New Articles

  1. Tracking Important Dates and Information Using Patient Flags

    Learn how to create and manage patient flags to track dates, tasks, and special care needs. Set up flag types, add them to charts, and run reports.
  2. Restrict Staff to an Office

    Learn how to restrict staff to one or multiple offices.
  3. Practice Management: Everything in One Place

    The Practice Management module centralizes your offices, providers, staff, roles, permissions, groups, facilities, and role-based dashboards all in one place under the General Management tab.
  4. EverHealth Scribe Billing Assist (Video)

    Access step-by-step video instructions with our expanded view feature.
  5. EverHealth Scribe Billing Assist: Coding Recommendations

    Learn how to review and submit AI-generated CPT billing codes with EverHealth Scribe. Follow our step-by-step guide to ensure accurate codes reach DrChrono.
  6. Refund Patient Cash and Check Payments

    If you need to refund a patient payment made by cash or check, you will need to post the refund in the DrChrono system to keep records accurate and up to date. To post a refund of a cash and/or check payment: Navigate to Billing > Patient Pa...
  7. May 2026

    Missed our May Empower session? Watch the recording to catch up. See below for the topics covered and the FAQ for questions answered live during the webinar. What's in this session? Real customer insights — An update on how DrChrono custo...
  8. Auto-Start ePA using the CoverMyMeds Integration Web (Video)

    Select this link for step-by-step instructions. ...
  9. Clinical Form Management - Getting Started & Managing Your Forms

    Discover how to create, organize, and manage custom clinical templates in your patient notes. Learn to search, filter, and edit forms efficiently.
  10. Create Custom Roles

    Create custom roles on the Roles & Permissions page.