Updated Articles

  1. Set Up RecordSync Updated

    Learn how to set up RecordSync for your practice.
  2. Financial Transactions Report: Video

    A video walkthrough of the Financial Transactions report. ...
  3. 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...
  4. 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...
  5. 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...
  6. 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: Dat...
  7. 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...
  8. 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...
  9. 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...
  10. 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...