Updated Articles

  1. How to use the Adjustment Master screen?

    The adjustment master screen enables a provider to set up their own rules for "Action to be taken" for the adjustment reason codes which will take priority of the current rule of payment posting in DrChrono. Example : Currently, in the DrC...
  2. Adding a subscription membership to a patient's account

    Once the subscription/membership plan is established, it can be added to a patient's chart.    Navigate to a patient's chart via Patient > Patient List. Select the Demographic tab from the list on the left of the screen. A heading for Pa...
  3. Editing, Archiving, and Duplicating Subscription Memberships

    Once a subscription membership is added to a patient's chart, there could be instances where the plan needs to be edited, archived, deleted, or duplicated.  Here is how you can do each of those tasks. Editing | Archiving | Duplicating ...
  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 Pat...
  5. Processing Payments through Square on the iPad EHR App

    You can easily process credit card payments through DrChrono's integration with Square. Payments can be processed via the DrChrono EHR app or the Check-In App. Note: You need to have already set up your Square account and connect...
  6. Square Payments on the iPhone EHR App

    You can easily process credit card payments through DrChrono's integration with Square. After connecting your Square account to DrChrono, payments can be processed via the iPhone EHR App.   Select an appointment.  Go to the Billing Deta...
  7. Processing Square Payments through DrChrono EHR

    Patient credit card payments can be processed through DrChrono's Square integration on the web platform. You can easily enter card information to take payments and save a card on file for later use.           ...
  8. Using Different Locations with Square in DrChrono

    You can set up different locations in Square to use for different offices or providers. Different bank accounts can be associated with different practice locations. You could also use the locations feature to represent different providers. You ...
  9. Connecting Square to your DrChrono Account

    DrChrono's integration with Square makes it easy to take credit card payments in one place without having to log in to a different site. You can easily connect Square to your DrChrono account. Navigate to Account  >  Provider Se...
  10. Square Hardware Compatible with DrChrono

    DrChrono's integration with Square is an easy way for you to process credit card payments from your patients. While Square offers several hardware solutions, not all are compatible with DrChrono's integration. The following Square...