Managing Appointments

Now within the patient's appointment on the schedule, under the billing tab, you are able to rearrange ICD-10 diagnosis codes, CPT, HCPCS and custom codes in any order you'd like. ICD-10 Codes Hover over the hamb...

When you set up a recurring series of appointments for a patient, it works differently than when you schedule a single independent appointment. A recurring series of appointments starts with one 'base' appointment for the first appointment, and t...

If you need to cancel an appointment, you can use the appointment status. 1. Select the appointment from the calendar. 2. Select Canceled from the appointment status drop-down menu and select Save or Save & Close . 3. The ...

In the event you need to delete an appointment, you can do so from the calendar or the patient chart. If you need to recover a deleted appointment please refer to this article . From the calendar, open the appointment you need to select ...

If you need to know which provider or staff member created an appointment, you can find out on the schedule. Hover over the appointment and the appointment information will be displayed on the left-hand side of the screen. If a patient sc...

You can create your own appointment status(es) to fit the needs of your practice and workflow. The custom appointment status will appear in the status menu in the appointment window. 1. Go to Account > Custom Fields . ...

DrChrono has a setting that allows you to hide appointments with a canceled or rescheduled status. An appointment's status can be set in the appointment window. By default, canceled and rescheduled appointments will remain on...

The recurring events ( Schedule > Recurring Events ) page shows you all scheduled recurring appointments. You can easily stop a recurring event from scheduling by clicking the stop button. This will remove it from the calendar. ...

You can delete recurring appointments in two ways in DrChrono: from the appointment or from the Recurring Events section. From the Appointment Window 1. From the schedule, open up one occurrence of the recurring appointment. ...

You can easily remove a break from your calendar. 1. Go to the schedule and select the break you would like to remove from the calendar. 2. Above you have the option to either Edit this appointment only or Edit all ...

Patient Flags are a tool that can be customized to denote and report attributes of: A patient: Balance unpaid, special care needs, can / cannot receive treatment, needs special paperwork, etc. An appointment: Requires follow-up visit, lab ...

If you need to change the provider or select a different provider for an appointment, you can do so in the Appointment tab in the Scheduling Appointment window. Open the appointment window. Select the desired Provider from the dro...

Consent forms can be easily added to an appointment from the appointment window once they have been uploaded to your DrChrono account. For more information on uploading consent forms see our article Adding and Setting Up Consent Forms. ...

Overlapping appointments allows you to schedule appointments at the same time in the same exam room in DrChrono . You can enable or disable this setting depending on your in-office or online scheduling needs. Allowing Overlapping App...

DrChrono, by default, allows you to schedule one appointment at a time per exam room. There is a way to change this setting so that you can schedule multiple appointments at one time. Here's how: 1. Go to Account > Provider Sett...

If you would like a specific number of patients to be able to book appointments for the same timeslot, here is how you can make it work through online scheduling. For example: If you only want 3 patients to book appointments for a specific tim...

You may have noticed that after scheduling an appointment there are small initials in the right and left-hand corners. These initials represent the appointment status abbreviation and the provider's initials. The abbreviations or symbols on t...

1. To color code an individual appointment, first open an existing appointment window or schedule a new appointment. 2. Once you have opened up the appointment window, find the Color field on the right half of the page. You can selec...