Updated Articles

  1. 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 ...
  2. DrChrono Payments: Merchant IDs

    When setting up your account to process credit card payments utilizing DrChrono Payments, you will need to set which merchant ID the payments will be processed under. With DrChrono Payments, you can set the Merchant ID for the entire practice...
  3. Patient Receipts and Superbills

    DrChrono has two ways you can provide a receipt for payment to your patient: a receipt and a superbill.  Both of these options are available in the calendar view as well as the billing screens.  Each document is the same, no matter where you acces...
  4. Create User Dashboards

    Create multiple custom user dashboards tailored to your workflows and priorities.
  5. Allocated vs Unallocated Patient Payments

    A very convenient feature of DrChrono's patient payment section is the ability to "hold" patient payments, without associating them with a specific patient appointment. This is especially helpful if a patient pre-pays for a service. Here is a...
  6. DrChrono Payments: Processing a patient payment on the iPad

    You can process patient payments on the go by utilizing your iPad. Log into your DrChrono account Pull up the patient's appointment, scroll down, and press Add under the Billing Details section. If "Pay with DrChrono Paymen...
  7. VIDEO: DrChrono Payments: Appointment Window

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  8. VIDEO: DrChrono Payments: Patient Payment Screen

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  9. Patient Chart Documents

    Manage patient documents, permissions, and tags. Efficiently access notes, consents, referrals, and lab results.
  10. Generate a Problem Report

    Learn how to quickly generate and export problem reports to analyze issues within your selected timeframe. Follow our step-by-step guide.