Updated Articles

  1. 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...
  2. 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 ...
  3. How to Bulk Adjust Claims

    If you have multiple claims to adjust to zero, you can do it quickly and efficiently by following the steps below:  First, you will need to enter a setting under Account > Provider Settings > Medical Billing.   It is listed under the Miscell...
  4. How to Post a Retraction Payment from the Insurance Company?

    Sometimes a payer will retract a payment from an appointment that was previously paid. An example would be when the patient was not eligible on the date of service. They could have paid the claim with the information that the pat...
  5. How Do I Post an Interest Payment from a Payer?

    Sometimes, when a payer does not respond within a certain period, they are required to pay interest in addition to any reimbursement that is due for services rendered. The payment needs to be posted so it is recorded, and your records will bal...
  6. Insurance Credit Cards: Can I refund or send back the money via the virtual card?

       If you need to refund a payment received via credit card (aka Virtual Credit Card) from a health insurance payer, you can easily refund it to the virtual card from within your DrChrono account. *** Please note, that this feature wi...
  7. Insurance Credit Card Payments: How do I attach an ERA?

    You can attach the ERA file or the scanned EOB to your DrChrono account for easy retrieval later.  Navigate to Billing > Insurance Credit Card Payments .  Press + Attach ERA/EOB There are two selections to retrieve the file to atta...
  8. Insurance Credit Card Payments: How do I process it?

       If you receive a credit card (aka Virtual Credit Card) from a health insurance payer for reimbursement for services rendered to your patients, DrChrono has an easy way to post the payment and attach the associated ERA. *** Please note...
  9. Insurance Credit Card Payments: Do I have to accept it?

    According to the statement linked below from the Centers for Medicare and Medicaid Services (CMS), no, you can request that the payer send the payment due via paper check or set up an electronic funds transfer (EFT). The payer must ...
  10. Insurance Credit Card Payments: What are they?

    Insurance Credit Card payments also referred to as Virtual Credit Cards (VCCs), are used by some payers to reimburse providers for services provided to insured patients. These credit cards replace a paper check, or EFT (electronic funds tr...