Articles
Reordering procedure and diagnosis codes within the patient's appointment on the schedule
Now within the patient's appointment on the schedule, under the billing tab, you are able to rearrange ICD-10 diagnosis codes, CPT, HCPCS and custom codes in any order you'd like.
ICD-10 Codes
Hover over the hamb...
How Recurring Appointments Work in DrChrono
When you set up a recurring series of appointments for a patient, it works differently than when you schedule a single independent appointment. A recurring series of appointments starts with one 'base' appointment for the first appointment, and t...
Setting your Exam Room Calendar Increments
With the exam room calendar increments, you can adjust the minute increments that appear on your calendar.
In the example below, the increments are set at 10 minutes. If we wanted to schedule an appointment between 8:00 and 9:00, the increm...
How do I schedule an appointment? (EHR Web)
You can easily schedule an appointment for new or existing patients from the calendar. In just a few short steps you will be able to make an appointment and add specific information to the patient file straight from your DrChrono calendar.
...
CDS Rule Flags in the Appointment Window
CDS rule flags allow you to quickly see what Clinical Decision Support r ules a patient falls into based on the parameters of the rules. You can see the rule flags in the appointment window.
You can remove these flags from the a...
Changing an Appointment's Status (Web)
You can use the appointment status to show the patient's journey before, during, and after their visit. Your DrChrono account comes with several default statuses.
The included statuses are:
Arrived
Checked In
Checked In Online
In Room ...
How do I create a custom appointment status?
You can create your own appointment status(es) to fit the needs of your practice and workflow. The custom appointment status will appear in the status menu in the appointment window.
1. Go to Account > Custom Fields .
...
The Appointments Dashboard
The Appointments Dashboard shows your appointments for the day, along with the current appointment status. The Appointments Dashboard is a great place to track and adjust the status of multiple appointments.
Any changes to an appointment's s...
Canceling an Appointment
If you need to cancel an appointment, you can use the appointment status.
1. Select the appointment from the calendar.
2. Select Canceled from the appointment status drop-down menu and select Save or Save & Close .
3. The ...
Hiding Canceled and Rescheduled Appointments from the Schedule
DrChrono has a setting that allows you to hide appointments with a canceled or rescheduled status.
An appointment's status can be set in the appointment window.
By default, canceled and rescheduled appointments will remain on...
How do I delete an appointment?
In the event you need to delete an appointment, you can do so from the calendar or the patient chart. If you need to recover a deleted appointment please refer to this article .
From the calendar, open the appointment you need to select ...
Recovering a Deleted Appointment and Clinical Note
If you have accidentally deleted an appointment, you can easily recover the appointment with the click of a few buttons. Please note this will also recover your deleted clinical note that was associated with the appointment.
Go to Schedule ...
Blocking Non-Working Hours (Breaks/Vacation)
Setting up breaks, vacations or non-working hours in DrChrono is as easy as scheduling an appointment.
1. Roll over the Schedule tab and select Calendar .
2. Select the time slot for the break on the calendar. Click the ...
How do I delete a break from the schedule?
You can easily remove a break from your calendar.
1. Go to the schedule and select the break you would like to remove from the calendar.
2. Above you have the option to either Edit this appointment only or Edit all ...
How do I add a patient flag to an appointment?
Patient Flags are a tool that can be customized to denote and report attributes of:
A patient: Balance unpaid, special care needs, can / cannot receive treatment, needs special paperwork, etc.
An appointment: Requires follow-up visit, lab ...
Time Zone Support
For practices that have offices, patients, and/or providers across different time zones, it can be a challenge to schedule patients and providers when factoring in the time zone variable. DrChrono has introduced a feature to better support this pro...
What do the lock and flag icons on my appointments mean?
The lock icon ( )on your appointments gives you a quick way to know if a clinical note has been locked without having to open the appointment to check. Once a note is locked, the icon will appear when viewing the schedule. For example, below we c...
How do I know who scheduled an appointment?
If you need to know which provider or staff member created an appointment, you can find out on the schedule.
Hover over the appointment and the appointment information will be displayed on the left-hand side of the screen.
If a patient sc...
