Updated Articles

  1. Read-Only Plan Features and Restrictions Updated

    This article describes the features and information accessible on a read-only plan.
  2. What to Do with Your Account After Selling Your Practice Updated

    Learn how to transfer your DrChrono account and patient records to the new provider.
  3. Patient Care Plan Clinical Codes

    Link SNOMED and LOINC codes to your care plan goals and interventions. Learn how standardized clinical codes improve documentation consistency and interoperability.
  4. Requesting an Eligibility Check and Viewing Eligibility History

    Once you add a payer to a patient’s chart, you can quickly and seamlessly run an eligibility and benefits check.  Requesting Eligibility | Viewing Eligibility History  | Utilizing Eligibility Profiles Requesting Eligibility and Benefits ...
  5. Release Notes - September 30, 2025

     
  6. Overview of new Insurance and Eligibility Screen

    The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces clicks, improves visibility, and helps front-desk and billing teams work more efficiently. What’s new ...
  7. Auto Accident / Workers' Compensation / Durable Medical Equipment Payers

    Claims for auto accident, workers' compensation, and durable medical equipment payers require additional information to be paid.  DrChrono makes it easy to enter the details that payers require. Navigate to the patient's chart > Demographics...
  8. Understanding the Layout of the Screen

    The insurance and eligibility screen is found in the patient's chart under the Demographics section > Insurances tab.  This screen displays all active and archived insurance records and allows users to run and review eligibility checks. For each in...
  9. Video: Insurance and Eligibility Screen

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  10. Release Notes for DrChrono Web 2023-07-28

    Check out our release notes to learn about our latest enhancements to your DrChrono web experience.