Updated Articles

  1. Updating a Patient's Insurance Information

    Keeping a patient's insurance information updated is critical to avoid delays with reimbursement for services rendered. To update the patient's payer information, navigate to your patient's chart ( Navigation Bar > Patients > Patient List >...
  2. How to Create a Patient Flag

    DrChrono offers a way to flag a patient's chart if there is important information the doctor or staff should be aware of. You can also think of patient flags as a post-it note on a patient's folder. It's a quick way to share important information ...
  3. Searching for Your Patient's Pharmacy

    The pharmacy search within DrChrono is powered by Surescripts , a service that connects U.S. pharmacies and provides electronic prescription transmission capabilities. In order to search for a pharmacy within the DrChrono platform, the pharmacy mu...
  4. What do I do if my fax isn't working?

    If you're having trouble with your DrChrono fax, you will need to contact our customer success team by submitting a ticket . When sending your email, submitting the answers to the following questions will speed up the troubleshooting process....
  5. Where do I find all my ERAs and EOBs?

    All of your ERAs and EOBs are only a few clicks away. Please follow the below instructions: 1. Hover over the Billing tab and select Remittance Reports. 2. You have four (4) options to search: Trace/check # Patients...
  6. Productivity Reports

    Keeping your practice efficient is our goal at DrChrono, which is why we provide a productivity report that is easy to view and export. 1. To view your productivity report go to Reports > Productivity Report . 2. The report...
  7. How do I run a report?

    DrChrono offers you several predefined reports and an easy way to create customized reports. Each predefined report has values already chosen for you. If you would like to add or remove a value you can create that report in the Advanced Report sec...
  8. Troubleshooting Speech to Text

    If you are encountering issues when trying to use Speech to Text please follow these simple troubleshooting steps so that you can start dictating your notes right away! 1. Ensure the iPad is running the latest version of iOS. 2. Ensure that the ...
  9. Recording Vitals and How the Data is Displayed (Web & iPad)

    On the Web 1. Click on a patient's appointment and select the Vitals tab at the top of the appointment screen. You can enter the vitals information in the column for the current visit. 2. You can view the vitals data in a PDF or...
  10. Generating a Report of Patients with Addresses and Other Demographic Information

    1. Hover your cursor over Reports and click on Advanced Report . 2. Click on Export to File and then select Custom Export . 3. Select the options you would like to include in your report and click Export ....