom Patient Demographics
DrChrono App Unlock PIN
Duplicate Appointment Warning
How do I sync my DrChrono calendar to my Google Calendar?
How to create a Custom Patient Payment Type
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 to upload a Profile Image and Business Logo
Practice Group Dropdown
Set Time Zones in DrChrono
Setting a Default Appointment Time
Usage Report
Using Custom Demographics to Record Attorney Information
What do the lock and flag icons on my appointments mean?
Account Security
Change Provider Passwords
DrChrono Password Requirements
Email Verification
Enabling Emergency Access to your DrChrono Account
How does DrChrono keep my information safe?
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?
Reset Your Forgotten DrChrono Password
Set Up Two-Factor Authentication (2FA) for Staff
Two-Factor Authentication (2FA) FAQ
What is DrChrono's data recovery plan?
Why does my DrChrono account log me out frequently?
API
Why use DrChrono's API?
Data Migrations
Unpacking Your DrChrono Export Files
Customize C-CDA XML Exports
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
Documents Import - Data Migrations
Patient Demographic Records Import - Data Migrations
Appointments Import - Data Migrations
Familiar Systems - DrChrono Data Imports
Importing Data into DrChrono - Official FAQ
Import Categories for Your Custom Codes
Import Your Contact Lists
Bulk Importing Patient Demographics
Caveats in data migrations by EMR Vendor
Patient Data Export
Providing Clinical Data through Box.com - Data Migrations
Spreadsheet Templates - Data Migrations
DrChrono Full Service Data Extraction (FFS)
My Account Billing
Getting Started with the EverHealth Customer Self-Service Portal
How are my claim submissions charged to my account?
Manage Your EverHealth Account Payment Methods
Pay Your EverHealth Subscription Invoices
Update Your EverHealth Account Information
View and Download Your EverHealth Subscription Invoices
View Your EverHealth Account Payment History
View Your EverHealth Subscriptions
Will DrChrono take a percentage of my collection for claims prior to our contract date?
My DrChrono Account
Add Providers to Your DrChrono Account
Compatible iOS Versions and Devices Supported by DrChrono
How do I backup all of my information within DrChrono?
How to Search for a Patient-Web & iPad
Linked Accounts in Multiple Practice Groups
Logging into DrChrono Web and iPad
Manage Sample Patient Data Settings
Read-Only Plan Features and Restrictions
Remove or Replace Providers from Your DrChrono Account
Secure Sign Up Using reCAPTCHA
What to Do with Your Account After Selling Your Practice
Practice Settings
Practice Management
Manage Practice Settings
Practice Management: Everything in One Place
Offices
Archive Offices
Create Offices
Edit Basic Office Information
Edit the Office Billing Information
Edit the Office Work Schedule
Set Up Online Scheduling for Your Office
Providers
Edit the Provider's Work Schedule
Manage the Provider List
Staff
Change the Primary Provider for Staff
Create Staff Accounts
Deactivate Staff
Edit Provider and Staff Permissions
Edit Provider and Staff Roles
Edit Staff
Reset Staff Passwords
Restrict Staff to an Office
Roles & Permissions
Account Permissions Overview
Create Custom Roles
Edit Custom Roles
System and Custom Roles
Dashboards
Create Practice Dashboards
Edit Practice Dashboards
Manage Practice Dashboards
Facilities
Archive Facilities
Create Facilities
Edit Facilities
Groups
Archive Groups
Create Groups
Edit Groups
SAML SSO
Email Requirement When Using Force SSO to Create Accounts
Request SSO for Your Account
Set Up an Identity Provider for SSO
SSO New Login Workflow
Utilizing the New SSO Dashboard
Billing
Billing Basics
Getting Started with Billing
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 or Updating the Payer Address 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
How to Communicate with the DrChrono Billing Team
How do I Share Correspondence with the Billing Team?
