Updated Articles

  1. Billing & Coding Staff — New User Guide

    Last Updated: 08/17/2026 in Getting Started with DrChrono by EverHealth
    For billing and coding teams: this DrChrono by EverHealth guide covers managing claims, posting payments, and running day-to-day billing workflows.

  2. Chapter 4: Communicating with Patients via OnPatient

    Last Updated: 08/14/2026 in Getting Started with DrChrono by EverHealth Providers & Clinical Staff — New User Guide
    PROVIDERS & CLINICAL STAFF | COMMUNICATING WITH PATIENTS VIA ONPATIENT |     10-MINUTE READ Before You Begin Before you start: The patient must be invited to OnPatient in order to send or receive messages. If a patient hasn't been set...

  3. Insurance Set up Screen for those utilizing ePS clearinghouse

    Last Updated: 08/12/2026 in Billing Enrollment: EDI Electronic Claims Submissions ePS - eProvider Solutions
    The Insurance Setup screen has multiple functionalities. Depending on how the provider/organization is credentialed, some claims may need to be billed with an individual NPI or SSN while another is billed with the group NPI and TIN. This scree...

  4. Add Providers to Your DrChrono Account

    Last Updated: 08/10/2026 in Account My DrChrono Account
    Add a provider to your DrChrono account by submitting a support case with their details.

  5. Remove or Replace Providers from Your DrChrono Account

    Last Updated: 08/10/2026 in Account My DrChrono Account
    Contact Support to remove (suspend) or replace (swap) a provider.

  6. Manage Account Settings: Profile

    Last Updated: 08/07/2026 in Account Account Settings
    Providers can enter basic account information on the Profile tab in Account Settings.

  7. Edit Provider and Staff Permissions

    Last Updated: 08/07/2026 in Account Practice Settings Staff
    Learn how to edit staff and provider permissions in DrChrono.

  8. Account Permissions Overview

    Last Updated: 08/07/2026 in Account Practice Settings Roles & Permissions
    DrChrono account permissions can grant or restrict access to different areas of the system.

  9. Set Up Online Scheduling for Your Office

    Last Updated: 08/06/2026 in Account Practice Settings Offices
    Set up online appointment scheduling for your offices with DrChrono's scheduling widget.

  10. Adding a Payer or Updating the Payer Address In DrChrono

    Last Updated: 08/04/2026 in Billing Billing Basics Adding Additional Insurance Payers
    In DrChrono, you can add a payer or change the payer address, if needed. A payer could be an insurance company, auto accident insurance,  workers' compensation plan, or durable medical equipment carrier that pays a patient's claim.   A large lis...
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