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Each payer or insurance has its own payer ID number to accept electronic claims. It serves as the electronic address , so the clearinghouse knows which payer/insurance company should receive the claim.
Some national payers, such as Aetna...
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You can make patients Inactive so that they no longer appear in your active patient list, but they will continue to be searchable in the event you need to access their chart. DrChrono does not offer a way to delete a patient permanently.
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Last Updated: 06/07/2025
in Account Setup Getting Started Welcome to the wonderful world of DrChrono!
So you’ve taken the plunge, signed up for an account, and are rearin’ to go with a world-class EHR! What do you do next?
Easy! We’ve put together a few necessary steps to get you more acquainted wi...
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The provider's office sends an invitation to the email address provided by the patient. The invitation will expire 7 days after being sent.
1. Click on the Sign Up Now button to begin.
2. Enter the following informa...
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The Contacts List , located in the Message Center, can be prepopulated with contact entries using a CSV file.
The fields below are accepted:
Column Name
Description
Format
Required
Example
First Name
Contact's...
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Now Available! We're thrilled to announce a more secure identity-proofing process and a smoother and more efficient support experience! Beginning on May 23, 2024 , we'll introduce Support PINs for contacting our support team. When you rea...
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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 ...
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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...
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Last Updated: 06/07/2025
in Account Setup SAML SSO First, you will need to set up your practice group and email with an Identity Provider. We support many different Identity Providers. Below, you can find helpful references for setting up SSO with some of the Identity Providers we support, such as G...
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Accessing Live Chat
The chat widget currently lives on every web page in the DrChrono platform. Chat is now available Monday - Friday from 8 am - 6 pm EST/ 5 am - 3 pm PST. On the bottom right corner of either the dashboard or calend...