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The Balance tab provides greater ability to narrow down your search results, and export capabilities.
You can navigate to this screen by clicking on Billing > Patient Payments > Balance tab.
You can search for patients wit...
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As ERAs are received from the clearinghouse, they will automatically post to your patient's appointments. If you would like to verify that you have received the deposit or check before the ERA posts to your patient's appointments, the system ca...
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Last Updated: 06/17/2025
in Clinical COVID-19 Resources CMS has added 2 new modifiers related to telehealth mental health services. They include:
FQ - telehealth service utilizing real-time audio-only communication
FR - The supervising provider was present in a real-time two-way,...
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If you are unable to find your patient's clinical note, the most likely scenario is that the associated appointment was deleted and therefore the clinical note attached to that appointment was also deleted.
To verify that this was the cause fo...
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You can recover templates (forms) that you have archived (deleted) from the form builder to use again.
1. Go to Clinical > Archive .
2. Click on Restore beside the respective template. The selected form will return to the "Additio...
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Smart Fields are fields that are revealed when a switch is toggled to the ON position. The purpose of a Smart Field is to minimize clutter in your templates and easily trigger a natural procession of follow-up questions. Only Switches can be made...
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Last Updated: 06/17/2025
in Clinical Form Building Sharing Templates/Forms can be shared with other DrChrono users outside of your practice group, other providers, and colleagues.
1. To share a template, go to Clinical > Form Builder
2. Select the form you would like...
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Note: one of the beginning steps prior to setting up EPCS with ID.me is to confirm the provider's identity. Click here for steps.
DrChrono has partnered with eRx registration process is a prerequisite for EPCS registration.
As a best p...
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If you prescribe medications for narcotics addiction, you can enter your NADEAN by going to Account > Provider Settings and selecting the eRx Info tab. Once entered, your NADEAN will transmit with your prescription.
When prescribing, t...
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In order to get started with EPCS in DrChrono, you must have completed certain registrations in accordance with the DEA and your state's laws.
1. You must register for a DEA number to use EPCS.
Within most states (all excluding Ne...