Updated Articles

  1. How do I run a report with the list of patients' insurances?

    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 . ...
  2. Importing your Contact Lists

    If you're on our paid plan, you can submit a support ticket . If you're still in implementation, be sure to check with your implementation specialist. You can use a basic CSV (comma-separated value) file with referral contact inform...
  3. Importing Categories for your Custom Codes

    If you're on a paid plan, you can submit a ticket for assistance. If you're still in implementation be sure to check with your implementation specialist. You can also check with your account manager. You can use a basic CSV (...
  4. Families Using Onpatient (What if my entire family only wants to use one email address?)

    What do you do if you have one email address for your entire family and they all want to use OnPatient? Gmail If you have a Gmail account, you can create accounts under parent.name@gmail.com, and parent.name+child1@gmail.com , parent.name+ch...
  5. Advanced Reporting in DrChrono

    This video explores the multiple reporting options available in DrChrono. Having trouble viewing this video? Click here to view it on our YouTube channel. ...
  6. The DrChrono Dashboard

    Learn how to navigate the dashboard in your DrChrono account. If you are having trouble viewing this video, click here . ...
  7. Creating Patient Groups from Reporting

    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 ...
  8. eRx Favorites and Rx Profiles

    Learn how to use your eRx favorites and Rx profiles. If you have any trouble viewing this video, click here ! ...
  9. Using Picklists in the EHR app

    Having trouble viewing this video? Click here . ...
  10. Using the Clinical Audit Log

    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...