Updated Articles

  1. Reset Staff Passwords Updated

    Learn how to reset passwords for your staff.
  2. Edit Staff Updated

    Learn how to edit a staff member's basic information.
  3. Change the Primary Provider for Staff Updated

    Learn how to change the primary provider for staff.
  4. Create Staff Accounts Updated

    Learn how to create staff accounts.
  5. Mobile App Release Notes - August, 2026 New

    iOS design updates, improved dictation reliability, and multi-tag selection now available in Check-In app version 2026.08.0 for your practice.
  6. Resolutions - August 2026 (Mobile) New

    Discover the bug fixes in the August 2026 mobile release. Explore improvements to appointment scheduling, clinical features, and eRx functionality across your practice.
  7. Release Notes - August, 2026 New

    Streamline patient payments with Apple Pay and Google Pay, plus unified insurance management. See what's new in DrChrono's August release.
  8. Financial Transactions Report: Video

    A video walkthrough of the Financial Transactions report. ...
  9. Financial Transactions Report: How to run a report for a specific insurance

    Included in the Financial Transactions report is the option to run a report for a specific insurance. To find the report Navigate to Billing > Financial Transactions   On the Summary Tab, locate the Insurance option.  Pres...
  10. Financial Transactions Report: All Data tab

    The seventh tab listed under the Financial Transactions Report is the All Data tab. Here, you can view all the information corresponding to the parameters you set, including Debits, Credits, Adjustments,  Patient Payments, and Transfers.  You wil...