Updated Articles | DrChrono by EverHealth

Practice Administrator — New User Guide

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth

Setting up your practice's DrChrono account? This guide walks administrators through account configuration, user setup, and core system settings.
Automating Your Practice

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth Practice Administrator — New User Guide

PRACTICE ADMINISTRATION | AUTOMATING YOUR PRACTICE | 10-MINUTE READ Now that your practice is configured, it is time to double-check that it is optimized to work smarter for your practice. DrChrono includes automation features across e...
Providers & Clinical Staff — New User Guide

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth

For providers and clinical staff: this DrChrono by EverHealth guide covers documenting visits, clinical workflows, and using the EHR at the point of care.
Front Desk & Reception — New User Guide

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth

New to the front desk? This DrChrono by EverHealth guide walks reception staff through scheduling, patient check-in, and daily front-office workflows.
Practice Manager — New User Guide

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth

For practice managers: this DrChrono by EverHealth guide covers monitoring business performance, tracking key metrics, and running a healthy practice.
Billing & Coding Staff — New User Guide

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth

For billing and coding teams: this DrChrono by EverHealth guide covers managing claims, posting payments, and running day-to-day billing workflows.
New User Orientation — Start Learning Here

Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth

New to DrChrono by EverHealth? Start here. This orientation covers the basics every new user needs before moving into their role-specific guide.
Chapter 4: Communicating with Patients via OnPatient

Last Updated: 08/14/2026 in Getting Started with DrChrono by EverHealth Providers & Clinical Staff — New User Guide

PROVIDERS & CLINICAL STAFF | COMMUNICATING WITH PATIENTS VIA ONPATIENT | 10-MINUTE READ Before You Begin Before you start: The patient must be invited to OnPatient in order to send or receive messages. If a patient hasn't been set...
Insurance Set up Screen for those utilizing ePS clearinghouse

Last Updated: 08/12/2026 in Billing Enrollment: EDI Electronic Claims Submissions ePS - eProvider Solutions

The Insurance Setup screen has multiple functionalities. Depending on how the provider/organization is credentialed, some claims may need to be billed with an individual NPI or SSN while another is billed with the group NPI and TIN. This scree...
Implementation Overview

Last Updated: 08/11/2026 in Account My DrChrono Account

All new DrChrono by EverHealth customers are supported through our implementation program with a structured, dedicated engagement designed to get your practice live and confident on DrChrono as quickly as possible. Three weeks from kickoff is our fa...