Articles
Overview of new Insurance and Eligibility Screen
This feature is in beta. If you would like to become a beta partner, please reach out to support. The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces c...
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 e...
How to Add, Edit, and Archive Patient 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 archive inactive insurance records. Following these steps helps en...
Requesting an Eligibility check and viewing eligibility history
Once a payer is added to a patient’s chart, an eligibility and benefits check can be run quickly and seamlessly. Requesting Eligibility | Viewing Eligibility History | Utilizing Eligibility Profiles Requesting Eligibility and Bene...
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 to Navigate to the patient's chart > Demographics > Insurances tab....
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...