Updated Articles

  1. Provider Level Balance (PLB) Report

    The Provider-level balance (PLB) report provides clear visibility into outstanding receivables by individual provider, enabling more accurate financial oversight and accountability. By breaking balances down at the provider level, billing...
  2. Product/Procedure Report: Details 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 and...
  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 and...
  4. Payment Waterfall Report

    The  Payment Waterfall Report  provides a detailed view of how payments are collected over time following charge generation. It helps assess cash-flow timing, monitor payment behavior, and identify reimbursement trends by month and quarter. Filt...
  5. How to run a report based on the appointment's payment profile

    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...
  6. Running a report by Patient Follow-up Date

    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-...
  7. Patient Balance Ledger

    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 ...
  8. Patient Insurance Authorization Report

    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...
  9. Patient Analysis Report

    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...
  10. Insurance Submission Report

    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...