Updated Articles

  1. Front Desk & Reception — New User Guide

    New to the front desk? This DrChrono by EverHealth guide walks reception staff through scheduling, patient check-in, and daily front-office workflows.
  2. Practice Manager — New User Guide

    For practice managers: this DrChrono by EverHealth guide covers monitoring business performance, tracking key metrics, and running a healthy practice.
  3. Billing & Coding Staff — New User Guide

    For billing and coding teams: this DrChrono by EverHealth guide covers managing claims, posting payments, and running day-to-day billing workflows.
  4. Chapter 4: Communicating with Patients via OnPatient

    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...
  5. Insurance Set up Screen for those utilizing ePS clearinghouse

    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...
  6. Remove or Replace Providers from Your DrChrono Account

    Contact Support to remove (suspend) or replace (swap) a provider.
  7. Set Up Online Scheduling for Your Office

    Set up online appointment scheduling for your offices with DrChrono's scheduling widget.
  8. Adding a Payer or Updating the Payer Address In DrChrono

    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...
  9. Payment Waterfall Report

    The Payment Waterfall report provides a detailed view of how payments are collected over time following charge generation. This enhancement helps providers assess cash-flow timing, monitor payment behavior, and identify reimbursement trends by v...
  10. Local Network Access Browser Settings

    Learn how to manage your browser settings for local network access.