Account Details and Settings

Changing your name in the account settings could cause name discrepancies with your billing, prescriptions, and clinical notes. Please reach out to your account manager or support if you need to change your name in the account settings. I...

Your DrChrono account comes with a series of settings that allow you to adjust and customize how you interact with your DrChrono account. This article will give an overview of the settings under each tab. The Settings section is ...

The check box " Se nd to all patients " under Patients > Send Email can now be enabled/disabled for customers. You can remove the " Send to all patients " option under the Patients > Send Email section by navigating to the Pr...

In the event you need to export the patient data from your DrChrono account, you will need to work with your account manager to complete the process. If you do not remember your account manager's contact information you can email accountmanager@d...

You can use DrChrono's API to export data from your DrChrono account. This article provides an overview of the specific endpoints needed to obtain a copy of clinical records. For more complete information on our API see our API documentation cent...

You can set your timezone in your account by selecting the Profile tab under Account > Provider Settings . Select the appropriate timezone from the options. Scroll down and select Update Entire Profile...

The daily agenda email from DrChrono sends you a HIPAA-compliant email that shows your appointments for the day. The email will be sent to the provider's email on file. You can click on the link to be taken to the appointment. You wi...

The practice group dropdown allows you to view the collective information of the practice, from all providers, when the Practice Group option is selected. Accessing the Practice Group Dropdown 1. To access the practice group, ...

With DrChrono you can sync your DrChrono calendar to your Google Calendar. This feature is designed to provide a convenient way to quickly glimpse at your day's schedule but is not a replacement for the DrChrono scheduling system. Limita...

Some of our integration partners need your DrChrono Doctor ID or Practice Group ID. You can find these easily in your account. 1. Navigate to Account > Provider Settings . 2. Select the Profile tab if it is not alrea...

One of the first steps you will want to do when setting up your DrChrono account for the first time is to enter all of your contact information. This includes your name, specialty, website, phone numbers, and all of the necessary information to get ...

Your name, time zone, personal details, and contact information will appear on many pages and documents in DrChrono. This guide will explain how to change your settings, as needed, so that your DrChrono account is updated with your accurate details....

You can set a default appointment time in your account so that appointments will be booked for the time you set. You can always change individual appointment times or set appointment times with appointment profiles . To set a default appoi...

In DrChrono you are able to customize your profile whenever changes are necessary. Please follow the steps below to change your specialty. 1. Hover your cursor over the Account tab in your menu bar, and select Settings from the drop-down...

1. To change the default appointment color, first go to Account > Provider Settings and select the General tab. 2. From this page, under Calendar Settings you can select an Appointment Default Color for appointments th...

DrChrono makes it easy to add branding to your emails and official forms. There are two pictures you can change to customize your business's profile. The first is your practice's Profile Picture which will be attached to patient emails. The...

1. To add a suffix, credentials, or salutation to your name, first go to Account > Provider Settings . You will land on the Profile tab by default. 2. On this page, you can select your salutation from the dropdown list an...

1. To enter your official practice name, navigate to Account > Provider Settings . 2. Select the Medical Billing tab. In the third field, titled Practice Official Name , enter in your desired name. 3. Whil...