Updated Articles

  1. Auto-Start ePA using the CoverMyMeds Integration Updated

    Automate prior authorization requests in DrChrono. Learn how Auto-Start eliminates manual PA workflows, handles exceptions, and tracks payer responses efficiently.
  2. Auto-Start ePA using the CoverMyMeds Integration (Video) Updated

    Retrospective ePA is available now. Auto-Start ePA (real-time, prospective PA initiation at the point of prescribing is not yet available. If you're interested in enabling Auto-Start ePA please contact DrChrono Support .      Retrospective...
  3. Setting up an Identity Provider for SSO Updated

    First, you will need to set up your practice group and email with an Identity Provider. We support many different Identity Providers. Below are links to each vendor's own general documentation for creating a custom SAML app. These are vendor backg...
  4. Read-Only Plan Features and Restrictions Updated

    This article describes the features and information accessible on a read-only plan.
  5. Financial Transactions Report: Debits tab

    The second tab listed under the Day Sheet is the Debits tab. Here, you can view the charges added for the parameters you set. The controls available include: Date or Date Range Debit Date Type Patient Code Category Provi...
  6. August 2026 New

    Q3 2026 recap: Product vision, strategy, and the all-new OnPatient portal Overview This quarter's Empower webinar centered on where DrChrono product strategy is headed through 2027. Grant Lunney, Head of Product at EverHealth, shared...
  7. May 2026

    Missed our May Empower session? Watch the recording to catch up. See below for the topics covered and the FAQ for questions answered live during the webinar. What's in this session? Real customer insights — An update on how DrChrono custo...
  8. Aging AR Analysis Report: Video Walkthrough

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  9. Aging AR Analysis Report

    DrChrono has made significant improvements to the Aging AR Analysis Report. It will give you better clarity on the money owed to your practice by insurance payers and patients.  To access the report, navigate to Billing > Aging AR Analysi...
  10. Product/Procedure Report: Details Tab

    The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most used procedure an...