Updated Articles

  1. DrChrono EHR features that work with in-house payments and payment partners

    You can use some of DrChrono's tools to facilitate the process of automating adding charges to an appointment. You can use appointment and billing profiles to set up charges for scheduled appointments. Appointment and billing profiles in con...
  2. Increasing efficiency when posting using Auto Set Billing Status

    Enabling this feature will increase the office's efficiency as it will automatically update the appointment to " Paid in Full " when the applied payment pays the charges in full. The status will remain on " Balance Due " when a partial payment is...
  3. Posting a patient payment in the Appointment screen

    In addition to posting from the Patient Payments section, you can also post a patient payment from within the appointment window. The screens look and operate the same. Which you use is going to depend on your function and which part of th...
  4. Patient Payments in DrChrono

    DrChrono provides several ways to process patient payments. This article will provide the resources for you to familiarize yourself with the different options so you can set your office up to efficiently process patient payments. The ...
  5. Posting a patient payment in the Patient Payments screen

    Posting a patient payment in DrChrono is very easy! Navigate to Billing  >  Patient Payments   By default, Simple and Condensed views will both be set to On. This provides you with the cleanest, most straightforward ...
  6. Balance tab under Patient Payments

    The Balance tab provides greater ability to narrow down your search results, and export capabilities. Navigate to Billing > Patient Payments > Balance tab . You can search for patients with unallocated amounts and appointment b...
  7. Logs tab under Patient Payments

    The Logs tab provides a full overview of the events associated with that patient's billing. Each time a payment is moved, logged, etc., you'll find it here. Navigate to   Billing > Patient Payments > Logs .  ...
  8. Line Items tab under Patient Payments

    To help with your office and posting efficiency, you can utilize the Fill Line Item option to help eliminate some of the manual posting.  Navigate to Billing > Patient Payments > Line Items tab . The Line Items tab will allow yo...
  9. Getting Started with Patient Payments

    Within DrChrono, you have a couple of options to consider for collecting patient balances. They include in-house payments, the OnPatient patient portal, and integrated payment processors. This article will explain each so you can uti...
  10. VIDEO: Custom Payment Types

    Here is an article that will walk you through the steps to set up custom payment methods in your office. ...