Updated Articles

  1. 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...
  2. 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 ...
  3. 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 ...
  4. 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...
  5. DrChrono Payments: Processing a payment from the patient demographics

    DrChrono has added additional functionality to the DrChrono Payments tab under the patient demographic section.  The section will now allow you to process patient payments via DrChrono Payments from the tab, as well as store credit card informa...
  6. DrChrono Payments: Saving Credit Card Information without Processing a Payment

    With DrChrono Payments, you can save patient credit card information without processing a payment, all from the patient's demographic section. While in a patient's chart, navigate to the demographics section and select the DrChrono  Payme...
  7. Updating a Patient's Insurance Information

    Keeping a patient's insurance information updated is critical to avoid delays with reimbursement for services rendered. To update the patient's payer information, navigate to your patient's chart: Navigation Bar > Patients > Patient List   S...
  8. Adding Insurance Info for Durable Medical Equipment

    If your patient's insurance requires Durable Medical Equipment claims to be billed to a separate payer, you can easily enter that information into the patient's chart.  Under the Insurance section of the patient's chart, there is a tab...
  9. How to Create a Patient Flag

    DrChrono offers a way to flag a patient's chart if there is important information the doctor or staff should be aware of. You can also think of patient flags as a post-it note on a patient's folder. It's a quick way to share important informatio...
  10. Adding a Patient's Previous Name and Address to the Chart

    Learning about adding a patient's previous name and address to the chart.