Updated Articles

  1. Product/Procedure Report: Video

    A video walkthrough of the Product/Procedure Report. ...
  2. Patient Chart Permissions

    Learn how to set up patient chart permissions.
  3. Product/Procedure Report: Summary Tab

    The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most-used procedures a...
  4. How to run a report based on the appointment's payment profile: Video

    A video walkthrough of running a report based on the appointment's payment profile. ...
  5. Running a report by Patient Follow-up Date: Video

    A video walkthrough of running a report by Patient Follow-up Date. ...
  6. Running a report by Patient Follow-up Date

    To run a report listing patients and their Follow-up Date (if populated - Patient Chart > Important tab )        2. Navigate to Patients > Patient List > More Filters        3. Select the checkbox >  Patients with foll...
  7. Patient Balance Ledger: Video

    A video walkthrough of the Patient Balance Ledger. ...
  8. Patient Balance Ledger

    The patient balance ledger will display all outstanding balances, per patient, categorized by whether they are pending from insurance or are due from the patient themselves.  To navigate to the ledger, hover over the Billing header an...
  9. Patient Insurance Authorization Report

    If your office utilizes the authorization feature within DrChrono, you may want to run a report based on authorizations. DrChrono has a built-in report that makes this task a breeze! Here is how you can run the report: Navigate t...
  10. Running Reports from the Live Claims Feed

    The Live Claims Feed (LCF) allows you to create reports that contain any combination of many available fields. They can be configured in countless ways to meet your workflow and needs. To access, navigate to Billing > Live Claims Feed. ...