Popular Articles

  1. 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...
  2. Creating Custom Vitals

    You can set up custom vitals to appear as fields you may enter during an appointment. Custom vitals are a great way to customize DrChrono to your specific practice needs. 1. To get started, go to Account and select Custom Fields . 2. Sel...
  3. How to create a Custom Patient Payment Type

    If you would like to create a custom patient payment type such as a coupon, flex spending card, etc, you can do so by following the steps given below. 1. Go to Account > Custom Fields . 2. Click on Patient Payment T...
  4. How do I add new patients and how do I edit information on existing patients?

    1. Hover over Patients and click Patient List . 2. To add a patient, click +Add new patient , then enter all necessary fields. As noted on the New Patients page, you can enter all necessary fields for each patient including demograph...
  5. How can I enter in an official practice name and have that reflected in my clinical notes, superbills, and patient statements?

    1. To enter your official practice name, navigate to Account > Provider Settings . 2. Select the Medical Billing tab. In the third field, titled Practice Official Name , enter in your desired name. 3. Whil...
  6. How to run a report based on the appointment's payment profile

    An option has been added to advanced reports that will allow you to pull a report based on an appointment's payment profile. You could pull a report of all appointments that have a payment profile of cash, insurance, out-of-network insurance, a...
  7. Getting Started with Billing Codes

    Medical Billing (also known as RCM- Revenue Cycle Management) uses an alphabet soup of acronyms. Let's start by defining the codes used to build and bill medical claims. CPT - Current Procedural Terminology - codes u...
  8. Use Print Section to Print a Work/School Excuse Form

    DrChrono's Print Section feature in the clinical note allows you to print only one template or form from the whole clinical note. One example of this feature is for printing letters. Print Section can be used on DrChrono's EHR Web, iPad, an...
  9. Getting to Know the Billing Menu

    Billing Menu Navigate to Billing Click on each blue title on each item below for additional information. Billing Summary : An overview of your financials comparing the current month to the previous, quarter-to-date to t...
  10. Prerequisite Legal Registrations Necessary for EPCS

    To get started with EPCS in DrChrono, you must have completed certain registrations per the DEA and your state's laws. You must register for a DEA number to use EPCS. Within most states (all excluding New York), all that is required prior to th...