Updated Articles

  1. Set Up Two-Factor Authentication (2FA) for Staff

    Last Updated: 06/17/2026 in Account Account Security
    Learn how to set up 2FA for staff members.

  2. How do I set up Two-Factor Authentication (2FA) in my account?

    Last Updated: 06/16/2026 in Account Account Security
    What is Two-Factor Authentication (2FA)? Two-Factor Authentication (2FA) is a security measure that safeguards your account in the event your login credentials become compromised. With 2FA, your mobile device becomes linked to your login credenti...

  3. Document Tag Management

    Last Updated: 06/16/2026 in Clinical Building Forms Tag Management
    Learn more about document tag management.

  4. Understanding C-CDA Export Data in DrChrono

    Last Updated: 06/16/2026 in Clinical C-CDA
    Learn what patient data is included in DrChrono C-CDA exports, including demographics, problems, medications, allergies, social history, care plans, and more.

  5. Customize the Patient Chart Header

    Last Updated: 06/16/2026 in Clinical Patient Chart Chart Optimization
    Customize the Patient Header from within the patient chart or from Patient Chart Settings.

  6. Customize the Patient Chart Sidebar

    Last Updated: 06/16/2026 in Clinical Patient Chart Chart Optimization
    Customize the patient chart sidebar from within the patient chart or from Patient Chart Settings.

  7. Manage User Dashboards

    Last Updated: 06/16/2026 in Schedule Dashboard
    Reorder, show or hide, and delete user dashboards from the Dashboard Management side panel.

  8. Edit Custom Roles

    Last Updated: 06/16/2026 in Account Practice Settings Roles & Permissions
    Learn how to edit custom roles.

  9. System and Custom Roles

    Last Updated: 06/16/2026 in Account Practice Settings Roles & Permissions
    Learn how to view system roles, create and edit custom roles, and manage staff permissions.

  10. Change the Primary Provider for Staff

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to change the primary provider for staff.
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