The Graph tab on the Insurance Payer Mix Report displays the information specified on the summary tab in graph form. The graph on the left shows Average payments over time by patients and insurance payers. The graph on the right shows payments b...
The Insurance Payer Mix Details tab will show you the details that correspond to the parameters set on the Summary tab. Each column can be sorted, frozen, or frozen up to that specific column by pressing the bold header name. Ther...
The Insurance Payer Mix Summary tab will allow you to set the parameters of the report. Available options include: Date Type - Charge Created Date, Check Date, Date of Service, Deposit Date, Payment Date Filter Date - The date or d...
The insurance payer mix report details the account's revenue and allows you to drill down into certain segments such as commercial insurance, Medicare, Medicaid, or self-pay patients. This information will enable the office to understand the prop...
DrChrono has two ways you can provide a receipt for payment to your patient; a receipt and a superbill. Both of these options are available in the calendar view as well as the billing screens. Each document is the same, no matter where you print...
Patient Data Widget The Patient Data widget on your dashboard will show you the total outstanding patient balance, how many active payment plans, and how many late payment plans there are. To enable this widget: Press the gear icon on yo...
When charges are added prior to a patient's appointment, either manually or with a billing or appointment profile, they will appear grayed out in the Live Claims Feed. They will not appear in any report until the services are rendered. You ca...
Relevant to exports completed AFTER 2/19/2025 This guide is designed to help you understand how to map the data in the DrChrono Electronic Health Information (EHI) exports, and it covers how to trace patient data, media files, and document...