Updated Articles

  1. Payments tab under Patient Payments

    Let's explore what the column headings represent under Patient Payments. They are denoted by the blue box below.  Navigate to Billing > Patient Payments.   Press on the Payments tab and select a patient by typing their name into the s...
  2. Customizing your available payment types

    You can customize the payment types options available when your office posts patient payments.  For example, if your office does not accept checks, you can remove that option from the list of available payment types so it cannot be selected.  ...
  3. Text-to-Pay: Resending a payment link

    If you need to resend a payment link to a patient, you can do so easily right from the patient's chart. Navigate to their chart and under the Demographic s tab, select the Payments tab and then DrChrono Payments tab. Scroll...
  4. Text-to-Pay: Initiating a text link from within the patient's chart

    As with calendar view, you can also initiate a payment text to a patient from within their chart. Navigate to the patient's chart and select Demographics Navigate to   Payments > DrChrono Payments tab Select the Text to Pa...
  5. Patient Payment Plans: Processing Payments from the Reporting Screen

    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. Press on the up arrow to the left of the Date...
  6. Patient Payment Plans: Skipping a payment

    If your patient is on a monthly payment plan and needs to skip a payment, DrChrono makes it easy to document while keeping the integrity of the payment plan.  If your office approves the skipped monthly payment, 1 click within the patient'...
  7. Patient Payment Plans: Flag on patient account

    Once your patient is placed on a monthly payment plan, the system will automatically add a flag to their account to alert your staff that the payment plan exists. It will be in the usual places where you expect to see patient flags includin...
  8. Patient Payment Plans: Creating a plan for your patient

    Once you have set the parameters for your account for patient payment plans, you can set up an individual patient plan for your patients. Here's how: Navigate to your patient's chart and select Demographics and then   Payments tab ...
  9. Pairing your M2 Device to your DrChrono account

    Before you begin the pairing process between your  DrChrono  EHR app and the M2 device, please ensure that the following steps are completed:     Step 1: Charge the M2 Device   Important:  Ensure the M2 device ...
  10. DrChrono Payments: Processing a patient payment on the web

    DrChrono is happy to offer your practice a simple, efficient, and convenient way to collect patient payments. After you set up your account with DrChrono Payments, you are ready to process a payment. Navigate to Billing > Patient Pa...