Highlights
New feature video overview
Get ready for exciting updates! This month’s release is packed with powerful new features designed to elevate your workflow.
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
ONC health IT certification updates
DrChrono has been updated to meet the ONC HTI-1 certification and United States Core Data for Interoperability v3 (USCDIv3) standards. Users will notice some new or expanded fields for patient information in Clinical Form Manager (FKA Form Builder). These changes make it easier to record and capture complete and accurate details about patients. Users will also notice expanded Decision Support Intervention criteria to cover the expanded data set as decision support intervention rules. Finally, several clinical workflows have been updated to fully support USCDIv3 and HIT-1 certification requirements.
📅 Feature rollout will begin on February 24, with full availability by February 27.
USCDIv3 Clinical Form Management Updates
Clinical forms have been enhanced with new and expanded fields to help you capture more complete and standardized patient information.
New Assessment Forms (web/mobile availability)
New assessment forms are now available on web and mobile, making it easier to document patient information wherever you work.
New Patient Status Indicators (web availability)
New patient status indicators on the web help you quickly record and view important updates about a patient’s current condition.
Decision Support Intervention Updates
Clinical decision support tools have been expanded to use the new data fields and provide more comprehensive guidance during care.
Demographic Updates (Care Team + Occupation)
Patient demographic sections now include expanded Care Team and occupation details for a more complete patient profile.
Reconciliation Updates
Reconciliation workflows have been improved to help ensure medications, allergies, and other records are accurate and up to date.
Problem List Updates
The Problem List has been updated to support more detailed and standardized documentation of patient conditions.
Allergies Updates
Allergy documentation has been enhanced to capture more complete and structured information.
Imaging Orders Updates
Imaging order workflows have been updated to support expanded data requirements and improved documentation.
Lab Orders Updates
Lab order workflows now capture additional standardized details to better support reporting and care coordination.
CCDA USCDIv3 Updates
CCDA exports have been updated to include the latest standardized data elements required under USCDIv3.
Updated FHIR APIs
FHIR APIs have been updated to support the latest certification standards and expanded data sharing requirements.
Patient care plan summary widget
We’ve improved the Patient Care Plan experience with a more streamlined, integrated view directly within the Patient Summary. These updates make it easier for clinicians to create and manage care plans for patient-reported concerns and diagnoses while aligning with regulatory requirements.
Related resources
MIPS Assist program
The MIPS Assist Program offers one-on-one guidance to help your practice complete MIPS reporting with confidence. Get personalized support to reduce the risk of penalties and maximize potential performance bonuses.
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Meet your new AI-powered support chat
We’re excited to introduce DrChrono by EverHealth’s new AI-powered support assistant—designed to get you answers faster and make getting help easier than ever.
Available 24/7, this chat functionality provides instant guidance, helps you create support cases antime, and seamlessly connects you with a live agent when needed.
Why you'll love it
- Instant answers any time: Get immediate, AI-trained answers around the clock. No waiting and no tickets required for common questions.
- 24/7 case creation: Need help outside of live support hours? New functionality can create a support case for you any time.
- Seamless handoff to live support: During live chat hours, easily transition from AI support to a support agent for more complex issues.
- Automatic authentication: Already logged into your EHR? Your session is recognized automatically—no additional login or verification is required.
- Available everywhere you work: Access on both web and mobile so support is always within reach.
How to access
- Web: Select Help in the footer.
- Mobile app: Tap Account > Help > Live Agent Chat.
📅 The new AI-powered support chat will be available by March 2.
Related resources
✨ Enhancements
Enhanced recurring events
We improved the Recurring Events page to provide a more complete, accurate, and flexible view of recurring schedules. These updates introduce new filters and improved data logic, making it easier to manage provider availability and breaks with confidence. We also added a Stop After Date label to the “stop” column to clarify how the stop date should be used.
What's new
- Improved data source: The Recurring Events page now pulls data directly from schedule blocks and not only from appointments.
- Benefit: This ensures all recurring schedule items—including breaks—are accurately reflected.
- Provider filter: New Provider filter to view recurring events for a specific provider.
- Appointment Breaks filter: New Appointment Breaks filter to view schedule blocks that are designated as breaks.
Customer benefit
These updates help you find the recurring event they need to update more quickly by allowing you to search or filter by multiple parameters, rather than only by patient name as before.
Workers' Compensation payer
The following Workers' Compensation payers have been added to the system
- Starr Insurance, payer ID STARR1
- Everest Premier Insurance Company, with payer ID E4758
Editing forms with USCDI v3 fields
We’ve improved the experience when opening forms that contain USCDI v3 fields in the Legacy Form Builder.
If a form includes any of the following fields:
- Clinical Test & Result
- Planned Procedure
- Pregnancy Status
- Pregnancy Intent
- Smoking Status
You will now see a pop-up message (modal) instead of an error.
You will have two options:
Continue
- You will be redirected to the Clinical Form Management screen.
- The selected form will automatically open and be ready for editing.
Cancel
- The pop-up will close.
- You will remain on the Legacy Form Builder screen.
- The form will not open.
