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Last Updated: 04/20/2025
in Patient Management Task Center 1. To edit a task that is assigned to you, please click on the task itself, or the blue pencil icon ( ) on the right of the screen.
2. After clicking on the task, you'll be redirected here, where you're able to make changes to who...
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Getting Started with a New Referral
If you get a referral from another provider, you can add that patient to your account and include the referral information in their chart.
To add a new patient, go to Patients and select Patient ...
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Appointment profiles save you time by pre-populating fields when creating a new appointment.
If you have previously created appointment profiles and would like to edit them, first mouse over Schedule on your navigation bar and selec...
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Reminders can be used to remind your patients about their upcoming appointments. Reminders can be set up in two ways in DrChrono: in the appointment window or with reminder profiles . We will look at adding reminders at the appointment level in t...
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You can easily add breaks to your schedule with the iPhone app. The process is similar to scheduling an appointment. Adding breaks on DrChrono's iPhone app gives you more flexibility to manage your schedule in the mobile application.
1. Sele...
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Your patients can take pictures of their insurance cards (front and back) right from the DrChrono check-in app.
1. To take a picture of the insurance card, the check-in app must be in the onboarding section. Select the patient from the appoi...
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Watch this video for an overview of scheduling on the OnPatient portal.
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When you send an OnPatient invite, your patient has 7 days to accept your invitation to connect. If your invite is not accepted within the week, your patient cannot connect with you via OnPatient and you will need to resend the invite. You can send...
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Check out this video for a tour of the OnPatient app.
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Learn how to use short text and fraction fields in the form builder.
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