New Articles

  1. How can I add and view family history on the iPad?

    You can add family history to a patient's chart on the iPad. 1. Tap on the patient's name for the drop-down menu to appear. 2. S elect Family History . 3. Select Add Family Member . ...
  2. Add a Patient's Address to the Appointment Window on the iPad

    We have created a way to allow providers to see a glance to identify the address of a patient in the Appointment Detail View. You can enable this feature on the iPad by following the steps below. 1. Tap More option in the bottom toolbar ...
  3. Deleting a payment in the Patient Payments system

    If there is an error in a payment posted, best practice is to counter-post a correction that will keep a record of the error and subsequent correction instead of deleting the payment, which will remove all records of it. ( How to enter a correctio...
  4. Auto Fill Patient Payments

    Note : Auto Allocation must be enabled by support. Once the auto allocation feature is enabled, you'll notice an Auto fill button toward the upper right side of the screen. The feature will automatically allocate available patient...
  5. Payments tab under Patient Payments

    Let's explore what the column headings represent under Patient Payments. They are denoted by the blue box below.  Navigate to Billing > Patient Payments.   Press on the Payments tab and select a patient by typing their name into the s...
  6. Uploading Multiple Documents for Different Patients

    With DrChrono's Document Management tool, you can import several documents for different patients into the software, all in one, easily accessible spot. 1. Hover your cursor over the Clinical tab and click on Document Management . ...
  7. How to Bulk Lock Clinical Notes

    DrChrono has implemented a feature to save you time by allowing clinical notes to be locked in bulk, instead of individually. If you would like this feature turned on, please reach out to support . 1. Hover the cursor over the Clinical ...
  8. Square: Save Patient Card Info & Process Payment

    DrChrono has increased functionality with the Square app to bring you easier card saving and patient payment processing. 1. Please ensure you are connected to Square by clicking on the Account tab. Once you're on the account page, please ...
  9. Posting a patient payment in the Patient Payments screen

    Posting a patient payment in DrChrono is very easy! Navigate to Billing  >  Patient Payments   By default, Simple and Condensed views will both be set to On. This provides you with the cleanest, most straightforward ...
  10. HCFA 1500 Boxes and Where Information Is Pulled

    DrChrono pulls data from a patient’s chart and your office settings to populate the CMS-1500 health insurance claim form. This article identifies which fields the data is pulled from.