- You can select another form to edit.
Forms containing any USCDI v3 fields cannot be opened or edited in the Legacy Form Builder.
AI claim rejection messages
For accounts using the ePS AI Rejection feature, the payer status file (277) responses may include both a standard rejection message and an AI-generated version. We’ve enhanced the system to properly identify AI-generated messages, displaying them in blue. This update ensures rejection messages are presented consistently for a more streamlined workflow.
📖 Intelligent Claim Rejection Messages
Customize remittance report screen
We have added the functionality to hide or display the ERA paid, Adjusted, and Patient Responsibility based on the individual user.
📖 Optional columns in the Remittance Report Screen
Free draw images
You can control how large free draw images appear in clinical notes. Choose from:
- Extra Small
- Small
- Medium
- Large
- Extra Large
- Actual Size (original size, auto-scaled if too large)
These size options are selected in clinical form management and will apply to all images added to that specific free draw field.
🐞 Resolutions
Patient search improvements
We resolved an issue where the patient search returned inaccurate results when patients had multiple names in one field. We enhanced support for patients with multiple first or last names (for example, two first names or two last names), ensuring accurate search results. These improvements make it faster and easier to find the correct patient record, reduce search frustration, and help teams work more efficiently and confidently without missing critical patient information.
Calendar date/time mismatch
There was a discrepancy between the appointment time shown in the Schedule module and the Calendar due to time zone changes. This issue has been resolved.
Fax usage report update
We identified and resolved an issue affecting the root data source of the fax usage report. This update corrects the data source configuration, and fax usage is now displaying accurately.
Improved scrolling in clinical notes multi-select fields
We fixed an issue where multi-select lists in Clinical Notes would scroll back to the top after each selection.
The list will now stay in your current position, making it easier to select multiple items without losing your place.
Missing insurance information error
When insurance information is added or updated in Patient Demographics, all open (unbilled) appointments within the active coverage date range will automatically reflect the latest insurance details. Appointments that have already been billed, submitted, or paid will not be changed. This update occurs seamlessly in the background and ensures accurate primary and secondary insurance assignment based on effective dates.
B11 denial code mapping issue
We fixed an issue that was listing and misrouting the denial code B11 (misrouted claim) as OAB11 (diagnosis inconsistent). The denial will now list and route correctly based on the denial received from the payer.
Clinical note preview timeout fix
We’ve improved how clinical note PDFs are generated to prevent timeout issues when previewing notes that contain large or multiple images.
What's Improved
- Clinical note images will now be automatically compressed during PDF generation based on the free draw image size selected in Clinical Form Management.
- Users should be able to preview notes with large or multiple images without encountering timeout errors.
- This enhancement is to improve performance and reliability.
What to Expect
- Notes with many or large images should now preview successfully.
- If a note is unlocked and re-signed, the timestamp in the footer will update to reflect the most recent Sign & Lock action.
If You Still Experience Issues
- When editing free draw fields in Clinical Form Management, select a smaller image size. The image resolution quality will not be impacted.
- Click Preview Note again to regenerate the PDF.
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
EverHealth Scribe beta program (February–March 2026)
The EverHealth Scribe Beta, available from February through March 2026, 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.
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.
Want to be a beta partner?
Leave a comment in the DrChrono roadmap portal card to become a beta partner for EverHealth Scribe.
Related resources
Redesigned Practice Settings
We're modernizing Practice Settings to better support multi-provider, multi-location, and enterprise organizations. The redesigned experience consolidates management of offices, providers, staff, permissions, scheduling rules, and dashboards into a single, intuitive interface—reducing administrative complexity and improving day-to-day accuracy.
Key improvements
- Centralized control across locations
- Office-level access controls for more precise scheduling
- Streamlined configuration experience designed to scale as your organization grows
Want to be beta partner?
Leave a comment in the DrChrono roadmap portal card to become a beta partner.
Provider-Level Balance (PLB) Report
A new receivables report that gives you clear visibility into outstanding balances by provider, helping billing and finance teams quickly spot reimbursement trends and issues. This makes it easier to track performance, identify problems sooner, and stay on top of provider-level finances.
📖 Provider Level Balance (PLB) Report
Real-time claim submission via ePS
We’ve improved the claim submission process for ePS to provide faster turnaround times and greater reliability. With this update, claims can now be submitted individually to the eProvider Solutions (ePS) clearinghouse through an integrated API endpoint—similar to our Real-Time Eligibility (RTE) process. This enhancement allows each claim to be transmitted as soon as it reaches Billable status, significantly reducing submission delays. This improvement ensures a smoother, more efficient claim submission experience and helps your practice receive responses from the clearinghouse much faster.
📖 eProviderSolutions (ePS) Claim Submission
Health Gorilla integration
Health Gorilla is moving to aFHIR-based integration—creating a smoother, more efficient way to access patient information right inside patient charts.
- Simpler access in patient charts – Find Health Gorilla faster with clearer entry points
- Smoother workflows – A more consistent, streamlined experience across the platform
- Easy transition – Seamless account migration for existing users
📖 Using Health Gorilla (improved workflow)
