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...
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...
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. ...
Hover over the Billing tab and choose Sales Tax . You can generate a report by using the Date range and/or by entering the CPT/HCPCS/Custom codes needed. Select Export to file to export to the Message center. ...
1. Hover your cursor over the Billing tab and select Live Claims Feed from the drop-down menu. 2. Press the drop-down arrow aligned with Claim St and select the following statuses:
In Process at Clearinghouse
In Pro...
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 (Day Sheet) 2. On the Summary Tab, locate...
The sixth tab listed under the Financial Transactions Report (fka Day Sheet) is the All data tab. Here is where you can see all the information corresponding to the parameters you set. Including, Debits, Credits, Adjustments, and Patient Payment...
The fifth tab listed under the Financial Transactions Report (Day Sheet) is the Patient Payments tab. Here is where you can see patient payments added for the parameters you set. The controls available include:
Sta...
The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see charges added for the parameters you set. The controls available include:
Start Date
Stop Dat...
The third tab listed under the Day Sheet is the Credits tab. Here is where you can see payments added for the parameters you set. The controls available include:
Start Date
Stop Date
Credit Date Type
Patient ...