How to Submit a Claim to an Insurance Company

You can submit claims from two different screens.

Follow the steps outlined below to submit the claim from the Live Claims Feed screen:

  1. Hover the cursor on Billing and select Live Claims Feed.
  2. Enter the Patient's name or Chart ID and select Update Filter.
  3. Select the date of service and it will direct you to the Billing Detail screen.


Choose the appropriate billing status out of the five (5) mentioned below and press Verify & Save to submit the claim to the respective insurance.


Bill Insurance: To submit the claim to the patient’s primary medical insurance.

Bill Secondary Insurance: To submit the claim to the patient’s secondary medical insurance.

Auto Accident Claim: To submit the claim to the patient’s Auto insurance.

Worker’s Comp Claim: To submit the claim to the patient’s Workers' Compensation insurance.

Durable Medical Equipment Claim: To submit the claim to the patient’s Durable Medical Equipment insurance.

All patient data listed in this article is sample data. This is not a real person or real patient data.



Follow the steps outlined below to submit the claim from your schedule:

  1. Hover the cursor on Schedule and select Calendar.
  2. Select the appointment that you would like to bill to the insurance company.
  3. In the Schedule Appointment screen, select the Billing tab and choose one of the billing statuses mentioned below, and select Verify & Save to submit the claim to the respective insurance.


Bill Insurance: To submit the claim to the patient’s primary medical insurance.

Bill Secondary Insurance: To submit the claim to the patient’s secondary medical insurance.

Auto Accident Claim: To submit the claim to the patient’s Auto insurance.

Worker’s Comp Claim: To submit the claim to the patient’s Workers' compensation insurance.

Durable Medical Equipment Claim: To submit the claim to the patient’s Durable Medical Equipment insurance.



Claims are batched and submitted to the clearinghouse, each day of the week, including weekends and holidays.

Note: If you have already submitted your claim through the payer's portal, sites such as Availity or NaviNet, or from a previous system, you do not need to resubmit the claims through DrChrono. However, you do need to create appointments in order to post payments or have ERA payments post automatically.