An option has been added to Advanced Reports that allows you to generate a report based on an appointment’s payment profile. This feature enables you to pull reports for appointments categorized by payment type, including cash, insurance, out‑of‑n...
The Patient Follow-Up Report is a valuable tool designed to help practices monitor and manage outstanding patient balances and pending actions. This report consolidates key patient account information, enabling staff to prioritize follow-...
The Patient Balance Ledger provides a detailed view of all outstanding balances for each patient, clearly categorized by amounts pending from insurance and amounts due directly from the patient. Ledger | Video Walkthrough Ledger ...
The Patient Insurance Authorization Report provides a quick way to track and manage authorizations in DrChrono. Use this report to easily access authorization details, monitor status, and streamline workflows. Summary | Save View | Appt...
The Patient Analysis report provides comprehensive insight into patient volume and population metrics across an organization. Data can be viewed at the organizational level or filtered by office location, provider, or appointment type to suppo...
The Insurance Claims Submission Report provides an overview of claims submitted during a selected time period and their current status, helping you track and monitor claim activity efficiently. The report includes two tabs: Summary , which pr...
The Insurance Payer Mix report details the account's revenue and allows you to drill down into certain segments, such as commercial insurance, Medicare, Medicaid, or self-pay patients. This information will enable the office to understand the p...
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 ...
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 will ...