Updated Articles

  1. Manage User Dashboards Updated

    Learn how to update and manage user dashboards.
  2. Create User Dashboards Updated

    Create multiple custom user dashboards tailored to your workflows and priorities.
  3. Patient Payment Plans: Setting up your DrChrono account to accept patient payment plans

    To set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters, including: The minimum monthly payment amount your office will accept. The minimum patient balance your office will a...
  4. Customize Your Clinical Note Templates using EverHealth Scribe

    Customize your clinical notes with AI-driven sections, templates, and attestations.
  5. EverHealth Scribe AI Public Transparency Note New

    Learn how EverHealth Scribe's AI-powered clinical documentation tool works, its benefits and limitations, and how DrChrono ensures patient data privacy and safety.
  6. DrChrono Payments: Voiding or Refunding a patient payment

    If you need to reverse a patient credit card payment processed through DrChrono Payments, there are two ways to do it. If you are reversing a credit card payment that was processed the same day , you have the option to Void the paymen...
  7. 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 ...
  8. 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...
  9. 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...
  10. 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...