Popular Articles

  1. Add Providers

    Learn how to add a provider to your DrChrono account.
  2. Adding and Setting Up Consent Forms

    Consent forms can be uploaded to your DrChrono account for easy association to appointments or for staff accessibility and storage. Our consent form interface is designed to be easily integrated into your practice and can streamline obtaining your...
  3. Release Notes - June 5, 2025

     
  4. Printing and Downloading Your Clinical Notes

    You can print all of the clinical notes for a particular patient or group of patients based on criteria available in the Clinical Notes section of the software. Follow the steps below to generate a message in your Message Center with the clinical ...
  5. How to review and/or update credit card details in Netsuite

    Reviewing or updating your payment method in Netsuite is quick and easy. Here's how: Login to the Customer Center Select Make a Payment from the Billing menu and then scroll down to section 2 Enter Credit Card Informati...
  6. Allocated vs Unallocated Patient Payments

    A very convenient feature of DrChrono's patient payment section is the ability to "hold" patient payments, without associating them with a specific patient appointment. This is especially helpful if a patient pre-pays for a service. Here is...
  7. Deleting a payment in the Patient Payments system

    If there is an error in a payment posted, best practice is to counter-post a correction that will keep a record of the error and subsequent correction instead of deleting the payment, which will remove all records of it. ( How to enter a correctio...
  8. Importing Data into DrChrono - Official FAQ

    Moving patient data to DrChrono has never been easier. The FAQ below addresses most questions you may have about transferring your data. If your question/answer is not listed here, please reach out to your DrChrono representative or log a support ...
  9. Patient Chart Permissions

    Learn how to set up patient chart permissions.
  10. How Do I Enter a Taxonomy Code For a Specific Payer?

    Sometimes, a particular payer requests that a certain code, provider number, or taxonomy code appear on all claims for processing. DrChrono makes this easy and allows you to add it for the payer requesting it, but not for any other payer. Hover ...