Highlights
| New Features | Coming Soon |
|---|---|
| EverHealth Scribe
MIPS reporting |
Improved patient chart Documents
Redesigned Practice Settings management |
🌟 New feature video overview
Get ready for exciting updates! This month’s release is packed with powerful new features designed to elevate your workflow.
Select the Get Started button below to watch our demo to see the latest enhancements in action and discover how they can boost your productivity and improve your practice experience.
🌟 New features
EverHealth Scribe
EverHealth Scribe introduces AI-powered documentation tools designed to reduce clinical note burden and streamline workflows during patient visits. These features help capture conversations, generate structured clinical notes, and prepare information for seamless EHR submission.
Get started with Scribe today!
Key benefits
- Less documentation time: Ambient Scribe listens during visits and automatically generates a complete clinical note.
- Greater control and accuracy: Providers can customize AI-generated notes before they are sent to the EHR.
- Smarter coding support (in testing): Recommends ICD-10 codes based on visit transcripts and queues them for EHR submission.
- Improved efficiency: Reduces manual entry and allows providers to focus more on patient care.
Related resources
MIPS reporting
Electronic clinical quality measures (eCQMs)
To maintain annual certification requirements, we updated Quality Measures to support 2026 reporting. Providers can now select 2026 in the Quality Measures dashboard. Measure definitions and reporting files were also updated to meet the latest CMS submission standards, helping ensure accurate tracking and successful MIPS reporting under the CMS Quality Payment Program.
Updates include:
- Preventive Care and Screening: Screening for Depression and Follow-Up Plan
- Numerator change
- Diabetes: Eye Exam
- Denominator change
- Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
- Population logic updates
- Denominator exclusions
- Controlling High Blood Pressure
- Denominator exclusions
- Diabetes: Glycemic Status Assessment Greater Than 9%
- Numerator update
- Denominator exclusions
- Functional Status Assessments for Heart Failure
- Denominator exclusions
- Documentation of Current Medications in the Medical Record
- Description update
- Version update only, no change to logic specifications
- Closing the Referral Loop: Receipt of Specialist Report
- Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan version change only, no change to logic
- Use of High-Risk Medications in Older Adults
- Colorectal Cancer Screening
- Initiation and Engagement of Substance Use Disorder Treatment
📖 2026 Performance Period eCQMs: Summary of Changes
MIPS Dashboard
We updated the CMS EHR Certification ID displayed on the MIPS Dashboard (Clinical > MIPS /MACRA) to reflect the new 2025 CMS certification format. This ensures the certification ID shown in DrChrono aligns with current CMS requirements and supports accurate MIPS reporting and compliance for the 2025 reporting year.
📖 Navigating the MIPS Dashboard (2025)
✨ Enhancements
Clinical Form Management
We added the Reset to Default option to Clinical Form Management, allowing users to restore preset forms—such as H&P and SOAP—to their original settings if they have been modified.
This option is available only for preset forms and aligns Clinical Form Management with the functionality previously available in the legacy Form Builder.
View-only access for Care Plans
You now have more flexibility and control over who can see and manage Care Plans across your practice.
What’s new:
- Introduced a new View Care Plans permission that provides read-only access to Care Plans and is off by default.
- Users with Manage Care Plans can view and edit Care Plans, while users with View Care Plans can only view but not edit.
- If neither permission is enabled, Care Plans are hidden from the user.
- Care Plan access is available only when the Care Plan feature is enabled and does not impact accounts that haven’t turned it on.
📖 Account Permissions Overview
HCPCS codes effective 4/01/2026
HCPCS codes effective April 1, 2026, have been loaded into the DrChrono system and are available for use on patient claims.
Payer ID added for Carisk Partners
- Payer ID E2441: North American Risk Services NARS
- Payer ID E1514: Los Angeles Department Water and Power
- Payer ID E4750 Risk Management Planning Group
- Payer ID E0219 GCG Risk Management NYWC 1500s
Enhanced security for Support PIN visibility
We improved how your Support PIN appears in the footer to secure your account. The Support PIN now hides by default whenever you load, refresh, or navigate between pages. A new icon next to the Support PIN lets you reveal the PIN only when needed. Select the eye icon to show or hide the PIN.
🐞 Resolutions
Appointment Report filter excludes unselected statuses
We fixed an issue where deselecting Appointment Status or Billing Status options in the Appointment Report filter did not work as expected—the report still returned results for all statuses, as if every option remained selected. Now, the report accurately reflects your filter selections.
Staff members can edit offices for providers with mutual consultant access
We fixed an issue where staff linked to a provider with consultant access couldn't edit the offices of other providers, even with mutual consultant access. Staff can now fully edit offices across all providers with mutual consultant access, with consistent view and edit permissions.
Patient chart sidebar no longer overlaps past appointments on subsequent pages
We fixed an issue where navigating to page 2 or beyond in the past appointments section of a patient's chart caused the appointment list to be partially covered by the patient chart sidebar, making appointment details difficult to view. The full list of appointments is now visible on all pages, with the patient chart sidebar displaying correctly alongside appointment details without overlap.
Appointment Report loading improvements
Previously, navigating to the Appointment Report caused the page to load indefinitely, blocking access. The Appointment Report now loads correctly.
Appointment time shows consistently after provider updates time zone
We fixed an issue where updating a provider's time zone caused appointment times to display inconsistently—correct on the Calendar, but mismatched in the appointment details window. Now, both views show the same time. When updating a time zone, the appointment time stays the same while the time zone adjusts.
