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DrChrono has a variety of permissions that can grant or restrict access to different areas of the system.
Permissions can be found under Account > Staff Permissions > Permissions tab.
This article describes the permissions...
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Learn how to use your eRx favorites and Rx profiles.
If you have any trouble viewing this video, click here ! ...
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Learn how to upload consent forms for your patients to sign when they check in.
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Setting up an office in DrChrono is an easy process. Watch the video below to learn how to create a new location or edit an existing one.
If you are having trouble viewing this video click here to view it on the DrChrono c...
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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: 02/04/2026
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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This video explores the multiple reporting options available in DrChrono.
Having trouble viewing this video? Click here to view it on our YouTube channel. ...
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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 supports different file types across the platform. Below are examples of where different file types can be utilized in the software.
Outgoing Faxes: .jpg, .png, .pdf documents
Freedraw: pdf, jpg, jpeg, png, tiff, bmp, tif
OnPa...
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Please see the PDF attachment that explains the support pin process flow. If you have any questions about this workflow please reach out to Brooke Barnes ( brookebarnes@isalushealthcare.com ) or David Vanlandingham ( dvanlandingham@updox.com ). ...