Updated Articles

  1. Getting Started with the Form Builder Updated

    How to build a form.
  2. Set Up Appointment Reminders Updated

    You can set up appointment reminders from the appointment window.
  3. Account Permissions Overview

    DrChrono account permissions can grant or restrict access to different areas of the system.
  4. How Can I Reconcile the ERA and EOB payments?

    You can generate a report from the Remittance Report and use it to validate your bank statement to ensure that you have received all deposits and/or checks that match with ERAs and EOBs posted to your account. Navigate to Billing   >  Remit...
  5. Manually verifying ERAs prior to posting

    As ERAs are received from the clearinghouse, they will automatically post to your patient's appointments. If you would like to verify that you have received the deposit or check before the ERA posts to your patient's appointments, the system c...
  6. How to auto set a billing status when ERA is received and patient paid the balance in full?

    Enabling Auto Set Billing status will help your office by updating the billing status automatically when you receive an ERA from a payer.   The Billing status will change to ERA Received, ERA Denied, Internal Review, Balance Due, or Paid in F...
  7. Posting Multiple Insurance Transactions from a single EOB

    To make things easier to post multiple payments from a single-payer EOB, DrChrono has an area that allows for the posting of multiple lines of transactions instead of adding a line item for each charge. Navigate to Billing > Live Claims Fe...
  8. Moving charges listed under Ins Bal to the patient

    There may be times when you need to move a charged amount listed under "Ins Bal" (Insurance Balance) in the Live Claims Feed, to the patient's responsibility (Pt Bal). One example would be if you are manually posting a denial from a payer be...
  9. How do I post a payer/insurer/provider adjustment?

    There may be times when you will need to post an adjustment to a patient's account manually. Here is how you can easily accomplish the task: Start with the patient's appointment.  Scroll down to where the CPT/charges are listed. Press th...
  10. Is there an automated way to adjust balances?

    If you routinely adjust off balances, you can save time by enabling this feature. Navigate to Account > Provider Settings . Under the Miscellaneous heading, scroll down to the option labeled  Balance Writeoff . There is one for ...