Updated Articles

  1. How can I convert to EFT payments?

    During the initial setup of your EDI/ERAs, the insurance company will often share information regarding enrolling for EFT payments, instead of receiving paper checks. The setup is separate from EDI (claim submission ) and ERA (electroni...
  2. Using Custom Adjustment Codes

    To assist your office in easily identifying top denials, identifying the root cause, and developing a plan to eliminate them, DrChrono has added the ability to create custom adjustment codes.   Once custom adjustment codes have been set up for yo...
  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. What do the CO, OA, PI & PR Mean on the Payment Posting?

    When health insurers process medical claims, they will use what is called ANSI ( American National Standards Institute ) group codes, along with a reason code, to help explain how they adjudicated/processed the claim. The four gro...
  5. 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...
  6. 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...
  7. 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...
  8. 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.           ...
  9. Using Different Locations with Square in DrChrono

    You can set up different locations in Square to use for different offices or providers. Different bank accounts can be associated with different practice locations. You could also use the locations feature to represent different providers. You ...
  10. Square Hardware Compatible with DrChrono

    DrChrono's integration with Square is an easy way for you to process credit card payments from your patients. While Square offers several hardware solutions, not all are compatible with DrChrono's integration. The following Square...