Follow-up Date Reporting
DrChrono has added functionality to customize claim follow-up dates based on the type of claim, the circumstances around the particular claim, or your office policies.
When you request reports on your accounts receivable, you have the option to exclude claims that have a future follow-up date.
- Navigate to Billing > Accounts Receivable
- The option is in the header row on both the Insurance and Patient tab.
- Tab selected - You will receive data for claims that have a follow-up date in the past.
- Tab not selected - You will receive data for all claims, no matter when the follow-up date is.