Articles
Overview of new Insurance and Eligibility Screen
The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces clicks, improves visibility, and helps front-desk and billing teams work more efficiently.
What’s new ...
Understanding the Layout of the Screen
The insurance and eligibility screen is found in the patient's chart under the Demographics section > Insurances tab. This screen displays all active and archived insurance records and allows users to run and review eligibility checks. For each in...
How to Add, Edit, and Archive Patient Insurance
Add Insurance | Edit Insurance | Archive Insurance
Accurately managing patients' insurance is critical to smooth check-in and successful billing. The steps below show how to add new insurance, update existing insurance details, and archiv...
Requesting an Eligibility Check and Viewing Eligibility History
Once you add a payer to a patient’s chart, you can quickly and seamlessly run an eligibility and benefits check. Requesting Eligibility | Viewing Eligibility History | Utilizing Eligibility Profiles
Requesting Eligibility and Benefits ...
Auto Accident / Workers' Compensation / Durable Medical Equipment Payers
Claims for auto accident, workers' compensation, and durable medical equipment payers require additional information to be paid. DrChrono makes it easy to enter the details that payers require.
Navigate to the patient's chart > Demographics...
Best Practices for Check-In
Accurate patient information collected at appointment check-in is critical to ensuring clean claims and timely reimbursement. Suggested items to verify at each patient appointment include: Verifying insurance details Obtaining clear copies o...