Updated Articles

  1. Create new Custom Adjustment Codes

     DrChrono has added the ability to create and utilize custom adjustment codes to capture response codes returned by insurance payers.  Custom adjustment codes can be used to further categorize denials in greater detail to know exactly what adjustm...
  2. Crossover payers

    DrChrono has made some exciting updates for your patients with primary and secondary insurance.   If their primary payer knows about their secondary coverage, they will send it with the 835/ERA file as they send responses/payments on claims.  ...
  3. Archive an EOB/ERA

    In DrChrono, there is no option to delete an EOB/ERA.  However, we can archive them, which removes them from showing under your Remittance Report section. Navigate to Billing > Remittance Reports Enter the Trace # (EOB/ERA number) if...
  4. How to use the Adjustment Master screen?

    The adjustment master screen enables a provider to set up their own rules for "Action to be taken" for the adjustment reason codes which will take priority of the current rule of payment posting in DrChrono. Example : Currently, in the DrC...
  5. Adding a subscription membership to a patient's account

    Once the subscription/membership plan is established, it can be added to a patient's chart.    Navigate to a patient's chart via Patient > Patient List. Select the Demographic tab from the list on the left of the screen. A heading for Pa...
  6. Editing, Archiving, and Duplicating Subscription Memberships

    Once a subscription membership is added to a patient's chart, there could be instances where the plan needs to be edited, archived, deleted, or duplicated.  Here is how you can do each of those tasks. Editing | Archiving | Duplicating ...
  7. Issuing a Refund Through Square

    Square refunds are started in DrChrono but need to be processed through the Square dashboard. For more information on processing refunds in Square, see Square's resources here . To issue a refund through Square, navigate to the Pat...
  8. Processing Payments through Square on the iPad EHR App

    You can easily process credit card payments through DrChrono's integration with Square. Payments can be processed via the DrChrono EHR app or the Check-In App. Note: You need to have already set up your Square account and connect...
  9. Square Payments on the iPhone EHR App

    You can easily process credit card payments through DrChrono's integration with Square. After connecting your Square account to DrChrono, payments can be processed via the iPhone EHR App.   Select an appointment.  Go to the Billing Deta...
  10. Processing Square Payments through DrChrono EHR

    Patient credit card payments can be processed through DrChrono's Square integration on the web platform. You can easily enter card information to take payments and save a card on file for later use.           ...