Popular Articles

  1. Posting a patient payment in the Appointment screen

    In addition to posting from the Patient Payments section, you can also post a patient payment from within the appointment window. The screens look and operate the same. Which you use is going to depend on your function and which part of the...
  2. Setting a Default Appointment Time

    You can set a default appointment time in your account so that appointments will be booked for the time you set. You can always change individual appointment times or set appointment times with appointment profiles . To set a default appoi...
  3. How do I create tags to attach to a patient document?

    A great way to filter a search in a patient's history is by using Tags. These are keywords that you set within the DrChrono platform to search by. Tags are completely customizable and you can name them whatever you would like. You are given suggesti...
  4. Updox & DrChrono, Single Sign On link

    DrChrono users access Updox and sign in using their DrChrono credentials to authorize the integration. Here is the link to sign in and use DrChrono Premium Features, powered by Updox - https://myupdox.com/ui/html/oauth2/drchrono.html E...
  5. UHC - Q4 2023 MA-PCPi program enhancements

    UHC MA-PCPi Program United Healthcare has made a few updates to the 2023 MA-PCPi (Medicare Advantage Primary Care Physician Incentive program). The changes apply to Q4 2023 only. For additional information, please refer to the following art...
  6. Create Form Tags

    You can create and filter existing forms using a tag method. You can use this feature to: Add a tag to a form. Locate or organize forms based on the tags assigned. Search for a form using a tag. The tag method may help practi...
  7. Carisk Partners (fka iHCFA) - How to Attach Documents to Auto Accident Claims

    Please note that these instructions pertain to users who have the Carisk Partners (fka iHCFA) integration enabled. If you would like access to the feature, please contact your Account Manager for more information. 1. Navigate to patient de...
  8. How to add a charge to an appointment from the Live Claims Feed

    Adding a charge to a patient appointment is a breeze in the Live Claims Feed screen. The steps below will show you how fast and easy it is. Navigate to Billing > Live Claims Feed Pull up the patient's account using their name, chart ID, o...
  9. eProvider Solutions- How do I resume a previously started enrollment request?

    Continuing work on a started, but, not submitted, enrollment request through the EPS-integrated portal is fast, easy, and efficient. To begin - Navigate to Billing > Enrollment Select the Continue Unsubmitted tab ...
  10. DrChrono Payments: Setting up hardware BBPOS Chipper 3XBT

    The BBPOS Chipper 3XBT reader connects to your Apple iOS devices via Bluetooth to process credit card payments. It is compatible with DrChrono Payments and allows for chip, tap, and swipe payment functions. The DrChrono Payments feature...