Reports

DrChrono offers you several predefined reports and an easy way to create customized reports. Each predefined report has values already chosen for you. If you would like to add or remove a value you can create that report in the Advanced Report sec...

DrChrono has a series of reports set up that you can easily and efficiently run for your practice. They are located under Reports. The following reports: Productivity, Outgoing Prescription, Patient Insurance Authorization, Appoin...

You can easily run a report to gather a spreadsheet of patients and their insurance information. 1. Hover your cursor on Reports and choose Advanced Report . 2. Click on Export to File and select Custom Export . ...

You can generate a report to see which patients have appointments scheduled and which ones do not use the Advanced Reports feature. 1. Go to Reports > Advanced Reports . 2. Under the Export to File drop-down me...

The appointment report allows you to g enerate a list of appointments that can be further filtered by appt status, billing status, patient name, offices, rooms, and dates. 1. To access and run an appointment report, go to Reports > A...

Reports on custom demographics can be generated under the Advanced Report feature in the Reports menu. 1. Go to Reports > Advanced Report 2. Once in the reports screen, there are two options to run a report on custom demographics. O...

The patient report feature allows you to generate patient reports based on demographics, medication, diagnoses, allergies, or lab results. 1. Go to Reports > Patient Report . 2. Select the parameters you would li...

Your audit logs are a powerful way to track all the patient activity within your account. It can be used to track your patients' changes, view staff activity, and troubleshoot problems. The logs can be exported to a CSV file that can be viewed...

The Audit Log is a tool that helps you track account activity. It can be used to track your patients' changes, view staff activity, troubleshoot problems, and more. To get to the Audit Log, mouse over Clinical and then select Audi...

Have you felt that creating a patient group from Patients > Patient Group section is time-consuming? Here is an easier way to create a patient group! For example: If you would like to create a group for a list of patients with a specific ...

You can run a report that lets you view all of your notes' lock status. 1. Hover over the Reports tab and click Advanced Report . 2. Be sure the Appointments tab is selected and apply any filters. Click Export to Fil...

You can easily use the advanced report that shows a list of patients who have not had appointments recently. This is a great way to pick out who to reach out to for follow-up visits. 1. Hover your cursor over the Reports tab and click...

Using patient flags makes easy and quick work of identifying certain subsets of your patient population. Once entered on a patient's chart, you can quickly and easily pull reports based on those flags. Think of these flags as yellow post-it TM no...

1. Hover your cursor over Reports and click on Advanced Report . 2. Click on Export to File and then select Custom Export . 3. Select the options you would like to include in your report and click Export ....

You can use the Advanced Report to generate a report of your patients who are using OnPatient. 1. Go to Reports > Advanced Report . 2. Be sure the Patients tab is selected and select Patient Filters . 3. Click Patient Portal ...

Keeping your practice efficient is our goal at DrChrono, which is why we provide a productivity report that is easy to view and export. 1. To view your productivity report go to Reports > Productivity Report . 2. The report...

You can monitor texts, follow-ups, and automatic phone call reminders sent to patients on the Usage page. Select   Account > Provider Settings . Select the Usage tab. It is the user's responsibility to monitor usage. Contact y...

DrChrono does not automatically move appointments. Sometimes a staff member may accidentally move an appointment from the website or the iPad. Here's how you can check if someone within your practice moved an appointment. 1. Go to Clinical >...