Billing Codes
Searching for Medications by NDC in Billing
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
Inactive Billing Code Alerts
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
Copay on Daily Calendar View
Billing Reporting
Billing and Practice Intelligence Reports
Advanced Reports
Enhancements to Advanced Report Exports
Aging AR Report
Aging AR Analysis Report
Aging AR Analysis Report: Video Walkthrough
Appointment Analysis
Appointment Analysis Report
Billing Log Report
Billing Log Report
Billing Summary Report
Charge Analysis Report
Charge Analysis Report
Charge Lag Report
Charge Lag Report
Code Analysis Report
Code Analysis Report
Collections Analysis
Collections Analysis Report
CPT, HCPCS, ICD-10 Line Level Reporting
Line Level Reporting - Advanced Reports
Denial Analysis Report
Denial Analysis Report
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: Transfers
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 Report
Insurance Submission Report
Insurance Submission Report
Inventory & Sales Tax Reports
Using Inventory Management
Live Claims Feed Reports
Running Reports from the Live Claims Feed
Patient Analysis Report
Patient Analysis Report
Patient Authorization Report
Patient Insurance Authorization Report
Patient Balance Ledger
Patient Balance Ledger
Patient Follow up Date
Running a report by Patient Follow-up Date
Patient Payment Reports
How to run a report based on the appointment's payment profile
Payment Waterfall Report
Payment Waterfall Report
Product/Procedure Report
Product/Procedure Report: Summary Tab
Product/Procedure Report: Details Tab
Provider Level Balance (PLB) Report
Provider Level Balance (PLB) Report
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
Enhanced Billing Reports
New
Billing Workflow
Authorizations
Enter an Authorization Number
Entering a Pending Pre-Authorization Number
Add a Clinical Trial Number to Your Claim
Prior Authorization Alerts
How to Track Bulk Appointment Packages with Authorizations
Payer Pre-Auth Showing on Reports
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: Custom Billing Statuses
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
Claim by Claim Status Widget
Patient Balance Widget
Post 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
Procedure Categories
How do I update or archive my custom procedures?
Exporting Custom Procedure Codes
Video: Creating New Custom Procedure Codes
Daily Billing Problem Email
Managing Your Daily Billing Problems Email
How do I Stop Receiving Daily Billing Problem Emails?
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?
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
Insurance and Real Time Eligibility
Overview of new Insurance and Eligibility Screen
Understanding the Layout of the Screen
How to Add, Edit, and Archive Patient Insurance
Requesting an Eligibility Check and Viewing Eligibility History
Auto Accident / Workers' Compensation / Durable Medical Equipment Payers
Best Practices for Check-In
Video: Insurance and Eligibility Screen
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
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?
Enhanced Patient Statement Delivery
Office Based 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
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?
Claims
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
New York No Fault Form - NF3
Auto Accident Claims: Option to add a business name as policy holder
Submitting Auto Accident Claims through DrChrono
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
Intelligent Claim Rejection Messages
Why is this Claim Being Rejected?
How to correct specific rejections
How to fix the claim filing indicator rejection?
Error message: Missing Information: Ordering Provider office: zip code is missing
Error message: "Billing Status and Payment Profile is contradicting"
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".
Common Claim Rejections and how to correct them
Common Insurance Claim Submission Errors
Claims stuck in Bill Insurance Status
Resubmitting a corrected claim
How to Resubmit a Corrected Claim?
Timely Filing Limits
Medicare rejection for timely filing
Claim Submission
Claim File Submission
What time are claim files submitted?
Have questions regarding Medicare's Global Surgery guidelines?
Documentation Type Requirement for Alaska Medicaid
Durable Medical Equipment (DME) Claims
Billing a Durable Medical Equipment (DME) Claim
Multiple Primary Insurances
Submitting Claims to Multiple Primary Insurances.
Video: Working with 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
How to Reorder ICD-10 and CPT/HCPCS Codes in an Appointment in the Live Claims Feed
Video: Rearranging ICD10 codes
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
Video: Billing a claim from the patient's appointment window
Submitting a claim with a zero charge
Can I Submit a Claim with a Zero Charge?
Submitting to Secondary or Tertiary insurance
How to Mail a Claim to a Secondary along with the Primary EOB?
Secondary submission when Medicare is primary
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 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 23 - Print CLIA number on claim form
HCFA 1500 Box 24C - How Do I Enter an emergency indicator and reason?
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
Video: HCFA box 32 for claims with POS code 12
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?
Anesthesia Billing
Anesthesia code calculations
Medicare Claims
Complete Payer Enrollment and Resolve Related Medicare Claim Submission Issues
Modifiers
HCPCS Modifier LU
HCPCS modifier JZ
HCPCS Modifier JB
HCPCS Modifier JA
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
New York Form C4.3 - Doctor's Report of MMI/Permanent Impairment
Submitting Worker's Comp Claims through DrChrono
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
Workers' Compensation Condition Codes for HCFA Box 10D
Enrollment: EDI Electronic Claims Submissions
Bulk Editing Payer IDs
Getting Started with Electronic Claims (EDI)
Clearinghouse 101
Bulk Edit Payer IDs
Are Payer IDs Specific to the Clearinghouse or the Insurance Company?
