Chart Management

Articles

Prior Authorization Alerts
For practices that work with prior authorizations, the DrChrono system has a feature in place that alerts you when five or fewer visits are left. It also includes a counter that alerts you to the number of future visits scheduled. Thi...
Adding Implantable Device Information to a Patient's Chart
You can add an implantable device to a patient's chart under the Implantable Devices section. Click Add Implantable Device . Enter the device's UDI (UDIs need to be entered in GS1 format) and click Check UDI . The...
Accessing the Patient Chart from different areas of DrChrono
You can easily access a patient's full chart history from different sections in DrChrono by clicking on the patient's name. 1. From the clinical note, click the patient's name. 2. From the Live Claims Feed ...
Tracking Your Patient Problems with the Patient Problem List
The Patient Problem List is a convenient way to keep track of your patient's diagnoses. With the patient problem list, you can keep track of both active and inactive problems with a patient and have the problems auto-populated onto your appointment...
Downloading Patient Documents
If you need to export/download a patient's documents, you can do so from their chart. Go to a patient's chart and select Documents from the menu on the left. Scroll down to the Uploaded Documents section. Click ...
How to Use the Medication History Feature
The medication history feature pulls in your patient's medication history available in Surescripts. The medication history feature allows you to get accurate prescription information without having to enter the medication information manually. Sur...
Adding Supplements to the Medication List in a Patient's Chart
You can add supplements to a patient's medication list just as you would any other medication. Navigate to the patient's chart. Select Medication List from the menu on the left. Next, click +Add Medication . Search for and select the...
How do I print out all medical records for a patient?
If you need to print out all of the clinical notes for a patient, you can easily do so in from the Clinical Notes menu in your account. 1. Please hover your cursor over Clinical and click on Clinical Notes . 2. E...
How to Track Bulk Appointment Packages with Authorizations in DrChrono
Appointment packages are used when patients buy a certain number of appointments to be used for a certain time period. For example, some providers will offer packages of 20 appointments a month or 120 appointments a year. It is possible to track a...
How do I log a phone call with a patient?
If you have a phone conversation with a patient, you may log the call to your patient's chart. There are two ways of logging phone calls: within the appointment window and directly from your patient's chart. Logging Communications with th...
Exporting Patient Demographics
DrChrono offers you a way to export your patient demographics. 1. Go to Patients > Patient List . 2. In the top right corner of the page you will see a button that says Export (CSV) please click on it. 3. You will see a confirma...
How to Add Medications to the Medication List
The medication list keeps track of all your patient's medications and also serves as a rapid way to auto-populate fields while sending an eRx. Medications are stored in your patient's medication list. When you prescribe new drugs, DrChrono will auto...
How to find your inactive patients?
You are not able to delete a patient in DrChrono, but you can make them inactive. You can find out how to do that by going here . When a patient is set to inactive they will no longer show in your patient list. If you would like to see the ...