Social security numbers and phone numbers auto-format in the patient chart Demographics page
Previously, SSNs and phone numbers entered on the Demographics page required manual formatting before saving. Now, SSNs auto-format as ###-##-#### and phone numbers as (xxx) xxx-xxxx upon saving. This format applies consistently when creating or editing patient records, including US and international numbers.
Phone numbers with 324 area code save successfully
We fixed an issue where entering a patient phone number with the 324 area code caused an error that prevented saving the number despite its valid format. The 324 area code is now recognized as valid, allowing phone numbers with it to be saved without error in cell, home, and office phone fields.
Sample data enable/disable actions logged in Audit Log
Previously, enabling or disabling sample data and sample billing data in Account Settings wasn't recorded, making it hard to track changes that confused providers in larger practice groups. These actions are now always recorded in the Audit Log.
Duplicate cover sheet no longer generated when faxing to own practice number
Previously, when a provider faxed a document from the patient chart to their practice's fax number, two cover sheets were produced—one in Outgoing Fax and another in the confirmation message, causing duplicate cover pages in the PDF preview. Now, self-fax actions generate a single cover sheet record with no duplicates in the confirmation message or PDF preview.
Prescription preview in Chrome
An issue in Chrome (v146) that prevented prescription previews from appearing when reordering medications has been resolved. You can now view prescription previews as expected when reordering medications in Chrome.
Deleting saved credit cards on a patient chart
We fixed an issue that prevented the deletion of a saved card on a patient’s chart.
Patient memberships creating appointments
We resolved an issue in which appointments were created for patients starting a payment plan when the payment date overlapped with their scheduled payment date.
Viewing a patient payment plan under the practice group
We fixed an issue that prevented a patient’s payment plan from appearing when viewing the account as a practice group.
Saving credit card details when using Stripe legacy payments
We fixed an issue that prevented patients from saving card details in the OnPatient portal when using Stripe legacy payments.
Editing or archiving existing EPRNT payer IDs
We fixed an issue that prevented editing or archiving existing EPRNT payer IDs.
📖 Adding a Payer or Updating the Payer Address In DrChrono
Generating a patient statement
We resolved an issue where generating patient statements for certain accounts failed and displayed the error “Failed generating 1 patient statements” in the Message Center. Patient statements now generate and export to the Message Center as expected.
Missing insurance information error
When insurance information is added or updated in the patient chart Demographics page, all open (unbilled) appointments within the active coverage date range can automatically reflect the most up-to-date insurance details. This helps ensure accurate assignment of primary and secondary insurance based on effective dates, without requiring manual updates.
Appointments that have already been billed, submitted, or paid will remain unchanged.
This feature was recently introduced and is currently being reenabled on a limited, opt-in basis as we continue to monitor performance. If you would like it enabled for your account, open a Support case.
Copay label on the Calendar
We fixed an issue with the copay label on the Calendar. The copay indicator in the Daily View has been restored. The indicator now appears when the appointment’s payment profile is not set to cash, and a payment has been collected and tied to that specific visit. This update ensures consistent visibility of collected copays directly on the schedule.
📖 Copay on Daily Calendar View
As part of this release, we are continuing our ongoing work to assess, monitor, and address any security vulnerabilities.
🧭 Coming soon
Improved patient chart Documents
We’re updating the Documents section in the patient chart to help you work more efficiently.
- 🗂️ Advanced sorting and filtering to quickly find documents
- 🏷️ Improved tag management for better organization
- 📤 Faster batch actions, including multi-document faxing
- 🧪 Redesigned Labs section for easier navigation of requisitions and results.
These enhancements make it faster to organize and access patient information—so you can stay focused on care.
Related resources
Redesigned Practice Settings Management
We reimagined how practices manage their operational settings from the ground up. The new Practice Settings experience brings everything into a single, modern interface — built for the way multi-provider, multi-location, and enterprise healthcare organizations actually work.
All configuration — offices and facilities, providers and staff, permissions and roles, scheduling rules, and dashboards — will live in one unified workspace.
Key improvements
- Centralized management — Offices, providers, staff, and permissions managed from one structured workspace.
- Office-level access controls — Define operational boundaries per location and control which providers have availability at specific offices, improving scheduling accuracy.
- Streamlined configuration — A modern UI with guided workflows reduces onboarding time and minimizes configuration errors.
- Scalable structure — Add new locations or teams without restructuring. The platform adapts to your organization.
Want to be a beta partner?
Leave a comment in the DrChrono roadmap portal card to become a beta partner.
Patient chart – Appointments redesign
We're making it significantly easier to find, manage, and act on appointment information directly from the patient chart.
This release introduces a redesigned Appointments section built for clinical staff, providers, scheduling coordinators, and front desk teams — reducing time spent searching and streamlining common scheduling workflows.
Key improvements
- Advanced filtering and search — Quickly locate past or future appointments by date range, provider, location, or clinical note status, without manually scrolling through lists
- Recurring appointment grouping — A new toggle on the Future Appointments tab consolidates recurring series into a single row, reducing clutter for patients with long-term treatment schedules
- Batch actions — Select multiple future appointments at once to perform scheduling actions simultaneously, eliminating repetitive steps
- Card-based layout — A redesigned appointment view surfaces visit type, provider, location, exam room, visit reason, and linked problems and procedures at a glance
- Past and Future tabs — Appointments are now split into two focused tabs, reducing scrolling while preserving full detail
Want to be a beta partner?
Leave a comment in the DrChrono roadmap portal card to become a beta partner.
