Popular Articles

  1. What is Included in the Moved Cash Option in the Day Sheet?

    The moved cash option in the Financial Transactions Report (fka Day Sheet) will allow you to see your receivables in two different ways. When payments are posted in DrChrono, the posting date is captured along with the payment amount. DrChrono ...
  2. Video: Printing a UB04 form

    Check out this video and learn how to print UB04 (institutional) claim forms for your patients. Here is an article that will walk you through printing a UB04 form. ...
  3. How to use alternate pay to address for EDI transmission?

    If you choose, you can designate an alternate pay-to-address to transmit claims on the EDI claim submission file. This option would be helpful if your billing office is in a separate location from where you render services. Payments from payers...
  4. Bulk Editing Payer IDs

    Updating patient insurance in bulk If you need to update the payer IDs on your patient charts, you can do so for all patients with a particular insurance at once. You don't have to update them one by one. The Bulk Edit Payer ID feature wi...
  5. Connecting Billing and Appointment Profiles

    Connecting Billing and Appointment Profiles Once you have created both a billing profile and an appointment profile, you can connect them. When connected, any appointment scheduled using an appointment profile will also have the billing cod...
  6. Setting a Form as a Default Template

    How to set a form as a default template.
  7. DrChrono Payments: WorldPay PCI Compliance

    We take securing patient information, including credit card numbers very seriously. As such, we secure patient financial information according to PCI DSS, or the Payment Card Industry Data Security Standard. The standards are mandated by card b...
  8. (MIPS) Submitting Your Data

    Submit data yourself or with the help of a third party intermediary, like Healthmonix, for all the applicable performance categories between January 2 and March 31, 2025. (Note: Medicare Part B claims quality measures are submitted throughout...
  9. Secure Sign Up Using reCAPTCHA

    Previously, our sign-up system allowed clients to sign up without verifying an email address or going through a captcha check, which could allow malicious agents to create limitless free accounts that end up draining resources on the platform. W...
  10. How do I make a patient's CCDA available to them in OnPatient?

    To allow your patients to view, download, and send their CCDA file within their OnPatient Portal account, practices will need to enable a few settings as defined below. Step 1: Enable the OnPatient Clinical Notes Setting Navigate to Account...