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Last Updated: 03/17/2025
in Patient Management Task Center Creating and editing task templates provides offices with customized options for how the tasks will function that best fit your office workflows.
1. Please access the task center ( ), and click on Edit Task Templates towards the lower ...
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If you have an existing fax number you would like to use as your DrChrono fax, you may port the number so that your fax number does not change when setting up your DrChrono account. Many fax numbers can be ported to DrChrono, but not all fax num...
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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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Appointment Templates are associated with Appointment Profiles to establish an office, exam room, weekday, and duration parameters for the templates you set up on your schedule. Date ranges can be added to your appointment templates to accou...
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You can quickly and easily add medications to a patient's chart on the iPad EHR. This article will guide you through the process.
Medications can be accessed through a few places in the app, but the quickest way is to tap on the patient's ...
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The OnPatient portal allows you to connect with your patients and allows them to easily access all their care information. The OnPatient portal has the following capabilities:
Online appointment scheduling
Customizable onboarding/appointment c...
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When a patient schedules an appointment through the OnPatient portal, you will get a notification in your message center. To access your message center, click on the mail ( ) icon on your navigation bar.
1. In your message center, scroll dow...
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If your patient tries to schedule an appointment through OnPatient and a location is not able to be selected, this indicates that your offices do not have online scheduling enabled. To allow your patients to schedule appointments through their patie...
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In the event you need to change/swap one provider for another or remove a provider, you will need to work with your account manager to complete the change.
You can set this up several weeks in advance, but please allow a minimum of th...
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Last Updated: 03/17/2025
in Account Setup Account Security DrChrono adheres strictly to password standards published by NIST ( Digital Identity Guidelines ).
The following requirements are used for DrChrono passwords:
A 16-character minimum and 64-character maximum length
The ability to use all spe...