DrChrono has two ways you can provide a receipt for payment to your patient; a receipt and a superbill. Both of these options are available in the calendar view as well as the billing screens. Each document is the same, no matter where you print i...
DrChrono has added a couple of options to provide your patient with a receipt for their payment. We now offer a text or emailed receipt, along with the option to print it. Before you see the options in your account, you will need to set up ...
When you have patients who are on monthly payment plans, often it is helpful to see all of the plans at once. This can help budgeting within the office by knowing how many payments and their amounts which expected in a given month. ** Ple...
If you need to cancel an existing payment plan, you can easily do so by following the instructions below:
Navigate to the patient's chart > DrChrono Payments > Patient Payment Plan header
2. Through...
You can quickly see what patient payment plans are due and process them manually if auto payment is not enabled.
Navigate to Reports > Patient Payment Plan Report
2. Click on the up arrow to the left of the Date of...
If your office allows patients to pay off their balances via a monthly payment plan, it may be helpful to see the amounts that are expected to be received per month. You can find this information by navigating to Reports > Patient Paymen...
If you have patients on payment plans who are not on a recurring payment via a credit card on file, there is an easy way to see if any payment is overdue.
Navigate to Report > Patient Payment Plan Report
Click on the up/down arrows...
If your patient is on a monthly payment plan, the system will expect the amount of the payment established when the plan was first created. It is listed in the Payment Amount column in their chart under the DrChrono Payments tab > Patient Paymen...