Popular Articles

  1. Posting a patient payment in the Patient Payments screen

    Posting a patient payment in DrChrono is very easy! Navigate to Billing  >  Patient Payments   By default, Simple and Condensed views will both be set to On. This provides you with the cleanest, most straightforward ...
  2. My account is on a Read-Only or Billing Work-down plan.  What information do I have access to? 

    My account is on a Read-Only plan. What information do I have access to? Please contact your account manager about pricing for the Read-Only plan. 24/7 DrChrono login access with full account access to view all patient records, medic...
  3. Turning On and Turning Off Your Sample Data

    The Sample Data option in DrChrono is a great way to familiarize yourself with the DrChrono EHR before adding actual patient data. It is designed to be turned on so you can practice and learn the DrChrono platform and turn off and remove the d...
  4. How to Add a New Patient on DrChrono

    You want to add a new patient, but you don't know how? Well here is a simple and fun new tutorial on how to add a new patient on DrChrono. If you are having an issue viewing this video, check it out on YouTube ...
  5. Month End Close: An Overview

    Overview Reporting in DrChrono is based on the transaction date, which is the date the charge or payment was added/posted to the patient's appointment. If these dates are changed, forward or backward, figures listed on financial reports c...
  6. How do I log a phone call with a patient?

    If you have a phone conversation with a patient, you may log the call to your patient's chart. There are two ways of logging phone calls: within the appointment window and directly from your patient's chart. Logging Communications with th...
  7. Getting Started with the Form Builder

    How to build a form.
  8. Electronically Prescribing Controlled Substances with ID.me in DrChrono

    Once you have had your identity verified through ID.me and been approved in DrChrono, you can send electronic prescriptions for controlled substances (EPCS). With ID.me there are two ways you can perform multi-factor authentication (MFA) to send ...
  9. How do I set up Two-Factor Authentication (2FA) for a staff member?

    You can set up a Two-Factor Authentication (2FA) requirement for staff on your account. As prerequisites to enable 2FA for a staff member, you must have the Manage Accounts permission enabled with your permission set, and the staff member f...
  10. DrChrono Password Requirements

    DrChrono strictly adheres to industry password standards and best practices. Create a password for your DrChrono account with the following requirements: A 16-character minimum and 64-character maximum length Three of the following criteri...