Updated Articles

  1. Manage User Dashboards Updated

    Learn how to update and manage user dashboards.
  2. Create User Dashboards Updated

    Create multiple custom user dashboards tailored to your workflows and priorities.
  3. Patient Payment Plans: Processing monthly payment plan payments

    When you have patients who are on monthly payment plans, it is often helpful to see all of the plans at once. This can help budgeting within the office by knowing how many payments and their amounts are expected in a given month. ** Ple...
  4. Patient Payment Plans: Setting up your DrChrono account to accept patient payment plans

    To set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters, including: The minimum monthly payment amount your office will accept. The minimum patient balance your office will a...
  5. Patient Payment Plans: Creating a plan for your patient

    Once you have set the parameters for your account's patient payment plans, you can set up an individual patient plan for each patient. Patient Plan | Skipping a Payment | Make Additional Payment Individual Patient Plan N...
  6. Customize Your Clinical Note Templates using EverHealth Scribe

    Customize your clinical notes with AI-driven sections, templates, and attestations.
  7. EverHealth Scribe AI Public Transparency Note New

    Learn how EverHealth Scribe's AI-powered clinical documentation tool works, its benefits and limitations, and how DrChrono ensures patient data privacy and safety.
  8. DrChrono Payments: Voiding or Refunding a patient payment

    If you need to reverse a patient credit card payment processed through DrChrono Payments, there are two ways to do it. If you are reversing a credit card payment that was processed the same day , you have the option to Void the paymen...
  9. Editing, Archiving, and Duplicating Subscription Memberships

    Once a subscription membership is added to a patient's chart, there could be instances where the plan needs to be edited, archived, deleted, or duplicated.  Here is how you can do each of those tasks. Editing | Archiving | Duplicating ...
  10. DrChrono Payments: Merchant IDs

    When setting up your account to process credit card payments utilizing DrChrono Payments, you will need to set which merchant ID the payments will be processed under. With DrChrono Payments, you can set the Merchant ID for the entire practice...