Open Beta Opportunities

Want to help shape DrChrono features before they're released? As a beta tester, you’ll get early access and a direct line to the team building it. Open beta programs are listed below. If none are listed, check back because new ones come up regularly.   


Feature What You'll Get
After Visit Summary Create personalized, easy-to-understand after-visit summaries using DrChrono's Form Builder to share important visit information with patients. Practices using EverHealth Scribe can also automatically generate summaries based on the clinical conversation. Summaries can be shared through OnPatient or printed for convenient patient access.
In-Chart Clinical Notes Access relevant patient chart information directly within the Clinical Notes module while documenting a visit. This integrated experience reduces screen navigation, making it easier to review patient information and complete clinical documentation.
Message Center: Incoming & Outgoing Fax Manage incoming and outgoing faxes through an enhanced Message Center experience, now with patient chart context available directly within fax conversations. Review relevant patient information without leaving the Message Center, streamlining communication and minimizing interruptions to your workflow.
OnPatient V2 Experience the next generation of DrChrono's patient portal, featuring an updated interface, improved navigation, and enhanced communication tools, including threaded patient messaging. OnPatient V2 makes it easier for patients to engage with their care and stay connected with your practice.
Patient Statement Automation (Phase 1) Reduce manual billing work by automating patient statement generation and delivery. Customize statement schedules, balance thresholds, exclusions, and messaging while maintaining control over whether statements require staff approval or are sent automatically. Billing teams can easily review and manage statement batches, helping streamline patient collections.
Public Intake Collect patient intake forms without requiring patients to create an OnPatient account. Public Intake gives practices a more flexible way to collect patient information and paperwork before a visit.
Telehealth-Only Office Simplify online scheduling for practices offering virtual-only appointments. When an office is designated as telehealth-only, patients booking through DrChrono's online scheduling widget or OnPatient will automatically be scheduled for a telehealth visit, eliminating the need to manually select the telehealth option.

👉 Learn more about the beta program.

Sign up

This form only needs your name, work email address, and practice group ID (located in the bottom left of the DrChrono footer). Select which betas you're interested in.

🔄 Form not loading? Use this beta sign-up link to open it in a new tab.

What to expect

  • Early access to the feature in your account
  • Beta resources and updates sent to the email address you provide
  • Short feedback surveys and discovery calls with our product team
  • Reporting problems with the feature as you find them

Spots are limited. We'll email you to confirm whether you've been added.

About the beta program

Thanks for volunteering for beta. As a beta participant, you get early access to features still in development before we release them to all customers.

What to expect from the feature

Beta features aren’t finished. Some parts may be incomplete or change before release, and you may run into bugs. We’ll keep beta resources up to date as things change.

What we ask of you

We’re offering early access because we want your feedback. By joining the beta, you agree to share your experience with us. This may include short user surveys, discovery calls with our product team, and reporting problems when you find them. Your input directly shapes the final version of the feature.

Sharing feedback

When you report an issue or share feedback, please don’t include patient information. Screenshots and descriptions of what you were doing are the most helpful.