New Articles

  1. How to Use the Stripe Dispute Dashboard

    When a Stripe dispute (also known as a chargeback) is created, a notification is sent to your Message Center to alert you of the newly filed dispute. To view the details of a filed dispute, hover over the Billing tab and sele...
  2. Deleting a payment in the Patient Payments system

    If there is an error in a payment posted, best practice is to counter-post a correction that will keep a record of the error and subsequent correction instead of deleting the payment, which will remove all records of it. ( How to enter a correction ...
  3. Auto Fill Patient Payments

    Note : Auto Allocation must be enabled by your account manager. Once the auto allocation feature is enabled, you'll notice an Auto fill button toward the upper right side of the screen. The feature will have the system automatically a...
  4. Payments tab under Patient Payments

    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...
  5. Issuing a patient refund with Stripe

    Issuing a refund or discount is a breeze with our patient payments offering. Please follow the steps below to post the action to the account. Note : If the patient's original payment was made via cash/check/money order or through a cr...
  6. Uploading Multiple Documents for Different Patients

    With DrChrono's Document Management tool, you can import several documents for different patients into the software, all in one, easily accessible spot. 1. Hover your cursor over the Clinical tab and click on Document Management . ...
  7. How to Bulk Lock Clinical Notes

    DrChrono has implemented a feature to save you time by allowing clinical notes to be locked in bulk, instead of individually. If you would like this feature turned on, please reach out to your account manager or support . 1. Hover the curs...
  8. Square: Save Patient Card Info & Process Payment

    DrChrono has increased functionality with the Square app to bring you easier card saving and patient payment processing. 1. Please ensure you are connected to Square by clicking on the Account tab. Once you're on the account page, please ...
  9. Posting a patient payment in the Patient Payments screen

    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...
  10. HCFA 1500 Boxes and Where Information Is Pulled

    DrChrono pulls data from a patient’s chart and your office settings to populate the CMS-1500 health insurance claim form. This article identifies which fields the data is pulled from.