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. Outgoing Prescriptions Report

    Track prescription statuses and review prescribing activity with detailed filtering by patient, drug, pharmacy, and date range. Export customized reports easily.
  4. 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.
  5. Release Notes - June 16, 2026

     
  6. Release Notes - January 28, 2026

     
  7. Release Notes - November 18, 2025

     
  8. Patient Chart Appointments

    The Patient Chart Appointments page provides a comprehensive view of all scheduled and past patient visits.
  9. How to Add, Edit, and Archive Patient Insurance

    Add Insurance | Edit Insurance | Archive Insurance Accurately managing patients' insurance is critical to smooth check-in and successful billing. The steps below show how to add new insurance, update existing insurance details, and archiv...
  10. Patient Care Plan Observations and Interventions

    Learn how to add, edit, and manage objectives and interventions in your patient care plans. Streamline care coordination with measurable outcomes.