Updated Articles

1. Productivity Report Updated

   Last Updated: 05/06/2026 in Reports
   The Productivity Report outlines the number of appointments you had and the total time spent completing the appointments.

2. Appointment Report Updated

   Last Updated: 05/06/2026 in Reports
   Generate an Appointment Report for a list of appointments.

3. Set Up Follow-up Reminders Updated

   Last Updated: 05/06/2026 in Schedule Reminders
   Set up a follow-up reminder |  Schedule a follow-up reminder from the appointment  |  Schedule a follow-up reminder from the patient's chart A follow-up reminder prompts patients to schedule appointments on a date you recommend. These remi...

4. Set Up Appointment Reminders Updated

   Last Updated: 05/06/2026 in Schedule Reminders
   Set up appointment reminders from the appointment window.

5. Deactivate Patient Charts Updated

   Last Updated: 05/06/2026 in Patient Management Patient Information
   Deactivate patient charts by changing the active patient chart status to inactive or inactive-deceased.

6. Manage Sample Patient Data Settings Updated

   Last Updated: 05/06/2026 in Account My DrChrono Account
   Submit a support case to enable or disable sample patient data for an account.

7. Read-Only Plan Updated

   Last Updated: 04/30/2026 in Account My DrChrono Account
   This article describes the features and information accessible on a read-only plan.

8. Add Providers Updated

   Last Updated: 04/30/2026 in Account My DrChrono Account
   Learn how to add a provider to your DrChrono account.

9. Requesting Medicare Real Time Eligibility through ePS

   Last Updated: 05/07/2026 in Billing Enrollment: EDI Electronic Claims Submissions ePS - eProvider Solutions
   Beginning in 2026, ALL providers must attest and enroll in the HETS (HIPAA Eligibility Transaction System) to verify Medicare beneficiary eligibility.  As part of this change, CMS is requiring all providers, both existing and new enrollees, ...

10. Practice Settings: Editing a Staff Role

    Last Updated: 05/06/2026 in Account Account Permissions
    Editing a Staff Role for Your Practice Group Within your practice, different staff members can have different levels of permission. With staff roles, you can easily customize which staff members have access to different permissions within...

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