Updated Articles

  1. Aging AR Analysis Report

    DrChrono has made significant improvements to the Aging AR Analysis Report. It will give you better clarity on the money owed to your practice by insurance payers and patients.  To access the report, navigate to Billing > Aging AR Analysi...
  2. Product/Procedure Report: Details Tab

    The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most used procedure an...
  3. Product/Procedure Report: Summary Tab

    The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most-used procedures a...
  4. New User Orientation — Start Learning Here

    New to DrChrono by EverHealth? Start here. This orientation covers the basics every new user needs before moving into their role-specific guide.
  5. Financial Transactions Report: How to run a report for a specific insurance

    Included in the Financial Transactions report is the option to run a report for a specific insurance. To find the report Navigate to Billing > Financial Transactions   On the Summary Tab, locate the Insurance option.  Press ...
  6. Financial Transactions Report: All Data tab

    The seventh tab listed under the Financial Transactions Report is the All Data tab.   Here, you can view all the information corresponding to the parameters you set, including Debits, Credits, Adjustments,  Patient Payments, and Transfers.  You w...
  7. Financial Transactions Report: Transfers

    The sixth tab listed under the Financial Transactions Report (Day Sheet) is the Transfers tab.  Here is where you can see appointments that have been transferred to patient responsibility and to a secondary payer. As with other sections of the...
  8. Financial Transactions Report: Patient Payments tab

    The fifth tab listed under the Financial Transactions Report (Day Sheet) is the Patient Payments tab.  Here is where you can see patient payments added for the parameters you set. The controls available include: Date Range ...
  9. 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...
  10. 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...