Popular Articles

  1. How to Build OnPatient Forms Updated

    How to Build OnPatient Forms
  2. Vital Flowsheets

    Watch this video to learn how to use vital flow sheets.
  3. How to Add a New Appointment Profile

    Appointment profiles save you time by pre-populating fields when creating a new appointment. Appointment profiles are used to: Automatically set a Reason For Visit Set a duration for an appointment Set a color for the appointment Fil...
  4. Insurance Credit Card Payments: How do I process it?

    Suppose you receive a credit card (aka Virtual Credit Card) from a health insurance payer for reimbursement for services rendered to your patients. In that case, DrChrono has an easy way to post the payment and attach the associated ERA. ...
  5. What permissions do staff members have?

    In DrChrono, providers or those with the manage permissions setting can add staff accounts for their staff members. Staff accounts are independent DrChrono accounts associated with a provider and practice group and may be added free of charge. ...
  6. How do I backup all of my information within DrChrono?

    DrChrono offers a number of ways to back up your information. You can learn how to export your patient demographics by going here . There are a lot of other things that you can export and you will learn through this article. Additional Patient...
  7. How do I get a Monthly Report with Insurance Payments, Adjustment and Patient Payments Listed?

    The Financial Transactions (Day Sheet) screen provides you with a day-end or month-end report. The report is based on the payment posted date and not on the date of service. Let's get started: 1. Hover over the Billing tab and select ...
  8. Patient Demographic Records Import - Data Migrations

    DrChrono supports the import of patient demographics from external spreadsheet files (.xls or .csv). We accept the fields and values below to create and populate patient records: Baseline Demographic Fields Column Header Desc...
  9. Taking a Picture of Insurance Cards in the Check-In App

    Your patients can take pictures of their insurance cards (front and back) right from the DrChrono check-in app. 1. To take a picture of the insurance card, the check-in app must be in the onboarding section. Select the patient from the appoi...
  10. Telehealth Troubleshooting FAQ

    1. My patient did not receive their email reminder. Is it possible to send another link? When a video visit is booked, an email is automatically sent to the patient after saving the appointment. You can also send additional reminders with...