Updated Articles

1. Linked Accounts in Multiple Practice Groups Updated

   Last Updated: 06/11/2026 in Account My DrChrono Account
   Providers working in multiple practice groups can log in to one account and access all of their other practice group accounts.

2. Restrict Staff to an Office Updated

   Last Updated: 06/09/2026 in Account Practice Settings Staff
   Restrict staff to an office or multiple offices on the Staff page.

3. Export Individual Patient C-CDA Files Updated

   Last Updated: 06/08/2026 in Clinical C-CDA
   You can export a patient's clinical summary file — called a C-CDA — directly from their chart. You can also share it with your patient through OnPatient. For details on exactly what data is included in a C-CDA file, see our related article . ...

4. Document Tag Management

   Last Updated: 06/12/2026 in Clinical Building Forms Tag Management
   Learn more about document tag management.

5. Understanding C-CDA Export Data in DrChrono

   Last Updated: 06/12/2026 in Clinical C-CDA
   Learn what patient data is included in DrChrono C-CDA exports, including demographics, problems, medications, allergies, social history, care plans, and more.

6. Customize the Patient Chart Sidebar

   Last Updated: 06/12/2026 in Clinical Patient Chart Chart Optimization
   Customize the patient chart sidebar from within the patient chart or from Patient Chart Settings.

7. Clinical Form Management - Adding Clinical Codes to Forms New

   Last Updated: 06/12/2026 in Clinical Building Forms Clinical Form Management
   Automate billing code attachment to form fields. Learn how to connect ICD-10, CPT, HCPCS, and custom codes to clinical notes for seamless billing population.

8. Clinical Form Management- Using {{value}} When Building a Form New

   Last Updated: 06/12/2026 in Clinical Building Forms Clinical Form Management
   Learn how to use {value} in custom clinical note forms. Master placeholders, field types, and generate notes that capture patient data exactly as intended.

9. Clinical Form Management - Creating a New Form New

   Last Updated: 06/12/2026 in Clinical Building Forms Clinical Form Management
   Learn how to create, edit, and format clinical forms with smart fields, auto-save features, and billing code attachments in this step-by-step guide.

10. Clinical Form Management - Getting Started & Managing Your Forms New

    Last Updated: 06/11/2026 in Clinical Building Forms Clinical Form Management
    Discover how to create, organize, and manage custom clinical templates in your patient notes. Learn to search, filter, and edit forms efficiently.

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