Updated Articles

1. Restrict Staff to an Office Updated

   Last Updated: 06/09/2026 in Account Practice Settings Staff
   Restrict staff to an office or multiple offices on the Staff page.

2. Export Individual Patient C-CDA Files Updated

   Last Updated: 06/08/2026 in Clinical C-CDA
   You can export a patient's clinical summary file — called a C-CDA — directly from their chart. You can also share it with your patient through OnPatient. For details on exactly what data is included in a C-CDA file, see our related article . ...

3. Clinical Form Management - Getting Started & Managing Your Forms New

   Last Updated: 06/11/2026 in Clinical Building Forms Clinical Form Management
   Discover how to create, organize, and manage custom clinical templates in your patient notes. Learn to search, filter, and edit forms efficiently.

4. Clinical Form Management - Editing, Archiving & Best Practices New

   Last Updated: 06/11/2026 in Clinical Building Forms Clinical Form Management
   Learn how to edit, archive, and share clinical forms effectively. Discover best practices for form management, field optimization, and data handling in DrChrono.

5. Clinical Form Management

   Last Updated: 06/11/2026 in Clinical Building Forms Clinical Form Management
   Learn how to create, manage, and edit custom clinical forms with improved workflows. Streamline your form-building process today.

6. DrChrono Payments: Voiding or Refunding a patient credit card payment

   Last Updated: 06/11/2026 in Billing Patient Payments DrChrono Payments
   If you need to reverse a patient credit card payment processed through DrChrono Payments, there are two ways to do it. Same Day- full refund If you need to reverse a credit card payment that was processed the same day, you can use the ...

7. Tracking Important Dates and Information Using Patient Flags New

   Last Updated: 06/10/2026 in Reports
   Learn how to create and manage patient flags to track dates, tasks, and special care needs. Set up flag types, add them to charts, and run reports.

8. Tracking Important Dates and Information Using Custom Demographics New

   Last Updated: 06/10/2026 in Reports
   Learn how to create custom demographics in DrChrono to track patient data like due dates and form expirations, then filter and report on them.

9. Generating a Patient Flag Report

   Last Updated: 06/10/2026 in Reports
   Learn how to use patient flags in your system to quickly organize and filter patient populations. Step-by-step guide to generating custom reports efficiently.

10. Patient Chart Documents

    Last Updated: 06/05/2026 in Clinical Patient Chart Chart Optimization
    Manage patient documents, permissions, and tags. Efficiently access notes, consents, referrals, and lab results.

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