Updated Articles

91. Clinical Form Management - Adding Clinical Codes to Forms

    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.

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

    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.

93. Clinical Form Management - Creating a New Form

    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.

94. Linked Accounts in Multiple Practice Groups

    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.

95. Clinical Form Management - Editing, Archiving & Best Practices

    Last Updated: 06/11/2026 in Clinical Building Forms Clinical Form Management
    Learn how to edit, archive, and share clinical forms effectively. Discover best practices for form management, field optimization, and data handling in DrChrono.

96. Clinical Form Management

    Last Updated: 06/11/2026 in Clinical Building Forms Clinical Form Management
    Learn how to create, manage, and edit custom clinical forms with improved workflows. Streamline your form-building process today.

97. DrChrono Payments: Voiding or Refunding a patient credit card payment

    Last Updated: 06/11/2026 in Billing Patient Payments DrChrono Payments
    If you need to reverse a patient credit card payment processed through DrChrono Payments, there are two ways to do it. Same Day- full refund If you need to reverse a credit card payment that was processed the same day, you can use the ...

98. Tracking Important Dates and Information Using Patient Flags

    Last Updated: 06/10/2026 in Reports
    Learn how to create and manage patient flags to track dates, tasks, and special care needs. Set up flag types, add them to charts, and run reports.

99. Tracking Important Dates and Information Using Custom Demographics

    Last Updated: 06/10/2026 in Reports
    Learn how to create custom demographics in DrChrono to track patient data like due dates and form expirations, then filter and report on them.

100. Generating a Patient Flag Report

     Last Updated: 06/10/2026 in Reports
     Learn how to use patient flags in your system to quickly organize and filter patient populations. Step-by-step guide to generating custom reports efficiently.

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