New Articles

  1. Clinical Form Management - Getting Started & Managing Your Forms New

    Created On: 05/19/2026 in Clinical Building Forms Clinical Form Management
    Discover how to create, organize, and manage custom clinical templates in your patient notes. Learn to search, filter, and edit forms efficiently.

  2. Clinical Form Management - Editing, Archiving & Best Practices New

    Created On: 06/11/2026 in Clinical Building Forms Clinical Form Management
    Learn how to edit, archive, and share clinical forms effectively. Discover best practices for form management, field optimization, and data handling in DrChrono.

  3. Tracking Important Dates and Information Using Patient Flags New

    Created On: 06/10/2026 in Reports
    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.

  4. Tracking Important Dates and Information Using Custom Demographics New

    Created On: 06/10/2026 in Reports
    Learn how to create custom demographics in DrChrono to track patient data like due dates and form expirations, then filter and report on them.

  5. Restrict Staff to an Office Updated

    Published On: 06/08/2026 in Account Practice Settings Staff
    Restrict staff to an office or multiple offices on the Staff page.

  6. Refund Patient Cash and Check Payments

    Created On: 06/01/2026 in Billing Patient Payments Patient Refunds
    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

    Created On: 05/21/2026 in Video Library Empower Series
    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. Billing

    Created On: 05/11/2026 in Getting Started with DrChrono by EverHealth

  9. New to DrChrono? Start Here

    Created On: 05/11/2026 in Getting Started with DrChrono by EverHealth

  10. Practice Administrator

    Created On: 05/11/2026 in Getting Started with DrChrono by EverHealth
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