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...
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...
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...
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...
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 ...
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...
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 ...
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...
To move money from Unallocated Payment and associate it with an appointment: Press the circle over on the right of the payment amount sometimes referred to as a radio button. A Move Cash window will open. This will allow you to ...