Updated Articles

  1. DrChrono Payments: How to set up your account

    Setting up your DrChrono Payment account is easy and can be done through your DrChrono account. The first thing you will need to do is reach out to accountmanager@drchrono.com and let them know you would like to utilize DrChrono Pay...
  2. DrChrono Payments: Purchasing hardware

    Purchasing readers to process payments through DrChrono Payments is easy. The hardware store will show you the options so you can make a selection that works best for your practice. Orders typically ship within 3-5 business days, ...
  3. What do the CO, OA, PI & PR Mean on the Payment Posting?

    When health insurers process medical claims, they will use what is called ANSI (American National Standards Institute) group codes, along with a reason code, to help explain how they adjudicated/processed the claim. The four group codes...
  4. Add an amendment to a clinical note

    What happens when you sign and lock a clinical note, but you need to make an adjustment or add information without unlocking it? You can easily add any adjustments or changes through amendments. Amendments are added to the end of the clinical note. ...
  5. How do I unlock a clinical note?

    A clinical note can be unlocked by following the below steps. 1. Navigate to Clinical > Clinical Notes . Note: You can also open a clinical note through the appointment window or the appointments section of a pat...
  6. I can't find my patient's clinical note!

    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...
  7. How do I copy a previous note?

    You can easily copy a note from a previous visit to make the charting process more efficient. Here's how: 1. Click on a patient’s appointment in the calendar. Click the green View Clinical Note button. 2. Click Copy ...
  8. Printing and Downloading Your Clinical Notes

    You can print all of the clinical notes for a particular patient or group of patients based on criteria available in the Clinical Notes section of the software. Follow the steps below to generate a message in your Message Center with the clinical ...
  9. How do I lock a clinical note?

    With DrChrono you can electronically sign a note when the note is locked. Clinical notes are rendered in PDF format. There are several ways to navigate to the clinical note in order to sign and lock the document. The most common ways to...
  10. How do I create tags to attach to a patient document?

    A great way to filter a search in a patient's history is by using Tags. These are keywords that you set within the DrChrono platform to search by. Tags are completely customizable and you can name them whatever you would like. You are given suggesti...