At the end of each day, you will want to run a report to "close" the books for the day. There is a report within DrChrono that will allow you to verify that the money in hand to deposit in the business bank account matches the amount that was posted to patient accounts during the workday.
If the two figures do not match, the issue could be a couple of different things:
- Maybe there is a payment(s) that were not posted
- Perhaps something was posted twice
- Maybe there was a typo in the dollar amount that was entered
It's much easier to correct these issues the same day rather than waiting for the next billing cycle or the patient's next appointment.
The report is titled Day Sheet and can be found by navigating to Billing > Day Sheet.
The Patient Payment tab can be utilized if the employee is only involved in accepting and processing patient payments. If they post both patient and insurance payments, you can use the same Day Sheet report but will need to use both the credits & adjustments and patient payments tabs.