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 conjunction with recurring appointments can be used to set up recurring charges.
- Appointment Profiles
- Billing Profiles
- Connecting Billing and Appointment Profiles
- Recurring Appointments
Note: Using appointment and billing profiles and/or recurring appointments will not automatically charge the patient. The payment will still need to be documented/processed manually in DrChrono or through a payment partner. However, the charges will be listed, saving time in the process.
Square Only Features Within the Square dashboard you can set up recurring payments/charges. However, these charges/payments will not sync back to your DrChrono account. The payments must be manually entered in DrChrono in the appointment payment window or patient payments menu described above to accurately reflect the balances.
If you are looking for a more end-to-end solution for patient payments, check out our integrated patient collections partner ClearGage (CG). The software allows for more extensive patient receivables functionality in a virtual setting.
Some helpful features of CG are automatic payments, the ability to notify patients about the amounts they owe (real-time, as well as outstanding balances), the ability to text patients their bills, the ability to charge patients via text, and the ability for patients to set up monthly installment payment plans.
Familiarize yourself with ClearGauge on our partner page.