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 ...
The sixth tab listed under the Financial Transaction Report is the Transfers tab. Here is where you can see appointments that have been transferred to patient responsibility and to a secondary payer. The controls available include: Date or Da...
The fifth tab listed under the Financial Transaction Report is the Patient Payments tab. This is where you can see patient payments added for the parameters you set. The controls available include: Date or Date Range Debits Date ...
The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see what adjustments were posted to patient accounts. The controls available include:
Date or Date Rang...