Enroll Patients on DrChat

Step-by-Step Instructions

1. Sign In to DrChat

Visit the DrChat Portal Login Page on your web browser.
Log in using your credentials.

2. Navigate to the Users Tab

Click on the Users tab and select Patients.
In this view, you can see which patients have already been added to DrChat.

3. Invite a Patient

Click on the Users tab and select Manually Add a Patient.
Enter the patient’s name, date of birth, and phone number
Check that the patient has SMS Consent On File and check the box accordingly
Select Welcome SMS to notify the patient to join DrChat.
Assign the patient to the appropriate primary and secondary provider both of whom will be included in patient communications.
Select Insurance Type and input the Insurance ID
Select EMR ID Type if applicable and input the MRN ID

4. Confirm Patient Enrollment

Once the patient accepts the invitation, their status will update to Active.
You can verify enrollment under the Patients tab Enrollment Status.

Troubleshooting / FAQs

Q: The patient did not receive the invitation. What should I do?
A: Check that an invitation was sent by navigating to Patients, searching for the patient's name, and checking the Invite Status. If necessary, resend the invitation from the Patients tab.

Q: How do I remove a patient from DrChat?
A: Navigate to the Patients tab, select the Edit Existing Patient, and choose Disable Access and Save Changes.

How to Manage Your Team on DrChat
How to Create an Encounter on DrChat
How to Submit an Encounter for Reimbursement

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