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
Claim Filing Indicator Codes
ePS: Available services display in the patient's chart
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?
Preview EDI Claim
ePS - eProvider Solutions
eProviderSolutions (ePS) Claim Validation
eProvider Solutions- Payer IDs
VIDEO: Navigating the eProvider Solutions Enrollment Portal
eProviderSolutions: Available services display in the patient's chart
eProviderSolutions Payer List
eProvider Solutions Enrollment Module - What do the different statues mean?
eProvider Solutions - Submitting paper secondary claims
Insurance Set up Screen for those utilizing ePS clearinghouse
Requesting Medicare Real Time Eligibility through ePS
ePS Claim Validation
How to enroll with ePS for just real time eligibility checks
ePS Enrollment Module
eProvider Solutions - Enrollment notifications
eProvider Solutions- How do I access the 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?
eProvider Solutions Enrollment Module: Payer View
eProvider Solutions Enrollment Module: TIN update
eProvider Solutions Enrollment Module Activity Log
eProvider Solutions: EDI Enrollment Check
eProvider Solutions- What do the different statuses mean?
eProvider Solutions - Reinitiating an enrollment request
eProvider Solutions: Can I archive a submitted request?
VIDEO: eProvider Solutions- Navigating the enrollment portal
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
How to identify claims that were billed but not paid
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?
Live Claims Feed v2
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: Merchant IDs
DrChrono Payments: Error message
DrChrono Payments: Saving Credit Card Information without Processing a Payment
S710 Hardware Device for Stripe Payments
Stripe
DrChrono Payments: Stripe Dashboard
DrChrono Payments: Stripe common decline codes
DrChrono Payments: Stripe Refunds and Reversals
DrChrono Payments: Stripe reporting
DrChrono Payments: Stripe Common Failure and Decline Codes
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: M2 card reader
DrChrono Payments: Credit Card Funding Time
DrChrono Payments: Voiding or Refunding a patient credit card payment
DrChrono Payments: How to set up your account
DrChrono Payments: Processing a patient payment on the web
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: 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
DrChrono Is Down: How to Use PaySimple Directly
DrChrono Payments: PayConnect
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
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: Creating a plan for your patient
Patient Payment Plans: Processing monthly payment plan payments
Patient Payment Plans: Reporting
Patient Receipt
Patient Receipts and Superbills
Patient Refunds
Refund Patient Cash and Check Payments
Patient Text-to-Pay
Text-to-Pay: How does it work?
Text-to-Pay: Initiating a text link from within the patient's chart
Text-to-Pay: How to update name and address on link
Text-to-Pay: Resending a payment link
Text-to-Pay: Resending a receipt
Text-to-Pay: Refunding a payment
Text-to-Pay: How to re-enable
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
How to Use the Stripe Dispute Dashboard
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
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
Video: Custom Adjustment Codes
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)
Where do I find all my ERAs and EOBs?
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 Unposted ERA Transactions?
Optional columns in the Remittance Report Screen
Printing a full or partial ERA
Unbalanced ERAs
Video: Unmatched ERAs
Video: Unposted ERA Transactions
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
Clinical
C-CDA
C-CDA Files and DrChrono
C-CDA Importing and Reconciling Patient Data
CCDA OnPatient Notes Process
Clinical Notes in the C-CDA with Clinical Form Management
Enhanced C-CDA Exporting (Bulk Export and Scheduling of Export)
Export Individual Patient C-CDA Files
Import and Merge Data for C-CDA Files for Individual Patients
Understanding C-CDA Export Data in DrChrono
Telehealth
Consent Forms and Telehealth Visits
Getting Started with Telehealth in DrChrono
Joining a Video Visit for the Patient
Telehealth Visits FAQ
Telehealth with Multiple Offices
Telehealth Troubleshooting FAQ
What's New with Telehealth
Clinical Notes
Managing Clinical Notes
SOAP Notes Clinical Report
Accessing Patient Documents when Charting on the Web
Add an amendment to a clinical note
Adding an Amendment to a Patient's Chart
Charting By Exception
Clinical Notes Auto Save Indicator
Clinical Notes Revision History
Copy Previous Clinical Note from a Persistent Form
Copying a Previous Note (Web)
Exclude Clinical Notes from an Appointment
FAQ- Copy Previous Clinical Note from a Persistent Form
How to Bulk Lock Clinical Notes
Pediatric Growth Charts
How do I print out all medical records for a patient?
How do I unlock a clinical note?
