Updated Articles

  1. Release Notes - May 12, 2026

     
  2. Insurance Plan Types Explained

     When adding a patient's insurance plan in DrChrono, an important field to fill in is the Insurance Plan Type . Entering it at the time of check-in can reduce the likelihood of the claim being rejected for this information. Typically the type o...
  3. Creating and Managing Patient Statements

      On DrChrono's Apollo or Apollo Plus plan, you have the ability to send and manage your patient statements through the Patient Statements page. Hover over Billing on your DrChrono navigation bar and select Patient Statements . Once you...
  4. HCFA 1500 Boxes and Where Information Is Pulled

    DrChrono pulls data from a patient’s chart and your office settings to populate the CMS-1500 health insurance claim form. This article identifies which fields the data is pulled from.
  5. Creating a New Request : EHI Export

    Learn more about creating a new EHI export request.
  6. DrChrono Implementation Overview

    Learn what to expect during your DrChrono by EverHealth implementation — your timeline, training sessions, data migration, and how to prepare for go-live.
  7. OnPatient Mobile App Overview and Settings

    The main profile page gives quick access for patients to health data entered by the provider including: Medications Medical Conditions Allergies Lab Results Immunizations Patients can easily access this data by selecting the r...
  8. Patient Chart Header

    The Patient Header provides quick access to essential patient chart details.
  9. Setting Up eRx Delegates for Non-Controlled Substance Prescriptions

    Learn how eRx Delegates streamline prescription management. Enable staff to send non-controlled prescriptions on your behalf while maintaining compliance and audit trails.
  10. Getting Started with the EverHealth Customer Self-Service Portal

    Use the EverHealth Customer Self-Service Portal to manage your account.