New Articles

  1. Refunding an Unallocated Payment

    In the event you need to refund an unallocated payment in a patient's account, you can do so with just a few steps. Navigate to Billing > Patient Payments Search for the patient you need to refund the unallocated payment.  Once y...
  2. How do I know if my patient has signed up for OnPatient?

    You will know if a patient has signed up and activated their OnPatient account by looking at the patient's chart. On the patient's profile, you will see an OnPatient Access Enabled message. If you need further informatio...
  3. Message Center Overview on the iPhone

    With the Message Center on the iPhone App, you can access faxes and referrals, lab results, eRx refills, system-generated reports, OnPatient appointments and patient messages, and direct messages. To access the Message Center, tap on ...
  4. Message Center Overview on the iPad

    With the Message Center on the iPad App, you can access faxes and referrals, lab results, eRx refills, system-generated reports, OnPatient appointments and patient messages, and direct messages. To access the Message Center, tap on the en...
  5. Increasing efficiency when posting using Auto Set Billing Status

    Enabling this feature will increase the office's efficiency as it will automatically update the appointment to " Paid in Full " when the applied payment pays the charges in full. The status will remain on " Balance Due " when a partial payment is...
  6. DrChrono EHR features that work with in-house payments and payment partners

    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 con...
  7. Balance tab under Patient Payments

    The Balance tab provides greater ability to narrow down your search results, and export capabilities. Navigate to Billing > Patient Payments > Balance tab . You can search for patients with unallocated amounts and appointment b...
  8. Logs tab under Patient Payments

    The Logs tab provides a full overview of the events associated with that patient's billing. Each time a payment is moved, logged, etc., you'll find it here. Navigate to   Billing > Patient Payments > Logs .  ...
  9. Line Items tab under Patient Payments

    To help with your office and posting efficiency, you can utilize the Fill Line Item option to help eliminate some of the manual posting.  Navigate to Billing > Patient Payments > Line Items tab . The Line Items tab will allow yo...
  10. How to fix a claim rejected stating “RELATED CAUSES CODE: REQUIRED; MUST INDICATE ACCIDENT FOR PAYER.“ on Workers' Compensation Claims

    When you are billing the claims to a Workers' Comp insurance, ensure the insurance information is updated in the Demographics > Workers' Comp section. This will give you the option to enter all of the applicable information and have that informa...