Updated Articles

  1. Month End Close: How to utilize in my account

    Those who have   Billing Administrator Permissions in DrChrono and are on a plan other than Apollo Plus will see the Month-End Close, where you can select the date on which your account charges, payments, and adjustments will be frozen.  For th...
  2. Month End Close: An Overview

    Overview Reporting in DrChrono is based on the transaction date, which is the date the charge or payment was added/posted to the patient's appointment. If these dates are changed, forward or backward, figures listed on financial reports c...
  3. Smart Desk & Smart Calls Configuration Guide

    Use generative AI to answer patient calls, handle FAQs and scheduling requests, and forward complex calls to staff.
  4. Scheduling Templates Configuration Guide

    Set different self-scheduling hours for specific appointment profiles, offices, and providers.
  5. Same-Day Reminders Configuration Guide

    Send patients last-minute text reminders on the day of their appointment to help reduce no-shows.
  6. Rescheduling Portal Configuration Guide

    Let patients cancel or reschedule their appointments through a personalized self-service link.
  7. Reputation Management Configuration Guide

    Send automatic post-appointment feedback requests and direct satisfied patients to your review page.
  8. Recall Journeys Configuration Guide

    Automatically text patients who are due for a follow-up visit with up to five reminders inviting them to book.
  9. Providers and Exam Rooms Configuration Guide

    Set how providers appear to patients in self-scheduling, including labels, photos, exam rooms, and telehealth links.
  10. No-Show Configuration Guide

    Automatically text patients who miss appointments so they can reschedule on their own.