Updated Articles

  1. Appointment Report Updated

    Generate an Appointment Report for a list of appointments.
  2. Read-Only Plan Updated

    This article describes the features and information accessible on a read-only plan.
  3. Add Providers Updated

    Learn how to add a provider to your DrChrono account.
  4. Add Text to Email and Text Appointment Reminders Updated

    Learn how to add text to email and text appointment reminders.
  5. Productivity Reports

    Keeping your practice efficient is our goal at DrChrono, which is why we provide a productivity report that is easy to view and export. 1. To view your productivity report go to Reports > Productivity Report . 2. Th...
  6. Requesting Medicare Real Time Eligibility through ePS

    Beginning in 2026, ALL providers must attest and enroll in the HETS (HIPAA Eligibility Transaction System) to verify Medicare beneficiary eligibility.  As part of this change, CMS is requiring all providers, both existing and new enrollees, ...
  7. How to Set Up a Follow-Up Reminder

    A follow-up reminder reminds patients to make appointments on a recommended date that you decide. Follow-up reminders can be set up in advance in a way that works best for reminding your patients to make appointments on the date that you recommend...
  8. Customize Your Clinical Note Templates using EverHealth Scribe

    Customize your clinical notes with AI-driven sections, templates, and attestations.
  9. Financial Transactions Report: Overview

    DrChrono has made significant improvements to the report known as the Financial Transactions report (Day Sheet).  It will now enable you to delve into the financial information from your practice. Let's look at an overview: ...
  10. Complete Payer Enrollment and Resolve Related Medicare Claim Submission Issues

    Submitting Medicare claims successfully requires completing payer enrollment and addressing any related errors. This guide provides an overview of the enrollment process, common errors, and specific scenarios to help you navigate these tasks effecti...