Updated Articles

  1. 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: Date Range Adjustme...
  2. Financial Transactions Report: Credits tab

    The third tab listed under the Day Sheet is the Credits tab. Here, you can view the payments added for the parameters you set. The controls available include: Date Range Credit Date Type Patient Code Category Pr...
  3. Financial Transactions Report: Debits tab

    The second tab listed under the Day Sheet is the Debits tab. Here, you can view the charges added for the parameters you set. The controls available include: Date or Date Range Debit Date Type Patient Code Category Provi...
  4. Financial Transactions Report: Summary tab

    DrChrono has made significant improvements to the report known as the Transactions Report (fka Day Sheet). It will now allow you to dig down into the financial information from your practice. Let's look at an overview: F...
  5. Financial Transactions Report: Overview

    DrChrono has made significant improvements to the report known as the Financial Transactions report (Day Sheet).  It will now enable you to delve into the financial information from your practice. Let's look at an overview: ...
  6. Overview of new Insurance and Eligibility Screen

    This feature is in beta.  If you would like to become a beta partner, please reach out to support. The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces c...
  7. DrChrono 2025 Real World Test Results

  8. Create a Patient Care Plan

    This feature is currently in beta.  To become a beta partner for this feature, add a comment to the DrChrono roadmap portal card submit your request. This article provides an overview of managing patient care plans within the system. It covers ...
  9. Patient Care Plan Summary Widget

    Learn more about the patient care plan summary widget.
  10.  Patient Care Plan Summary Widget (Video)

    This video describes how to use the Patient Care Plan widget in the patient chart.