INTERNAL - Turning on Electronic Case Reporting for a Customer

To set up electronic case reporting, go to Swords, DrChrono Sales CRM, and then click the PG-Practice Group Settings button. Scroll down until you find the Enable eCR check box (or use command + F).

Check the box to turn it on for a customer. See screenshot below:

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Now electronic case reporting will be active and the customer will need to be informed on how to set it up on their end. See: Automated Electronic Case Reporting (eCR) with DrChrono.