Explaining Basic Billing Concepts - How Does DrChrono Billing Work?


Explanation on DrChrono Basic Billing Flow

  • When a patient comes in for an appointment, they receive treatments and/or services, then are charged correspondingly. Their charge can be split into two categories: charges billed to insurance and charges billed to the patient.


  • Charges billed to a patient will show up in the patient balance column. Payments can be recorded as a cash, check, or credit and specified as Amex, Visa, Mastercard, or Square. You can track a patient's balance through the 'Patient Payments' feature in the DrChrono EHR.  It's recommended that you enter as much information as you have (i.e. check/money order number).   Having this information will assist greatly if any issue surfaces and you need to research a payment.


  • Periodically, you can choose to send a patient their statement explaining the services and charges that they have received in that given time period. You can do this in the 'Patient Statements' feature in the DrChrono EHR.


  • Charges billed to insurance will be recorded in claims that can be tracked in the Live Claims Feed (Billing > Live Claims Feed) in the DrChrono EHR. Claims are held in the system until they are sent as a batch to our third-party clearinghouses, Change Healthcare, Waystar or Trizetto. Your claim is scrubbed twice--once by us and once by the clearinghouse. Once the claim has been scrubbed and passes, it is transmitted to the payer.


  • In order for your claim to be processed, it is required that you fill out include patient demographics (name, address, DOB, gender) and insurance information (insurance name, payer ID and policy ID and billing codes, NPI, tax ID, provider name and billing address). 


  • The payer will process the claim and return an electronic remittance advice (ERA) that details the payment, adjustment, and denial information. You can track your ERAs under the Remittance Reports


If you have any questions, please reach out to your Account Manager or support and they will be glad to assist.


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