How does a supervising provider sign off on a rendering provider's clinical note?
How to Search for a Clinical Note
I can't find my patient's clinical note!
The Many Ways You Can Start Charting
Printing and Downloading Your Clinical Notes
Recording Vitals and How the Data is Displayed (Web & iPad)
Reordering procedure and diagnosis codes within the clinical note
Sign and Lock Clinical Notes
Use Print Section to Print a Work/School Excuse Form
Using the Copy Diagnostics to Clipboard Function
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?
EverHealth Scribe - AI-Powered Documentation Assistant
EverHealth Scribe Billing Assist: Coding Recommendations
EverHealth Scribe – Managing Note Templates (Quick Guide)
EverHealth Scribe Frequently Asked Questions (FAQ)
Getting Started with EverHealth Scribe (Installation)
Using EverHealth Scribe During Patient Visits
Customize Your Clinical Note Templates using EverHealth Scribe
Reviewing and Editing a Clinical Note using EverHealth Scribe
Sending Your Note to DrChrono using EverHealth Scribe
Template Customization Guide for Clinic Administrators (EverHealth Scribe)
Using EverHealth Scribe with the Mobile App
Use EverHealth Scribe During Telehealth Visits
COVID-19 Resources
New modifiers FQ and FR
COVID-19 Vaccine Code Tool
Adding the COVID-19 Vaccine to a Patient's Chart
How to Access the Coronavirus Screening Questionnaire in DrChrono
Coronavirus Disease 2019: Ordering Labs in DrChrono
Document Management
Uploading Multiple Documents for Different Patients
EHI Bulk Data Export
EHI Export: Overview
EHI Export FAQ
Creating a New Request : EHI Export
Glossary Data Elements
Glossary: Data Elements (EHI Export) v5
Glossary: Data Elements (EHI Export) v4
Glossary: Data Elements (EHI Export) v3
Glossary: Data Elements (EHI Export) v2
Glossary: Data Elements (EHI Export) v1
DrChrono EHI Reference Guides
DrChrono EHI Export Reference Guide v3
DrChrono EHI Export Reference Guide v2
DrChrono EHI Export Reference Guide v1
DrChrono EHI Export Reference Guide v4
Single Patient and Bulk Exports
Single Patient and Bulk Export File Folder Contents (EHI Export)
EHI Data Mapping
Understanding EHI Data Mapping in Exported Files v2
Understanding EHI Data Mapping in Exported Files v1
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
Setting Up eRx Delegates for Non-Controlled Substance Prescriptions
Sending Non-Controlled Prescriptions as a Delegate
Canceling a Prescription
Canceling a Prescription in the Prescription Logs
Changing a medication to an inactive status
Diagnosis Codes in Rx (ONC Changes)
How do I send multiple eRx orders at the same time from the patient chart?
How to prescribe for eRx Supervising Providers with Multiple Locations (web)
Non-Controlled Substance Prescription Limitations for Staff Acting on Behalf of Providers
Prescribing Medications via DrChrono's Web App
RxFill Message (ONC Update)
Rx Change Requests
Refills
eRx Refill Requests
Refilling a Medication
Electronic Prescriptions for Controlled Substances (EPCS)
Monthly EPCS Audit Log Report
Electronically Prescribing Schedule III and IV Controlled Substances
ePrescribing with multiple SPI (SureScripts Prescriber ID) locations from the Web
Electronic Prescribing of Controlled Substances (EPCS) Based on the DEA Schedule
Draft Prescriptions
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?
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?
Ordering DME (Durable Medical Equipment)
Sending a Prescription with a Supervising Provider
Setting Up Your Bamboo Health Integration
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
Retrospective ePA with the CoverMyMeds Integration
Auto-Start ePA using the CoverMyMeds Integration
Immunizations Registry - Vaccination Information Statement
FAQ- Submitting a Prior Authorization using the CoverMyMeds integration (Web)
Submitting a Manual Prior Authorization - CoverMyMeds integration(Web)
Searching for Your Patient's Pharmacy
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
First Databank Drug Database
Prescribing Compound Medications (Web)
Prescribing Compound Medications (Mobile)
Building Forms
Clinical Form Management
Clinical Form Management - Getting Started & Managing Your Forms
Clinical Form Management - Creating a New Form
Clinical Form Management - Editing, Archiving & Best Practices
Clinical Form Management- Using {{value}} When Building a Form
Clinical Form Management - Adding Clinical Codes to Forms
Clinical Form Management
Archive and Restore a Form
Clinical Note Field Display and Form Builder Values
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
Accessing and Using the Form Library
Sharing Templates with Other DrChrono Users
Tag Management
Document Tag Management
How do I create tags to attach to a patient document?
