Updated Articles

  1. How do I create tags to attach to a patient document?

    A great way to filter a search in a patient's history is by using Tags. These are keywords that you set within the DrChrono platform to search by. Tags are completely customizable and you can name them whatever you would like. You are given suggesti...
  2. How do I update my specialty?

    In DrChrono you are able to customize your profile whenever changes are necessary. Please follow the steps below to change your specialty. 1. Hover your cursor over the Account tab in your menu bar, and select Settings from the drop-down...
  3. Add an amendment to a clinical note

    What happens when you sign and lock a clinical note, but you need to make an adjustment or add information without unlocking it? You can easily add any adjustments or changes through amendments. Amendments are added to the end of the clinical note. ...
  4. Setting a Default Appointment Time

    You can set a default appointment time in your account so that appointments will be booked for the time you set. You can always change individual appointment times or set appointment times with appointment profiles . To set a default appoi...
  5. ePS Reconnection Payer List (A-E) as of 4.16.2024

    ePS Payer ID DRC Payer ID Name Line of Business Claims Impacted By CHC Claims Enroll? Claims Re-Enrollment Required Status Date Active Payer Notes HMF13162 13162 1199 National Benefit Fund P ...
  6. How do I manage freedraw settings?

    You can have freedraw images appear throughout the body of your clinical notes or you can have them appear at the end of the note. You can manage where they appear in your account settings. 1. Hover your cursor over the Account tab and...
  7. Enabling or Disabling Overlapping Appointments

    Overlapping appointments allows you to schedule appointments at the same time in the same exam room in DrChrono . You can enable or disable this setting depending on your in-office or online scheduling needs. Allowing Overlapping App...
  8. How do I upload a document to a patient file?

    DrChrono gives you the option to upload any file to a patient chart. Multiple file formats are supported for upload, but we maintain a maximum upload limit of 100MB per document . Uploading a File 1. Open a patient chart by sear...
  9. ePS Reconnection Payer List (N-Z) as of 4.22.2024

    ePS Payer ID DRC Payer ID Name Line of Business Claims Impacted By CHC Claims Enroll? Claims Re-Enrollment Required Status Date Active Payer Notes HMF36398 36398 NAMM OF ILLINOIS P No NO ...
  10. Removing Staff Members (Inactivate Staff)

    DrChrono does not allow for the complete deletion of staff members from the system, however; you can make a staff member inactive so they are no longer able to access the system. In order to do this please follow the below steps. 1. Hove...