Updated Articles

  1. Excluding Diagnosis and Billing codes from Clinical Notes

    DrChrono has a setting that allows users to prevent diagnosis codes and billing codes from showing on clinical notes. When providers share clinical notes with patients, this change allows them to keep the notes simple and patient-friendly. ...
  2. Posting a patient payment in the Appointment screen

    In addition to posting from the Patient Payments section, you can also post a patient payment from within the appointment window. The screens look and operate the same. Which you use is going to depend on your function and which part of the...
  3. My identity was verified with an ID.me Trusted Referee. What do I do next?

    Once you have completed your ID.me Trusted Referee video call, you will receive an email. Click on the Continue button. You will be directed to your DrChrono account. On your profile page, select the eRx Info tab. Click on the...
  4. Issuing a Refund Through Square

    Square refunds are started in DrChrono but need to be processed through the Square dashboard. For more information on processing refunds in Square, see Square's resources here . To issue a refund through Square, navigate to the Patien...
  5. How do I delete/remove a provider from my account?

    In order to remove a provider from your account, you will need to work with your account manager to complete this process. Please reach out to your account manager or submit a support ticket to remove the provider. If you do not rememb...
  6. Header and Subheader Fields

    Check out our video on how to use header and subheader fields when creating forms. ...
  7. Patient Payments in DrChrono

    DrChrono provides several ways to process patient payments. This article will provide the resources for you to familiarize yourself with the different options so you can set your office up to efficiently process patient payments. The thre...
  8. How do I reorder items on my patient's appointment detail view on the iPhone?

    In the EHR app , all your appointment information is viewable in the Appointment Detail View pane underneath your patient's basic information. To customize this area, you can rearrange or add/remove fields. To reorde...
  9. Taking a Clinical Photo on the iPhone

    You can add a clinical photo to a patient's chart on the iPhone without having to be in a clinical note. 1. Tap on the patient menu ( ) in the patient appointment window or by searching for the patient. Tap Take Clinical Photo ....
  10. How do I add a supervising signature on the iPhone?

    On the web EHR, a supervising provider can sign off on a rendering provider's clinical note (Guide found here ). This functionality is also extended to the iPhone EHR app. Supervising signatures on the mobile app works the same way as on the web....