Immunizations
Immunizations/Vaccinations
IIS Publicity Profile - Immunization
Immunization Records
Immunization Registry
FAQ- Iron Bridge Integration (Immunization Registries Partner)
Onboarding Steps for Iron Bridge Integration - Immunization Registries
How to use the Iron Bridge Integration (Immunization Registries Partner)
Labs
Recording a Manual Lab Order
Using Health Gorilla (improved workflow)
Health Gorilla - List of connected labs
Using Health Gorilla in DrChrono
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
Quest Diagnostics - Good Faith Estimate Tool
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
Renaming a Lab Account
Why can't I order from certain lab codes?
Generating Laboratory Reports
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
Medication History Consent Feature
Social Security or Social Insurance or National Identification Numbers in the Patient Chart
Print Patient Demographics | View Patient Face Sheet
Chart Optimization
Customize the Patient Chart Header
Customize the Patient Chart Sidebar
Patient Chart Header
Patient Chart Allergy List
Patient Chart Appointments
Patient Chart Demographics
Patient Chart Documents
Patient Chart Permissions
Patient Chart Problem List
Patient Chart Sidebar Navigation
Patient Chart Summary
Communication
Demographics
Add Patient Preferred Pharmacies in DrChrono
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?
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 Support Chat
DrChrono Support PIN
Unlock Your DrChrono Account
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
Can I delete a clinical note?
Enabling your browser's camera for video visits on Chrome
Enabling your browser's camera for video visits on Firefox
Enabling your browser's camera for video visits on Microsoft Edge
Enabling Your Browser's Camera for Video Visits on Safari
Local Network Access Browser Settings
Supported File Types
Update Your Web Browser to the Latest Version
Using Google Analytics 4 (GA4) with the DrChrono Scheduling Widget
What do I do if my fax isn't working?
What are the system requirements to use DrChrono?
Why am I not receiving notification emails?
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
Direct Messaging
Direct Messaging
Setting Up Direct Messaging
Sending Direct Messages
Redesigned Message Center Preview
Faxing
Attaching a Fax to a Patient's Chart
Can I send a message by fax (without attached referrals or documents)?
Updated
Fax Documents
How do I rotate faxes within DrChrono?
Port Your Fax Number from DrChrono to Another Vendor
Port Your Fax Number to DrChrono
Splitting a Fax
What should I do if my sent faxes are too dark, too light, blurry, hard to read?
Where can I locate my fax number?
Emailing Patients
Sending Email through DrChrono
Saving an Email Template
Notifications
Message Center Notifications
Practice Chat
Practice Chat Notifications
Practice Chat
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)
Where does the Reason for Referral information come from?
Task Center
Assign Tasks to Groups
How do I change the status of a task?
Create Tasks
How do I create a task category?
How do I create a task status?
How do I create a task template?
How do I delete a task?
How do I edit a task?
How do I view an archived/deleted task?
View Tasks Assigned to Deactivated Staff
Viewing Tasks by Due Date
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
Adding a Patient on the Check-In App
Creating an Appointment through 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
Add a Patient's Address to the Appointment Window on the iPad
Customizable Patient Menu on the iPad
Enable Touch ID Fingerprint or Face ID Login on the iPad
Navigate the DrChrono EHR App on the iPad Using Three-Finger Swipe
Practice Chat on the iPad
Push Notifications on iPad
Run a Meaningful Use Report on the iPad
What is the most recent version of the iPad app?
Linked Accounts in Multiple Practice Groups (Mobile)
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
Copying a Previous Note 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?
How do I use drawing tools on the iPad?
Signing and Locking a Clinical Note 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
Batch Ordering Schedule II Controlled Substances on the Mobile EHR App
How do I enter days supply in prescriptions and medications on the iPad?
Canceling a Prescription on the iPad
Compound Medications on the iPad
How do I search for a pharmacy by ZIP Code on the iPad?
How do I use the dose calculator 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
Enter the Onset Date 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
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
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
Quick Charting on iPhones
Video Visits on the iPhone EHR App
OnPatient
OnPatient for Patients
Account Management
Accessing Your Health Profile through OnPatient
Connect Your OnPatient Account to Multiple Providers
Do I have to provide my Social Security number for OnPatient portal access?
Families Using OnPatient
How do I activate my OnPatient account?
