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Learn how to use your eRx favorites and Rx profiles.
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Learn how to upload consent forms for your patients to sign when they check in.
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This video explores the multiple reporting options available in DrChrono.
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Check out our video on the Audit Log.
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Last Updated: 11/06/2025
in Reporting System Reports You can easily run a report to gather a spreadsheet of patients and their insurance information.
1. Hover your cursor on Reports and choose Advanced Report .
2. Click on Export to File and select Custom Export . ...
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Your DrChrono Clinical Extraction will arrive as a series of compressed, sequential ".7z" files, (such as "MyExport.7z.001", MyExport.7z.002", etc.). You may follow the steps below to extract and restore the files into their original formatting:
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DrChrono now offers the ability to customize the export option from the Export C-CDA XML button via the Patient List screen.
Note: DrChrono has restricted the ability for users to generate multiple patient export C-CDA XML reports simultan...
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Last Updated: 11/06/2025
in Reporting System Reports You can use the Advanced Report to generate a report of your patients who are using OnPatient.
1. Go to Reports > Advanced Report .
2. Be sure the Patients tab is selected and select Patient Filters .
3. Click Patient Portal ...
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Last Updated: 11/06/2025
in Reporting System Reports 1. Hover your cursor over Reports and click on Advanced Report .
2. Click on Export to File and then select Custom Export .
3. Select the options you would like to include in your report and click Export ....
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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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