This month's release brings Apple Pay and Google Pay to patient payments and a unified Insurance & Eligibility screen — plus several early-access previews of what's coming next.
Patients paying through your hosted payment links, text-to-pay, or QR codes can now check out with Apple Pay or Google Pay — no card number to type in, and nothing stored by DrChrono.
- ⚡ One-tap checkout speeds up patient collections
- 🔒 Patients authenticate with Face ID, Touch ID, or a device PIN
The statement preview inside DrChrono has been rebuilt to be visually identical to the version your patients receive in the mail — same layout, fonts, and colors.
- 👀 What you see in DrChrono is what your patient sees
- 📉 Fewer billing-mismatch questions from patients
Insurance and Eligibility now live on a single, modernized screen, with streamlined billing-priority switching and archiving support for every insurance type — including Auto Accident and Workers' Compensation.
- 🗂️ One screen instead of two for insurance intake
- 🗄️ Archive and un-archive any insurance type, including Auto Accident and Workers' Compensation
- 🪪 Easier insurance ID card uploads
- 🚪 Removing an exam room with existing appointments now shows a warning before those appointments are automatically reassigned to the highest-numbered room
- 💊 NDC search now works when creating a prescription, not just in the billing tab — Electronically Prescribing Controlled Substances with ID.me in DrChrono
- 💊 Inactive or obsolete medication names now show in a separate section when searching by NDC — Searching for Medications by NDC in Billing
- ✳️ Required fields in Clinical Form Management now show a red asterisk so they're easy to spot
Refunds are no longer limited to cash and check — you'll be able to issue a refund for card and any custom payment type your practice uses, with the refunded amount automatically kept out of unallocated so your balances stay accurate.
- 💳 Refund any payment type, including custom types your practice created
- 🧮 Refunded amounts are automatically kept out of unallocated for accurate balances
Multi-location practices can now generate separate statements by office location instead of one consolidated statement per patient — a better fit for practices operating under separate tax IDs or merchant accounts.
- 📍 Balances and appointments grouped by office, not merged across locations
- 🔍 Filter the Patient Statements list by office to quickly find the right patients
Statements now determine the correct merchant account automatically — following an office-to-practice-group hierarchy — so payment links, QR codes, text-to-pay, and OnPatient payments all land in the right account.
- 🎯 No more manual fund transfers between merchant accounts
- 🧾 Easier reconciliation for multi-location and multi-entity practices
- ⚙️ Configure and view office-to-merchant mappings directly from Settings
Three of your most-used reports — Financial Transaction, Aging AR Analysis, and Product & Procedure — are moving to a modernized reporting platform. The reports themselves aren't changing; this lays the groundwork for richer reporting down the road.
- 📊 Same reports, same data, no disruption to your workflow
An early look at a consolidated documentation experience: the patient chart and the clinical note live in a single tab, so you're not toggling between windows mid-encounter. Early access opens to select practices starting in September.
- 🖥️ One tab for chart and note — no more window-switching
EverHealth Scribe can now recommend medications and SIG entries based on your visit transcript, delivered as eRx drafts that flow through your existing delegation and approval workflow. Early access opens in September.
- ✍️ Fewer manual searches through the medication compendium
- ✅ Drafts flow into your existing eRx and delegation workflow — nothing new to learn
▶️ Release spotlight video
Watch the August recap🎬 Interactive walkthroughs
Step-by-step demos for new features — linked from each section above.
🎬 No walkthroughs published yet for this release — [placeholder: add Supademo links as they become available]