How do I cancel my OnPatient account?
How do I change the email address associated with my OnPatient account?
How do I disconnect my OnPatient account?
Reset Your OnPatient Password
OnPatient Password Requirements
What is the Representative option used for?
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?
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?
How is my information kept secure?
How do I create an OnPatient account?
OnPatient Overview Video
What is OnPatient?
Appointments
Checking In for an Appointment with OnPatient
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
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
OnPatient for Providers
Getting Started with OnPatient
How does a patient activate their OnPatient account?
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
Customizing the OnPatient Onboarding/Check-In Interface
OnPatient Onboarding/Check-In Overview
Families Using Onpatient (What if my entire family only wants to use one email address?)
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
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?
How to Disconnect an OnPatient Account After Leaving a Practice
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
Sending and Resending Individual OnPatient Invitations
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
Scheduling an Appointment on the OnPatient App
Telemed Visits with the OnPatient App
Partner & API Resources
API
Getting Started with APIs
App Management
DrChrono Domains for Application URLs
Getting Started with DrChrono APIs via Postman
Updated
Getting Started with DrChrono API with Python and C#
Exporting Clinical Data from DrChrono's API
Create an API Application
Updated
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
CarePilot
CarePilot - Marketplace Link
CarePilot - DrChrono integration tips
CarePilot & DrChrono, Single Sign On 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
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 Chart
How to Create a Patient Flag
Removing a Patient Flag
Setting Up and Using Patient Flag Alerts in DrChrono
Manage Patient Flag Types
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
Deactivate Patient Charts
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?
RecordSync
RecordSync Overview
Set Up RecordSync
Updated
Retrieve Clinical Documents with RecordSync
Reconcile Clinical Data with RecordSync
RecordSync and MIPS Reporting
Regulatory
Certification
Real World Testing
DrChrono 2025 Real World Test Results
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
ONC HTI-1 Updates: USCDI v3
Patient Care Plan Summary Widget
Create a Patient Care Plan
Patient Care Plan Observations and Interventions
Patient Care Plan Clinical Codes
Patient Care Plan CCDA and OnPatient
ONC Update: Patient Demographics
ONC Update: Patient Allergy List
ONC Update: Patient Problem List
ONC Update: Immunizations & Family History
ONC Update: Occupation & Health Insurance Updates
ONC Update: Diagnostic Imaging
(ONC Update) Clinical Test or Result Form Element
(ONC Update) Planned Procedure Form Element
(ONC Update) Pregnancy Status
(ONC Update) Smoking Status
EverHealth Scribe AI Governance
EverHealth Scribe AI Public Transparency Note
General MIPS Information
Decision Support Intervention
Decision Support Intervention (DSI) Rules
FHIR
Activating your FHIR APIs
Connect Patient Dynamic FHIR API to OnPatient
FHIR API FAQ
Set Up ConnectEHR for FHIR
SMART on FHIR Application Enhancements
What is FHIR API?
What to Expect with FHIR APIs
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 2026
eCQMS 2026
2026 Performance Period eCQMs: Summary of Changes
MIPS 2025
MIPS ePrescribing: Calculating Measures and Associating Prescribers with Offices
Getting Started with MIPS
Promoting Interoperability (PI) 2025 MIPS Dashboard Reporting
(MIPS) Performance Categories Overview
MIPS Provide Patients Electronic Access to Their Health Information
eCQMS 2025
2025 Eligible Clinician eCQMs: Changes Summary
Controlling High Blood Pressure CMS165v13
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)
Release Notes
DrChrono Release Notes
2026 Release Notes
Release Notes - October 14, 2026
New
Release Notes - August 2026
Release Notes - June 16, 2026
Release Notes - May 12, 2026
Release Notes - April 2, 2026
Release Notes - February 25, 2026
