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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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Last Updated: 10/26/2026
in Patient Management Task Center To delete a task, you will need to archive it.
1. Click on the three stacked lines on the far right side of the DrChrono toolbar to enter the task center.
2. Ensure all filters are set correctly to show the task you ...
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After you have had your identity verified through ID.me and been approved in DrChrono, you can send electronic prescriptions for controlled substances (EPCS). With ID.me there are two ways you can perform multi-factor authentication (MFA) to ...
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Learn how to save your signature on the iPad.
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Last Updated: 10/26/2026
in Account Setup Account Security Upon activating your DrChrono account for the first time, you will be prompted to verify the email address you used to sign up before you can access your account. The screen will appear as follows:
Open your email client and there wil...
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Two kinds of employees can be added to your DrChrono account.
Staff Members : Staff members do not need to sign clinical notes or schedule appointments in their names. You can learn how to add staff accounts by reading the article he...
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Use our form reorder tool to change the order that custom forms (the forms under the Additional tab) appear when charting on the DrChrono EHR app or on the web. This does not change the order that sections appear in the complete note. Click here ...
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Your name, time zone, personal details, and contact information will appear on many pages and documents in DrChrono. This guide will explain how to change your settings, as needed, so that your DrChrono account is updated with your accurate details....
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Last Updated: 10/26/2026
in Clinical EHI Bulk Data Export Overview
The EHI Export product provides self-service access to export data from DrChrono at a practice or patient level in accordance with the 21 st Century Cures Act.
Users who have the EHI Export permission enabled in DrChrono...