This release brings EverHealth Scribe BillingAssist to every practice, along with refunds that stay tied to the original payment, ThoughtSpot.AI reporting, and a more powerful Outgoing Prescriptions report. It also brings the updated Message Center, with threaded patient conversations, to every practice. Early access expands with real-time claim submission, the Stripe S710 terminal, and In-Chart Clinical Notes.
Whenever a new provider or staff user is created for your practice, users with the Manage Staff permission now get a Message Center alert, so access is never granted without the right people knowing.
- 👤 Each alert shows the new user's name, role, and when they were created
- 🔁 If no one has Manage Staff, the alert goes to the Primary Provider
- 🗂️ Your sign-in session now stays in sync across every DrChrono browser tab you have open
Refunds now link back to the payment they came from, across card, check, cash, and manual payments, and reverse that payment's allocation automatically, so your patient balances stay accurate with no cleanup.
- 🔗 Every refund is tied to its original payment
- 🧮 No unallocated balances left behind after a refund
- ✅ A guided refund window checks your entries before you submit
The Prior Authorization tab in the Message Center now shows a PA Status column for every electronic prior authorization, so you can spot the requests that need an action or an answer without opening each patient's chart.
- 👀 Know at a glance which requests need follow-up
- 🔄 Status matches the patient's Authorizations tab in Demographics
Financial Transaction, Aging A/R Analysis, and Product & Procedure reports now run on ThoughtSpot.AI for all practices, giving you faster, more flexible reporting in one place. The remaining 17 reports, including Denial Analysis and Payer Mix, follow later in October.
- 💾 Save your filters and views
- 🗓️ Schedule reports to run automatically
- 🔎 Explore the data behind any report without building a new one
- 🗃️ Archiving a payer enrollment now automatically cancels any enrollment request still in process
- 🏢 Protective Insurance Co. is now available as a workers' compensation payer, with payer ID E1568
- 📝 You can now add a billing description for CPT 58578 in your fee schedule
The updated Message Center groups patient messages into conversations and moves to a new, modernized navigation, so you can follow a whole conversation in one place instead of searching the inbox for earlier context.
- 💬 Earlier messages on the same topic appear together in one thread
- 🧭 This new layout is setting the foundational design that will expand to additional sections, like fax, in the future.
New filters on the Outgoing Prescriptions report let you pull every prescription for specific medications, controlled-substance schedules, patients, or pharmacies over up to two years, then export the results for state reporting.
- 💊 Search for several medications at once, by brand or generic name
- 📍 Filter by schedule (I–V), patient state or ZIP code, patient group, and pharmacy state
- 📤 Export includes dosage, quantity, days supply, prescriber, and pharmacy details
- 📚 The 2027 ICD-10 code updates and new HCPCS codes effective October 1, 2026 are now available
EverHealth Scribe BillingAssist suggests CPT codes within its AI-drafted assessments and diagnosis lists, following billing rules, and every practice can now turn it on.
- 🧾 CPT suggestions arrive with the assessment and diagnoses Scribe drafts
- 🔎 BillingAssist doesn't yet factor in your DrChrono billing profiles or CPT automation from clinical form fields, so review the codes in DrChrono after sending them to the EHR
Two new demographic variables for macro buttons pull the patient's objective pronoun and their referring physician's name straight into your clinical notes, so you no longer type them by hand.
- 🗣️ A him/her pronoun variable, with uppercase and lowercase options
- ✉️ Referring Doctor First Name and Referring Doctor Last Name variables for consult-letter salutations
As part of this release, we are continuing our ongoing work to assess, monitor, and address any security vulnerabilities.
A new View HCFA/UB-04 button next to View EDI in a claim's billing log shows the actual claim form that was submitted: the CMS-1500 for professional claims and the UB-04 for institutional claims.
- 🧾 See exactly what went out on the claim form without leaving DrChrono
- 📞 Have the form in front of you when you answer payer questions or work a rejection
Real-time claim submission sends your ready claims every 15 minutes instead of waiting for the batch that runs every 12 hours, so you get paid sooner and see rejections the same day.
- ⏱️ Claims go out within about 15 minutes of being ready
- 🔁 Catch and correct rejections the same day
The Stripe S710 terminal connects directly to DrChrono Payments, so you can take chip, tap, and swipe payments at checkout on web, the EHR app, and the Check-In app, with each payment recorded automatically.
- 💳 Chip, tap, and swipe on a Wi-Fi-enabled terminal
- 🔄 No separate POS to reconcile against DrChrono
Multi-location practices can generate a separate patient statement for each office instead of one combined statement, so each statement is routed to the right merchant account and reconciled by location.
- 📍 One statement per office, routed to that office's merchant account
- 📱 Patients see which office each statement belongs to in OnPatient
A rebuilt Incoming Fax section in the Message Center adds an inline preview panel and a new workflow for associating a fax with a patient, so you can file faxes without opening each one.
- 👁️ Preview each fax right from the list
- 🧷 Associate a fax with a patient in a few clicks
- 📥 Read and unread, archive, assign, and download all carry over
Office, Facility, Provider, Staff, and Roles & Permissions settings move to redesigned pages with the new EverHealth look and simpler permission management.
- 🛠️ Settings that are consistent and easier to work with
- 🔐 Simpler permission management
In-Chart Clinical Notes brings the clinical note and the patient chart together in one window, so you no longer switch back and forth while you document.
- 🪟 Chart and note side by side as you document
- 🔎 Search your macros right from the note
The yellow sticky note in the clinical note now supports rich text, so formatting from EverHealth Scribe comes through intact and you can edit it in place.
- ✍️ Scribe formatting carries into DrChrono as is
- 🪄 Edit with formatting right in the note, so notes look the same in Scribe and DrChrono
After Visit Summaries now have their own template form in the clinical note on the web, filled in from EverHealth Scribe or by hand if you don't use Scribe, so the summary lives with the visit.
- 📝 Scribe-generated summaries land directly in the note
- ✍️ Practices without Scribe can fill in the form manually
🎬 Interactive walkthroughs
Step-by-step demos for new features — linked from each section above.
💬 Have questions?
Contact DrChrono Support for help with any feature in this release.