Release Notes - January 28, 2026
2026 Resolutions (Changelog)
Resolutions - October (Web)
New
Resolutions - July 2026 (Web)
2025 Release Notes
Release Notes - December 17, 2025
Release Notes - November 18, 2025
Release Notes - October 23, 2025
Release Notes - September 30, 2025
Release Notes - August 27, 2025
Release Notes - July 16, 2025
Release Notes - June 5, 2025
Release Notes - May 30, 2025
Release Notes - May 15, 2025
Release Notes - May 1, 2025
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
2024 Release Notes
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
2023 Release Notes
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 App Release Notes
All DrChrono Mobile Apps
2026 Release Notes
Mobile App Release Notes - August 2026
Mobile App Release Notes - July 30, 2026
2026 Resolutions (Changelog)
Resolutions - August 2026 (Mobile)
Resolutions - July 2026 (Mobile)
DrChrono Check-In
2026 Release Notes
DrChrono Check-In v2026.05.0
2025 Release Notes
Version 3.3
DrChrono Check-In Version 3.3.17 - August 28, 2025
DrChrono Check-In Version 3.3.16 - August 7, 2025
DrChrono EHR
2026 Release Notes
DrChrono EHR v2026.06.0 - June 17, 2026
DrChrono EHR v2026.05.0 - May 12, 2026
DrChrono EHR v2026.03.0 - April 2, 2026
DrChrono EHR v2026.02.0 - February 26, 2026
DrChrono EHR v2026.01.0 - January 30, 2026
2025 Release Notes
Version 11.2
DrChrono EHR Version 11.2.8 - December 19, 2025
DrChrono EHR Version 11.2.7 - December 4, 2025
Version 11.1
DrChrono EHR Version 11.1.6 - October 2, 2025
DrChrono EHR Version 11.1.5 - August 7, 2025
DrChrono EHR Version 11.1.4 - July 16, 2025
DrChrono EHR Version 11.1.3
DrChrono EHR Version 11.1.2
DrChrono EHR Version 11.1.1
DrChrono EHR Version 11.1.0
Version 11.0
Release Notes for DrChrono Mobile Version 11.0.120
2024 Release Notes
Version 11.0
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
DrChrono OnPatient
2025 Release Notes
Version 3.1
DrChrono OnPatient Version 3.1.6 - October 2, 2025
Reports
Tracking Important Dates and Information Using Patient Flags
Appointment Report
Audit Log
Creating Patient Groups from Reporting
Creating a Report for Upcoming Appointments
DrChrono Access Logs
Exporting Your Audit Logs
Generate a Problem Report
Generating a Patient Flag Report
Generating a Report of Patients with Addresses and Other Demographic Information
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?
Outgoing Prescriptions Report
Patient Reports
Productivity Report
Reporting on Custom Demographics
Tracking Important Dates and Information Using Custom Demographics
Schedule
Appointments Dashboard
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?
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
Blocking Non-Working Hours (Breaks/Vacation)
Changing an Appointment's Status (Web)
How do I schedule an appointment? (EHR Web)
Local Time Zone in Calendar
Printing Appointments for any Specific Date Range
Printing Calendar Appointments
Scheduling Recurring Appointments
Setting your Exam Room Calendar Increments
Filter Calendar Views by Provider or Office
Dashboard
Dashboard
Create User Dashboards
Dashboard Widgets
Edit User Dashboards
Manage User Dashboards
Manage Appointments
Attaching a Consent Form to an Appointment
Canceling an Appointment
Changing the Provider on an Appointment from the Appointment Window
Enabling or Disabling Overlapping Appointments
Hiding Canceled and Rescheduled Appointments from the Schedule
How do I add a patient flag to an appointment?
How do I create a custom appointment status?
How do I delete an appointment?
How do I know who scheduled an appointment?
How do I remove a recurring appointment?
How do I delete a break from the schedule?
How Recurring Appointments Work in DrChrono
How do I color code an appointment?
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
Manage Recurring Events
Reordering procedure and diagnosis codes within the patient's appointment on the schedule
What do those tiny initials mean on appointments?
No Show Predictor
No Show Predictor
No Show Predictor Best Practices for Successful Adoption
No Show Predictor FAQ
Reminders
Add Text to Email and Text Appointment Reminders
Are my patients getting their reminders?
Creating and Using Reminder Profiles
Editing Reminder Profiles and Appointment Reminders
How do I change the pronunciation of my name in appointment reminders?
