Updated Articles

  1. Edit Custom Roles

    Last Updated: 06/16/2026 in Account Practice Settings Roles & Permissions
    Learn how to edit custom roles.

  2. System and Custom Roles

    Last Updated: 06/16/2026 in Account Practice Settings Roles & Permissions
    Learn how to view system roles, create and edit custom roles, and manage staff permissions.

  3. Change the Primary Provider for Staff

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to change the primary provider for staff.

  4. Assign Tasks to Groups

    Last Updated: 06/16/2026 in Messages & Tasks Task Center
    Learn how to assign a task to a group.

  5. Change DrChrono Account Email Addresses

    Last Updated: 06/16/2026 in Account Account Settings
    Learn how to change the email address you used when you created your DrChrono account.

  6. DrChrono App Unlock PIN

    Last Updated: 06/16/2026 in Account Account Settings
    Learn how to manage your DrChrono App Unlock PIN with instructions to view, change, enable, disable, and configure PIN settings from the web and mobile app.

  7. Change Provider Passwords

    Last Updated: 06/16/2026 in Account Account Security
    Learn how to change your DrChrono provider password.

  8. Reset Staff Passwords

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to reset passwords for your staff.

  9. Edit Staff

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to edit a staff member's basic information.

  10. Restrict Staff to an Office

    Last Updated: 06/16/2026 in Account Practice Settings Staff
    Learn how to restrict staff to one or multiple offices.
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