New Articles

1. Clinical Form Management - Adding Clinical Codes to Forms New

   Created On: 06/12/2026 in Clinical Building Forms Clinical Form Management
   Automate billing code attachment to form fields. Learn how to connect ICD-10, CPT, HCPCS, and custom codes to clinical notes for seamless billing population.

2. Clinical Form Management- Using {{value}} When Building a Form New

   Created On: 06/12/2026 in Clinical Building Forms Clinical Form Management
   Learn how to use {value} in custom clinical note forms. Master placeholders, field types, and generate notes that capture patient data exactly as intended.

3. Clinical Form Management - Creating a New Form New

   Created On: 06/11/2026 in Clinical Building Forms Clinical Form Management
   Learn how to create, edit, and format clinical forms with smart fields, auto-save features, and billing code attachments in this step-by-step guide.

4. 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.

5. 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.

6. 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.

7. 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.

8. DrChrono by EverHealth Implementation Overview

   Created On: 06/12/2026 in Account My DrChrono Account
   Learn what to expect during your DrChrono by EverHealth implementation — your timeline, training sessions, data migration, and how to prepare for go-live.

9. 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.

10. 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...

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