Updated Articles

  1. Financial Transactions Report: Debits tab

    The second tab listed under the Day Sheet is the Debits tab. Here is where you can see charges added for the parameters you set. The controls available include: Start Date Stop Date Debit Date Type Patient Provider...
  2. Financial Transactions Report: Summary tab

    DrChrono has made significant improvements to the report known as the Transactions Report (fka Day Sheet). It will now allow you to dig down into the financial information from your practice. Let's look at an overview: Firs...
  3. Financial Transactions Report: Overview

    DrChrono has made significant improvements to the report known as the Financial Transactions report (Day Sheet).  It will now allow you to dig down into the financial information from your practice. Let's look at an overview: ...
  4. Month End Close: Live Claims Feed

    When charges are added before a patient's appointment, they will appear grayed out in the Live Claims Feed.  They will not appear in any report until the date of service.  You can still make updates to either the code or charge when it is in this ...
  5. Enhancements to Advanced Report Exports

    The Advanced Report section of DrChrono allows you to construct reports that are specific to your practice and your needs. Sometimes the amount of data is large and needs to be broken into multiple reports. We have made a few enhancements ...
  6. Reimbursement Analysis Report: Details tab

    The details tab will give you patient-level specific information that corresponds with the parameters set. Options to Export the data to either CSV or MS Excel are under the three vertical dots on the right of the screen.  Hovering your mo...
  7. Reimbursement Analysis Report: Reimbursement tab

    The Reimbursement tab allows you to set several different parameters for the report, including: Provider - Select one, several, or all  Office - Select one, several, or all Claim Type - Select Professional, Institutional (if your account is set ...
  8. Reimbursement Analysis Report: Overview

    The Reimbursement Analysis Report allows you a high-level view of your average payments per visit, average charges per visit, average payment per patient, and average charge per patient.  There are several parameters that you can set to dig into you...
  9. Release Notes - April 4, 2025

     
  10. Charge Analysis: Details

    The fourth tab on the Charge Analysis Report, Details, will allow you to see the report's details.  There are options to customize the report using the following filters: Provider - one, several, or all Payment Profile - one, several, or all O...