Highlights
| New Features | Coming Soon |
|---|---|
| New and improved patient chart experience |
Linked accounts Enhanced delivery of patient statements Underpaid Items Report New Settings permissions |
New features
New and improved patient chart experience
We are thrilled to announce the complete optimization of the patient chart, streamlining your workflow and enhancing patient care.
Following a gradual rollout beginning April 17, the new patient chart experience is now available to all users.
Redesigned Patient Header
The Patient Header is fixed, making it easier to access key patient information while scrolling. New features include:
- Showing gender identity
- A copy-to-clipboard function for patient names
- Direct access to invite patients to OnPatient from the Patient Header.
Customizable Patient Header
Customize the Patient Header to highlight the patient data most relevant to your specialty or role. Add new fields (for example, Patient Balance, Preferred Pharmacy) to the header.
Patient chart summary
The new Patient Summary offers a quick, read-only view of essential patient information, with links to relevant chart sections. Future updates will include additional widgets and interactive, customizable options.
Customizable Patient Chart Sidebar
Customize the patient chart by showing, hiding, or reordering tabs based on your specialty or role.
Optimized Problem List
The Problem List provides flexibility and clear visibility into your patients' conditions. Easily add, edit, or remove problems to maintain an up-to-date, comprehensive health record.
Optimized Allergy List
The Allergy List is now more streamlined:
- Exclude unnecessary codes with an improved Add Allergy feature
- The system prevents you from adding non-drug allergies when medication allergies are already listed and blocks duplicate allergen entries
Related resources
- Empower Webinar
- Customize the Patient Chart Header
- Customize the Patient Chart Sidebar
- Patient Chart Allergy List
- Patient Chart Header
- Patient Chart Permissions
- Patient Chart Problem List
- Patient Chart Sidebar Navigation
- Patient Chart Summary
- Patient Chart Tutorial Videos
Enhancements
Enhanced Eligibility Dashboard
We are excited to announce a redesigned and optimized real-time Eligibility Dashboard. You can now:
- Create eligibility groups
- Check eligibility and benefits for a specific specialty
Related articles
- Create and Use Eligibility Groups
- Real-Time Eligibility Verification from a Patient's Chart
- Specialty Specific Eligibility
Visibility of the patient's allergy and problem record
Primary providers have full access to their patients' medical records, including all entries in the Allergy List and Problem List within the patient chart. Staff members associated with a primary provider can also view the patient's Medication List. When adding new staff, you must assign a primary provider to ensure appropriate access permissions.
Visibility of the patient's medication record
Primary providers now have full access to their patients' charts, including complete visibility of the Medication List. Staff members linked to a primary provider also gain access to view this list.
Key updates:
- Primary providers can view all medications prescribed to their patients.
- Staff must be linked to a primary provider during setup to receive appropriate access.
- Medication ownership is now assigned to the patient’s primary provider, not the prescribing physician.
Membership subscription updates
You can now manage patient membership plans directly from the patient account. Similar to payment plans, you can skip a payment, cancel a plan, and send receipts after a payment is processed.
New terms and conditions on the API Management page
You are prompted to accept new terms and conditions the next time you use the API Management page.
Resolutions
Updated chart ID logic for names with apostrophes
Apostrophes are now skipped during chart ID creation.
Direct messaging improvements
We fixed an issue that prevented some users from successfully transmitting patient clinical summaries through the direct messaging system.
Custom vital dropdown selection improvements
We fixed an issue where the blank option was missing after you selected a dropdown for a custom vital in a patient’s record.
Outgoing electronic prescriptions improvements
We fixed an issue where a red error icon 
incorrectly appeared in the Outgoing Prescriptions report, even though prescriptions were successfully sent to pharmacies that accept electronic scripts through DrChrono.
Bulk locking clinical notes
Clinical notes with missing values in required fields cannot be bulk locked. Some notes with incomplete required fields may still appear in the initial window for selecting notes to bulk lock. Any notes that couldn't be locked—due to missing required information or being completely blank—are listed in a message sent to the doctor's inbox in the Message Center.
Editing restrictions for shared clinical forms
Editing restrictions set by a shared form owner are applied in Clinical Form Management.
Patient payment plans on patient statements
Future payment plan payments no longer incorrectly appear on patient statements.
Support PIN generation
We fixed an issue where a new PIN wasn't generated for users after two successful validations. A new PIN is now generated after every successful validation.
Patient flag log type in the Audit Log
Patient flags now appear as a filterable log type in the Audit Log.
Advanced Report saved filters
We fixed an issue where adding or removing saved filters in the Advanced Report was not recorded in the Audit Log. These actions are now properly tracked, and saved filters remain in place unless manually deleted.
Access to Tutorial and Documentation pages of previous API versions
We fixed an issue on the DrChrono API page so users can access previous versions of the Documentation and Tutorial pages.
Upgrade Account page links
We fixed the broken links on the Upgrade Account page.
Coming soon
Linked accounts
We are pleased to introduce the new linked accounts feature for providers managing multiple practice groups. Designate a primary account and link additional practice group accounts for effortless switching without separate logins.
To link your accounts, create a support case. Notifications are sent to confirm successful account linking.
Enhanced delivery of patient statements
We’re excited to announce that patient statements can now be sent via:
- Text message
- Traditional mail
These new options are designed to streamline your workflow, boost efficiency, and accelerate patient payments.
Ensure patient profiles have updated phone numbers and email addresses to take full advantage of this feature.
Underpaid Items Report
The Underpaid Items Report helps you identify claims the insurance payer didn't process at the expected, contracted-allowable amount.
Related resources
- Underpaid Items Report: Overview
- Underpaid Items Report: Running the report
- Underpaid Items Report: Set Up
- Underpaid Items Report: Video
New Settings permissions
We are offering more flexibility around Settings access.
- Account Settings permission - With this new permission AND the existing Settings permission turned on, you can access the Account Settings page.
- Custom Fields permission - With this new permission AND the existing Settings permission, you can access the Manage Custom Data page.
- Office Settings permission - With this new permission AND the existing Settings permission turned on, you can access the Manage offices page.
- OnPatient Settings permission - With this new permission AND the existing Settings permission turned on, you can access the onpatient Settings page.
No action is needed for users who already have the current Settings permission. You will automatically be granted the new permissions
Practice administrators can remove the new permission for users who need access removed to any of the new areas without impacting their access to other pages.