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's ...
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 including ...
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 the DrChrono Payment tab > Patient Payme...
DrChrono's Payment Plans allow for the office administrator to set a minimum payment amount. If a member of the office attempts to set a payment plan where the monthly payment is below the minimum payment set by the office administrator, they wi...
In order to set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters including: The minimum monthly payment amount your office will accept. The minimum patient balance your offi...
If there is an overpayment on a patient's account, you can hold the payment in a central location for a future visit. We call it "unallocated". You can also think of it as an account you would have at a bank. The money sits there until you do so...
When you are working on patient appointments in the Live Claims Feed, you may notice that a patient has money in their unallocated that would either pay off or pay towards another appointment. You can easily move the money while in the appointment ...
To move money from Unallocated Payment and associate it with an appointment, click on the circle over on the right of the payment amount, sometimes referred to as a radio button. Once you click on the radio button, a Move...
In the event you need to refund an unallocated payment in a patient's account, you can do so with just a few steps. First, navigate to Billing > Patient Payments Search for the patient you need to refund the unallocated payment. ...
A very convenient feature of DrChrono's patient payment section is the ability to "hold" patient payments, without associating it to a specific patient appointment. This is especially helpful if a patient pre-pays for a service. Here is a bre...