Scheduling Recurring Appointments
Scheduling recurring appointments in DrChrono is easy and only involves a few extra steps in the appointment scheduling process.
1. Open an appointment window.
2. Enter the patient's name.
Optional: Select an Appointment Profile
3. Che...
How do I see all recurring events?
The recurring events ( Schedule > Recurring Events ) page shows you all scheduled recurring appointments.
You can easily stop a recurring event from scheduling by clicking the stop button. This will remove it from the calendar.
...
How do I remove a recurring appointment?
You can delete recurring appointments in two ways in DrChrono: from the appointment or from the Recurring Events section.
From the Appointment Window
1. From the schedule, open up one occurrence of the recurring appointment.
...
Changing the Provider on an Appointment from the Appointment Window
If you need to change the provider or select a different provider for an appointment, you can do so in the Appointment tab in the Scheduling Appointment window.
Open the appointment window.
Select the desired Provider from the dro...
Attaching a Consent Form to an Appointment
Consent forms can be easily added to an appointment from the appointment window once they have been uploaded to your DrChrono account. For more information on uploading consent forms see our article Adding and Setting Up Consent Forms.
...
Enabling or Disabling Overlapping Appointments
Overlapping appointments allows you to schedule appointments at the same time in the same exam room in DrChrono . You can enable or disable this setting depending on your in-office or online scheduling needs.
Allowing Overlapping App...
Duplicate Appointment Warning
In the event that an appointment is scheduled for the same patient on the same day, you can enable a setting so that a warning message will appear.
To enable the setting, go to Account > Provider Settings and click on ...
Bulk Schedule Appointments
You can schedule multiple appointments at once with our bulk appointment tool. You have the option to schedule appointments in sequence or at the same time.
1. Go to Schedule > Bulk Appointments .
1. First add the pa...
How do I schedule multiple appointments in the same exam room at one time?
DrChrono, by default, allows you to schedule one appointment at a time per exam room. There is a way to change this setting so that you can schedule multiple appointments at one time. Here's how:
1. Go to Account > Provider Sett...
How to Have a Specific Number of Patients Book Appointments for the Same Time Slot
If you would like a specific number of patients to be able to book appointments for the same timeslot, here is how you can make it work through online scheduling.
For example: If you only want 3 patients to book appointments for a specific tim...
How do I use availability search?
Availability Search is a tool that helps you find free time to schedule appointments and can be found by going to Schedule and selecting Availability Search .
On the Availability Search page, you can look for appointments...
My patient's appointment moved! How did this happen?
DrChrono does not automatically move appointments. Sometimes a staff member may accidentally move an appointment from the website or the iPad.
Here's how you can check if someone within your practice moved an appointment.
1. Go to Clinical >...
What do those tiny initials mean on appointments?
You may have noticed that after scheduling an appointment there are small initials in the right and left-hand corners. These initials represent the appointment status abbreviation and the provider's initials.
The abbreviations or symbols on t...
Creating a Custom Appointment Field
DrChrono makes it simple to add additional appointment fields to meet your practice needs.
1. Hover over Account and scroll down and select Custom Fields .
2. Select Appointment Fields .
3. In the right...
How do I view the schedule by office or by doctor in DrChrono?
Viewing the schedule by the office or by a doctor is even more user-friendly than ever.
Please take note that all doctors are unchecked at first, so you must select the desired doctor(s) from the start.
1. Check the box next to the provi...
Printing Calendar Appointments
You can print out your appointments, but not export them into a file.
1. Go to Schedule > Calendar . Click on Print Appointments .
2. Select the filters you would like to print. You can only print one office at a time.
3. F...
Using the Scheduling Widget
DrChrono's scheduling widget allows you to link your schedule to your website. Separate from OnPatient appointment scheduling, the scheduling widget lets you put a direct link into your website so that patients can make appointments when visiting ...
Printing Appointments for any Specific Date Range
Within your DrChrono account, you can easily print appointments for a specific date range. Simply select the desired date range and print your appointments. This give providers and their staff the option to see a forecast of the daily, weekly, or ...
How do I color code an appointment?
1. To color code an individual appointment, first open an existing appointment window or schedule a new appointment.
2. Once you have opened up the appointment window, find the Color field on the right half of the page. You can selec...