New Articles

  1. How do I set up representatives on my OnPatient account?

    A representative on OnPatient is an individual who may access the patient portal of another patient. This is useful for patients who may have difficulty accessing or managing their patient portal. With representatives, you can send messages and a...
  2. How do I search for unlocked/unsigned clinical notes on my iPad?

    If you would like to view which clinical notes you have not locked and signed, you may use the filter function on your iOS device to view your unlocked notes. To access filters on your iPad, on your EHR navigation tab, select Filters in the uppe...
  3. How do I Communicate/Send Messages to my Biller?

    Through the RCM Tasks page, you can directly communicate with your biller about a task that was issued to the practice through the use of a billing status. When your biller assigns you a task, the task could appear in 2 task panes: Pending I...
  4. What do I do With Tasks my Biller Assigns Me?

        With the RCM Tasks page, any claim/appointment that requires practice assistance to proceed will be listed in one convenient place.   The RCM Tasks Page can be accessed by pressing the $ sign on the toolbar at the top right of th...
  5. Using RCM Tasks to View and Sign Charts

    With the RCM Tasks tool, you can conveniently view which charts need to be signed (as a rendering or supervising provider) and quickly sign to finalize them. Once your charts are signed, they can be submitted to the patient's insurance c...
  6. What is the RCM Tasks Page?

    The RCM Tasks page is designed to help you keep on top of tasks necessary for our RCM team to submit and follow up on claims timely. You can view a list of patient charts that need action, whether it is insurance/demographic or clinical re...
  7. Getting Started with the Form Builder

    How to build a form.
  8. How to create a Custom CPT/HCPCS/ICD-10 that can be billed to the patient's insurance.

     Should you need to bill a CPT/HCPCS/ICD-10 that is not available in DrChrono, you can add it manually.  For CPT codes, you will need the code and its associated long, medium, and short descriptors. For HCPCS codes, you will need ...
  9. Practice Settings: Editing a Staff Role

    Editing a Staff Role for Your Practice Group Within your practice, different staff members can have different levels of permission. With staff roles, you can easily customize which staff members have access to different permissions within the ...
  10. Manage Roles in Permissions Administration

    Learn how to manage roles in Permissions Administration.