Set Up Follow-up Reminders
Reminder Language Settings
Set Up Appointment Reminders
Time Zones in Appointment Reminders
Verifying Your Office Phone Number for Reminder Caller ID
Verifying your Patient's Cell Phone Number for Text Message 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
Advanced Reporting in DrChrono
eRx Favorites and Rx Profiles
Manage Practice Settings (Video)
Uploading Consent Forms
AI-Powered Documentation Assistant
EverHealth Scribe Billing Assist (Video)
Using EverHealth Scribe in DrChrono (Video)
Using EverHealth Scribe with the Mobile App (Video)
Billing
Adding Notes to a patient's appointment (Video)
Billing a claim from the patient's appointment window (Video)
Create Custom Procedures (Video)
Custom Adjustment Codes (Video)
Custom Billing Statuses (Video)
HCFA-1500 box 32 for claims with POS code 12 (Video)
How to apply a discount to a patient's account (Video)
Unposted ERA Transactions (Video)
VIDEO: Billing Pick List Overview
Creating Custom Procedure Codes
Custom Price on Fee Schedule
Intelligent Claim Rejection Messages
Billing Reports
Appointment Analysis Report (Video)
Appointment Profile Report (Video)
AR Aging Analysis Report (Video)
Billing Log (Video)
Charge Analysis Report (Video)
Charge Lag Report (Video)
Code Analysis Report (Video)
Collections Analysis Report (Video)
Denial Analysis Report (Video)
Financial Transactions Report (Video)
Insurance Payer Mix Report (Video)
Insurance Submission Report (Video)
Patient Analysis Report (Video)
Patient Balance/Ledger Report (Video)
Patient Follow-Up Appointment Report (Video)
Payment Waterfall Report (Video)
Product/Procedure Report (Video)
Reimbursement Analysis Report (Video)
Rejection Analysis Report (Video)
Unallocated Patient Payment Report (Video)
Underpaid Items Report (Video)
Utilization Analysis Report (Video)
Chart Optimization
Patient Chart Documents (Video)
Patient Chart Demographics (Video)
Patient Chart Allergy List (Video)
Patient Chart Header (Video)
Patient Chart Problem List (Video)
Patient Chart Settings (Video)
Patient Chart Sidebar Navigation (Video)
Patient Chart Summary (Video)
Patient Care Plan Summary Widget (Video)
Communication and Tasks
Task Center Overview (Video)
Customer Support
DrChrono Support Chat (Video)
Empower Series
August 2026
May 2026
February 2026
December 2025
September 2025
June 2025
March 2025
September 2024
August 2024
July 2024
Form Building
Clinical Form Management Enhancements (Video)
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
Charting on the iPad (Video)
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
Labs
Health Gorilla (Video)
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
Invite a Patient to OnPatient
Patients and Charting
Auto-Start ePA using the CoverMyMeds Integration (Video)
eRx Delegation ( Video)
Draft Prescriptions (Video)
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
Uploading Documents to a Patient Chart
Sending Referrals Tutorial Video (Web)
Reports
Audit Log
System Reports
Schedule
Appointment Recovery
Appointment Reminders (Video)
Appointment Templates
Building Appointment Profiles on DrChrono
Bulk Appointments
Dashboard (Video)
How to Add a New Patient on DrChrono
How to Hide Canceled and Rescheduled Appointments (Video)
No Show Predictor (Video)
New
Schedule Appointments (Video)
Telehealth
Consent Forms and Telehealth Visits
Video Visits on the iPad
Video Visits in DrChrono Web
Getting Started with DrChrono by EverHealth
New User Orientation
Chapter 1: A First Look at DrChrono
Chapter 2: A Full DrChrono Tour
Practice Administrator
Step 1: Applying Quick-Start Configurations
Step 2: Creating User Accounts, Roles and Permissions
Step 3: Setting up DrChrono Payments
Step 4: Managing Billing Settings
Step 5: Managing Offices
Step 6: Creating Profiles and Managing Practice Settings
Step 7: Managing and Editing Clinical Forms
Automating Your Practice
Data Migration Overview
Front Desk & Reception
Chapter 1: Managing the Schedule
Chapter 2: Patient Check-In
Troubleshooting Common Issues
Providers & Clinical Staff
Chapter 1: Navigating the Patient Chart
Chapter 2: Documenting a Clinical Note
Chapter 3: Sending Electronic Prescriptions
Chapter 4: Communicating with Patients via OnPatient
Billing & Coding Staff
Chapter 1: Getting Started with Billing
Chapter 2: Code Visits & Enter Charges
Chapter 3: Submit & Track Claims
Chapter 4: Post Payments & Review ERAs
Chapter 5: Work AR & Resolve Denials
Chapter 6: Bill & Collect from Patients
Chapter 7: Measure & Manage Financial Performance
Practice Manager
Chapter 1: Scheduling Performance & Patient Access
Chapter 2: Financial Performance & Revenue Cycle
Chapter 3: Provider Productivity & Operations
Chapter 4: Payer Mix & Contract Performance
Chapter 5: Patient Experience & Retention
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Holly by Nimblr
Holly by Nimblr Support Resources
Last modified on 09/30/2026 1:28 pm EDT
Holly by Nimblr support resources
Holly by Nimblr Help Center
Email:
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