Posting Patient Payments

Here is an article that will walk you through the steps to set up custom payment methods in your office. ...

You now can customize the options available as payment types when your office posts patient payments. For example, if your office does not accept checks, you can remove that option from the list of available payment types so it cannot be selected...

Within DrChrono, you have a couple of options to consider for collecting patient balances. They include in-house payments, the OnPatient patient portal, and integrated payment processors. This article will explain each so you can utiliz...

Let's explore what the column headings represent under Patient Payments. They are denoted by the blue box below. You can navigate to the screen below by going to Billing > Patient Payments. Click on the Payments tab and select a pat...

To help with your office and posting efficiency, you can utilize the Fill Line Item option to help eliminate some of the manual postings. You can navigate to this screen by clicking on Billing > Patient Payments > Line Items tab. ...

The Logs tab provides a full overview of the events associated with that patient's billing. Each time a payment is moved, logged, etc., you'll find it here. You can navigate to this screen by going to Billing > Patient Payments >...

The Balance tab provides greater ability to narrow down your search results, and export capabilities. You can navigate to this screen by clicking on Billing > Patient Payments > Balance tab. You can search for patients wit...

Posting a patient payment in DrChrono is very easy! Please hover your cursor over the Billing tab and select Patient Payments By default, Simple and Condensed views will both be set to On. This provide...

DrChrono provides several ways to process patient payments. This article will provide the resources for you to familiarize yourself with the different options so you can set your office up to efficiently process patient payments. The thre...

In addition to posting from the Patient Payments section, you can also post a patient payment from within the appointment window. The screens look and operate the same. Which you use is going to depend on your function and which part of the...

Enabling this feature will increase the office's efficiency as it will automatically update the appointment to " Paid in Full " when the applied payment pays the charges in full. The status will remain on " Balance Due " when a partial payment is r...

Increasingly employers are offering employees an HRA, or Health Reimbursement Account to help offset medical expenses. It's not really an insurance payment or a patient payment. Currently, we do not have the option to post the HRA p...

You can use some of DrChrono's tools to facilitate the process of automating adding charges to an appointment. You can use appointment and billing profiles to set up charges for scheduled appointments. Appointment and billing profiles in conj...