New Articles

  1. Appointments Import - Data Migrations

    DrChrono supports the import of appointment data for patients from external spreadsheet files for records that exist in DrChrono. When provided this way, the spreadsheet must follow these formatting guidelines: All column headers must exist o...
  2. Familiar Systems - DrChrono Data Imports

    DrChrono has successfully imported data provided by the EHR software vendors in the grid below. For additional information, please see Importing Data to DrChrono - FAQ . Legend: ❌ = Not compatible ✔ = Compatible Blank = N/A ...
  3. Importing Data into DrChrono - Official FAQ

    Moving patient data to DrChrono has never been easier. The FAQ below addresses most questions you may have about transferring your data. If your question/answer is not listed here, please reach out to your DrChrono representative or log a support ti...
  4. Importing Categories for your Custom Codes

    If you're on a paid plan, you can submit a ticket for assistance. If you're still in implementation be sure to check with your implementation specialist. You can also check with your account manager. You can use a basic CSV (...
  5. Importing your Contact Lists

    If you're on our paid plan, you can submit a support ticket . If you're still in implementation, be sure to check with your implementation specialist. You can use a basic CSV (comma-separated value) file with referral contact inform...
  6. Bulk Importing Patient Demographics

    You can import your patient demographics from a spreadsheet into your DrChrono account. You can use a standard Microsoft Excel spreadsheet (.xls) or a basic comma-separated value file (.csv) with your patient's demographic information. You can f...
  7. What to do with my DrChrono account if I've sold my practice?

    If you've sold your account and would like your DrChrono account and all of your patient information to transfer to another provider, please contact your account manager for assistance. As the owner of the practice, you are responsibl...
  8. A provider has left our practice midterm. What steps do I take?

    If you have a provider who leaves in the middle of the contract term, there are steps you will need to take to limit the access of the provider who left. Charges The charges for the provider license will remain on your account unt...
  9. Secure Sign Up Using reCAPTCHA

    Previously, our sign-up system allowed clients to sign up without verifying an email address or going through a captcha check, which could allow malicious agents to create limitless free accounts that end up draining resources on the platform. W...
  10. Changing a medication to an inactive status

    There can be several reasons why a patient discontinues their medication(s). Some examples may include, the patient notifying the provider that they have stopped or the provider may determination. In any case, discontinuation of medication should ...