Popular Articles

  1. Adding Billing Profiles from the Appointment Window

     Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types.  Here is how you can add them from the appointment window. Navigate to the schedule, select an appointment window, and se...
  2. 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...
  3. Adding Clinical Codes to Forms

    How to add clinical codes to a form
  4. How to Include Notes on your Patient Statements

    You can add messages such as "To set up a payment plan, please call xxx-xxx-xxxx", "Your Prompt Payment is Appreciated" or anything else you would like to send out on your patient statements. Follow the steps outlined below: Hover the cu...
  5. How to Filter a Claim by the Billing Status

    While working on claims, it is often helpful to sort claims by billing status to work like claims with like claims. Here is how you can easily do that in your Live Claims Feed: Hover over the Billing tab and select  Live Claims Feed .  Se...
  6. How to change the Accept Assignment for an Insurance?

    Follow the steps below to set the Accept Assignment for a specific payer. Hover over the Billing tab and select the Insurance Setup screen If the payer you need is not listed,  you can add it by selecting   +Add New EDI Enrollment ...
  7. Exporting Custom Procedure Codes

       If you would like to export your custom procedure codes to an MS Excel file, you can do so by following the instructions below. Navigate to Billing > Custom Procedures Select Export to File button at the top right of the screen ...
  8. Month End Close: Changes, Refunds, Takebacks or Reparsing while in the frozen period

    During the period when charges are frozen, there could be an instance where a correct, refund, or insurance takeback will be needed. These postings can still be made or posted via ERA/835 file, but the transaction date listed will be the date ...
  9. Insurance Credit Cards: Can I refund or send back the money via the virtual card?

       If you need to refund a payment received via credit card (aka Virtual Credit Card) from a health insurance payer, you can easily refund it to the virtual card from within your DrChrono account. *** Please note, that this feature will...
  10. eProvider Solutions- How do I cancel an enrollment request?

    If you've entered an enrollment request with ePS and need to cancel it, you can from the Continue Unsubmitted tab.  Simply press on the Cancel button under Actions and it will be removed from your list. To review...