New Articles

  1. Printing Calendar Appointments

    You can print out your appointments, but not export them into a file. 1. Go to Schedule > Calendar . Click on Print Appointments . 2. Select the filters you would like to print. You can only print one office at a time. ...
  2. Exporting Custom Procedure Codes

       If you would like to export your custom procedure codes to an MS Excel file, you can do so by following the instructions below. Navigate to Billing > Custom Procedures Select Export to File button at the top right of the screen ...
  3. Sending a Message or Picture to a Provider through OnPatient

    The OnPatient portal provides a secure channel for your patients to send health information to you. The OnPatient messaging system is secure, intuitive, and a familiar method of communication. 1. When your patient first logs in, they will first ...
  4. Editing Your Name, Timezone, Personal Details, and Contact Information

    Your name, time zone, personal details, and contact information will appear on many pages and documents in DrChrono. This guide will explain how to change your settings, as needed, so that your DrChrono account is updated with your accurate details....
  5. What do I do if my fax isn't working?

    If you're having trouble with your DrChrono fax, you will need to contact our customer success team by submitting a ticket . When sending your email, submitting the answers to the following questions will speed up the troubleshooting process....
  6. Posting Multiple Insurance Transactions from a single EOB

    To make things easier to post multiple payments from a single-payer EOB, DrChrono has an area that allows for the posting of multiple lines of transactions instead of adding a line item for each charge. Navigate to Billing > Live Claims Fe...
  7. How Do I Add an Insurance EOB to my DrChrono account?

    If you receive a paper explanation of benefits (EOB) from an insurance payer, the best practice is to scan the document, add it to your DrChrono account, and attach it to the patient's appointment(s) that are included on the EOB. The image will be ...
  8. Productivity Reports

    Keeping your practice efficient is our goal at DrChrono, which is why we provide a productivity report that is easy to view and export. 1. To view your productivity report go to Reports > Productivity Report . 2. The report...
  9. Canceling an Appointment through OnPatient

    If your patients are using OnPatient, they have the option to cancel their upcoming appointments if necessary. Before your patients can cancel appointments on OnPatient, the setting will need to be enabled. Go to Account > Offices and clic...
  10. Making a Form Persistent

    How to make a form persistent.