Updated Articles

  1. Adding Billing Profiles in the Live Claims Feed

    Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types.  Here is how to add them from the Live Claims Feed. Navigate to Billing > Live Claims Feed . Select the Date of Ser...
  2. Adding Billing Profiles in the Form Builder

    Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types. Here is how you can add them from the form builder. Navigate to Clinical > Form Builder .   Select the form you wo...
  3. Creating and Archiving Custom Billing Statuses

    Custom billing statuses are a great way to customize your practice's billing. If your practice has a specific workflow for billing, you can make custom billing statuses to keep track of each step in the process. Hover over Account o...
  4. How Do I Add an Insurance EOB to my DrChrono account?

    If you receive a paper explanation of benefits (EOB) from an insurance payer, the best practice is to scan the document, add it to your DrChrono account, and attach it to the patient's appointment(s) that are included on the EOB. The image will be ...
  5. How Do I See My Accounts Receivable?

     Seeing your accounts receivable (insurance and patient balances) is easy in DrChrono.  You can see in real time, what is outstanding and the age of the receivable,  at a glance. Hover over the Billing tab and select Aging AR Analysis ....
  6. Prior Authorization Alerts

    For practices that work with prior authorizations, the DrChrono system has a feature that alerts you when five or fewer visits are left. It also includes a counter that alerts you to the number of future visits scheduled.    This alert will ...
  7. Payer Pre-Auth Showing on Reports

    Learn where you can find the Payer Pre-Auth option in reports.
  8. How to Track Bulk Appointment Packages with Authorizations

    Appointment packages are used when patients buy a certain number of appointments to be used for a certain period.   It is possible to track appointment packages purchased by patients in your DrChrono account. Create a custom code for the p...
  9. Entering a Pending Pre-Authorization Number

    If you have been issued a preliminary pre-authorization number from a patient's insurance payer and it has not yet been officially approved, you can still enter the information you have into the patient's chart.   While in the p...
  10. Enter an Authorization Number

    Learn how to enter an authorization number.