Popular Articles

  1. Printing UB04 Forms

    If you are set up to bill institutional claims, you can print UB04 / HCFA 1450 forms by following the steps below: Hover over the Billing tab and select Live Claims Feed Select the visit date for the Institutional Appointment. C...
  2. 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 ...
  3. 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 ...
  4. Financial Transactions Report: Adjustments tab

    The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see charges added for the parameters you set. The controls available include: Start Date Stop Dat...
  5. 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...
  6. Upcoming Availity Rejections

    Potential Availity Rejected Claims Our EverHealth clearinghouse, eProvider Solutions (ePS) has received an important communication from Availity regarding updates to their claim processing procedures. Beginning Saturday, March 16, ...
  7. Customized Follow-up Dates: Can we turn it off?

    Turning off Customized Follow-up Dates Yes, if your office administrator would like to turn off the feature, it can be done on an entire practice basis. We cannot turn it off for certain providers while having it on for other providers wit...
  8. Patient Payment Plans: Skipping a payment

    If your patient is on a monthly payment plan and needs to skip a payment, DrChrono makes it easy to document while keeping the integrity of the payment plan.  If your office approves the skipped monthly payment, 1 click within the patient'...
  9. Release Notes for DrChrono Web 2023-09-15

    Check out our release notes to learn about our latest enhancements to your DrChrono web experience.
  10. DrChrono Payments: Error message

    When you first set up your DrChrono Payments account, you may see the error message "There was an error retrieving DrChrono Payments merchant account." You will see this error message until the enrollment with DrChrono Payments is complete a...