Articles
INTERNAL: PG Setting to Enable Share Communications Strictly via API
Context:
We currently have a PG Setting that enables the sharing of communication data (faxes, messages, etc.) throughout the practice. There is a use case where customers who make use of our API would like to retrieve all communication data for...
Internal Tool: Trigger Recurring Appointments
Recurring appointments do not become actualized appointments until 3 days before the scheduled appointment.
Normally, we have a daily job that runs once a day This looks for all the upcoming recurring appointments that need to be actualized and...
INTERNAL: Adding/Editing Staff Members in BTG
A new permission called modify-staff-in-btg has been added to allow DrChrono employees to modify (create/edit/delete) staff accounts while breaking the glass into another account.
This permission will be implemented as follows:
User...
INTERNAL - Light Suspend an Entire Practice (PG)
The PG light suspend feature works the same way in which a provider light suspend does, just for the whole practice rather than an individual. The PG light suspend feature won't affect any existing provider suspensions.
For example, if you wer...
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 f...
Setting: Is international customer (eRx)
The Is international customer setting allows providers who are using DrChrono outside of the United States to access the send eRx function. By default, a provider must register with eRx to enter medications and send prescriptions. By checking the...
INTERNAL- Practice Group Settings
Add Doctor - used when adding a provider to a practice group/account
Add Admin - used when adding an admin to a practice group/account
Primary Practice Group Settings
Light Suspended - Providers cannot create appointments...
INTERNAL - Doctor Settings
The purpose of this internal article is to describe the function and purpose of each of the options listed in the "Doctor Setting" section of the CRM. Any heading in blue contains a hyperlink to additional support articles on the topic.
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