Popular Articles

  1. Creating and Using Macros

    Macros can be a great tool to help streamline your workflows and make charting much more efficient. Macros can be used to auto-populate commonly used phrases or notes as well as pull patient information automatically into your Clinical Note. ...
  2. Contacts List Import - Data Migrations

    The Contacts List , located in the Message Center, can be prepopulated with contact entries using a CSV file. The fields below are accepted: Column Name Description Format Required Example First Name Contact's...
  3. My printed HCFA form is not aligned.

    In DrChrono you may fill out HCFA-1500 forms by printing your claim information directly onto the blank HCFA form utilizing the HCFA-1500 (text) option. The option in DrChrono is only configured to work with the most recent HCFA-1500 versio...
  4. Confirming a Provider's Identity for EPCS

    Learn more about Setting Up EPCS with ID.me
  5. How do I edit user/staff account permissions?

    DrChrono allows you to customize what users are able to access. You can restrict/allow access to certain aspects of the software through the staff permissions function under Account > Staff Permissions . First, go to A...
  6. Paying your DrChrono invoice

    Since March 2022, we have been utilizing Oracle Netsuite to simplify the payment of your monthly DrChrono invoice. It includes a new self-service feature that will allow you to pay your invoice by credit card all within the Customer Center....
  7. UB04 Box 67 - How to add diagnosis codes to a patient's institutional claim

    There are a few ways in DrChrono to add diagnosis codes to a patient's claim. Which one is best depends on where you are in the system and what fits better in your workflow. Adding directly to the appointment Navigate to Billing > Live ...
  8. Release Notes - March 20, 2025

     
  9. Creating an Itemized Patient Statement

    DrChrono allows you to generate a single report for a patient with their insurance information, a summary of their balance, and all of their financial transactions. Hover over the Billing tab and select Patient Statements Select a ...
  10.  Patient Chart Settings Tutorial Video

    This video describes how to customize the Patient Header and the Patient Chart Sidebar.