Patient Payment Plans

In order to set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters including: The minimum monthly payment amount your office will accept. The minimum patient balance your offi...

DrChrono's Payment Plans allow for the office administrator to set a minimum payment amount. If a member of the office attempts to set a payment plan where the monthly payment is below the minimum payment set by the office administrator, they wi...

Once you have set the parameters for your account for patient payment plans, you can set up an individual patient plan for your patients. Here's how: Navigate to your patient's chart and select the DrChrono Payment tab > Patient Payme...

Once your patient is placed on a monthly payment plan, the system will automatically add a flag to their account to alert your staff that the payment plan exists. It will be in the usual places where you expect to see patient flags including ...

If your patient is on a monthly payment plan and needs to skip a payment, DrChrono makes it easy to document while keeping the integrity of the payment plan.  If your office approves the skipped monthly payment, 1 click within the patient's ...

If your patient is on a monthly payment plan, the system will expect the amount of the payment established when the plan was first created.  It is listed in the Payment Amount column in their chart under the DrChrono Payments tab > Patient Paymen...

If you have patients on payment plans who are not on a recurring payment via a credit card on file, there is an easy way to see if any payment is overdue. Navigate to Report > Patient Payment Plan Report Click on the up/down arrows...

If your office allows patients to pay off their balances via a monthly payment plan, it may be helpful to see the amounts that are expected to be received per month. You can find this information by navigating to Reports > Patient Paymen...

You can quickly see what patient payment plans are due and process them manually if auto payment is not enabled. Navigate to Reports > Patient Payment Plan Report       2. Click on the up arrow to the left of the Date of...

If you need to cancel an existing payment plan, you can easily do so by following the instructions below: Navigate to the patient's chart > DrChrono Payments > Patient Payment Plan header      2. Through...

When you have patients who are on monthly payment plans, often it is helpful to see all of the plans at once. This can help budgeting within the office by knowing how many payments and their amounts which expected in a given month. ** Ple...