Updated Articles

  1. How to Add, Edit, and Archive Patient Insurance

    Accurately managing patients' insurance is critical to smooth check-in and successful billing. The steps below show how to add new insurance, update existing insurance details, and archive inactive insurance records. Following these steps helps en...
  2. Understanding the layout of the screen

    The insurance and eligibility screen is found in the patient's chart under the Demographics section > Insurances tab.  This screen displays all active and archived insurance records, and allows users to run and review eligibility checks. For e...
  3. Overview of new Insurance and Eligibility Screen

    This feature is in beta.  If you would like to become a beta partner, please reach out to support. The Insurance & Eligibility screen brings insurance management and eligibility verification into one unified experience. This update reduces c...
  4. Account Permissions Overview

    DrChrono account permissions can grant or restrict access to different areas of the system.
  5. Creating an Eligibility Profile

    Eligibility profiles help medical offices streamline real-time insurance eligibility checks by standardizing how coverage information is requested and reviewed across payers.   By reducing manual entry and ensuring consistent, accurate eligi...
  6. Adding a Payer or Updating the Payer Address In DrChrono

    In DrChrono, you can add a payer or change the payer address, if needed. A payer could be an insurance company, auto accident insurance,  workers' compensation plan, or durable medical equipment carrier that pays a patient's claim.   A large l...
  7. Create Staff Member Accounts (Video)

    This video describes how to create staff member accounts.
  8. Billing Summary Report

    The Billing Summary report provides a clear overview of key performance metrics across monthly, quarterly, and yearly timeframes. It includes measures such as Clean Claim Rate, Net Collection Rate, Initial Denial Rate, Denial Rate (in dollars)...
  9. No Show Predictor Best Practices for Successful Adoption

    This article explains how to adopt and operationalize No Show Predictor over time.
  10. How to Build OnPatient Forms

    How to Build OnPatient Forms