Updated Articles

  1. Running a Sales Tax Report

    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. ...
  2. How to identify claims that were billed but not paid

    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...
  3. Financial Transactions Report: How to run a report for a specific insurance

    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...
  4. Financial Transactions Report: All Data tab

    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...
  5. Financial Transactions Report: Patient Payments tab

    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...
  6. Financial Transactions Report: Adjustments tab

    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...
  7. Financial Transactions Report: Credits tab

    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 ...
  8. 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...
  9. 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...
  10. 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: ...