Updated Articles

  1. Printing a full or partial ERA

    DrChrono now has the ability to print a partial (single claim) or the entire ERA (all claims included on the ERA). Navigate to Billing > Remittance Reports Select the ERA that contains the single claim or the entire ERA you would like to p...
  2. DrChrono Access Logs

    The Audit Log includes DrChrono access logs so you can see when and what account changes are made when a DrChrono team member accesses your account.
  3. Patient Payment Plans: Processing monthly payment plan payments

    When you have patients who are on monthly payment plans, often it is helpful to see all of the plans at once. This can help budgeting within the office by knowing how many payments and their amounts which expected in a given month. ** P...
  4. Patient Payment Plans: Canceling an existing payment plan

    If you need to cancel an existing payment plan, you can easily do so by following the instructions below: Navigate to the patient's chart > DrChrono Payments > Patient Payment Plan header      2. Through th...
  5. Patient Payment Plans: Reporting

    If your office allows patients to pay off their balances via a monthly payment plan, it may be helpful to see the amounts that are expected to be received per month. You can find this information by navigating to Reports > Patient Paym...
  6. Patient Payment Plans: Late Payments

    If you have patients on payment plans who are not on a recurring payment via a credit card on file, there is an easy way to see if any payment is overdue. Navigate to Report > Patient Payment Plan Report Press on the up/down arro...
  7. Patient Payment Plans: Minimum Monthly Payment Amount

    DrChrono's Payment Plans allow for the office administrator to set a minimum payment amount. If a member of the office attempts to set a payment plan where the monthly payment is below the minimum payment set by the office administrator, they ...
  8. Patient Payment Plans: Setting up your DrChrono account to accept patient payment plans

    In order to set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters including: The minimum monthly payment amount your office will accept. The minimum patient balance your off...
  9. Moving money from an appointment to a patient's unallocated

    If there is an overpayment on a patient's account, you can hold the payment in a central location for a future visit. We call it "unallocated". You can also think of it as an account you would have at a bank. The money sits there until you do ...
  10. Apply money from unallocated to the appointment while in the Live Claims Feed

    When you are working on patient appointments in the Live Claims Feed, you may notice that a patient has money in their unallocated that would either pay off or pay towards another appointment. You can easily move the money while in the appointmen...