Updated Articles

  1. Moving charges listed under Ins Bal to the patient

    There may be times when you need to move a charged amount listed under "Ins Bal" (Insurance Balance) in the Live Claims Feed, to the patient's responsibility (Pt Bal). One example would be if you are manually posting a denial from a payer be...
  2. How do I post a payer/insurer/provider adjustment?

    There may be times when you will need to post an adjustment to a patient's account manually. Here is how you can easily accomplish the task: Start with the patient's appointment.  Scroll down to where the CPT/charges are listed. Press th...
  3. Is there an automated way to adjust balances?

    If you routinely adjust off balances, you can save time by enabling this feature. Navigate to Account > Provider Settings . Under the Miscellaneous heading, scroll down to the option labeled  Balance Writeoff . There is one for ...
  4. Copy Previous Clinical Note from a Persistent Form

    Learn more about copying a previous note from a persistent form.
  5. Video: Unmatched ERAs

    Do you have payments that the system could not match or post? Find them under Unmatched ERAs. Check out this video to identify and rectify the unmatched payments. Here is a link to an article that will walk you thr...
  6. Does the Insurance Payment go to DrChrono or will it Come to the Practice?

    All insurance payments will be sent to the provider; they will not be sent to DrChrono. The manner in which you receive them (paper check, virtual payment card, or EFT (electronic funds transfer) will depend on how you have it set up ...
  7. Post Widget

    Post Widget The post widget on your dashboard will show you Unmatched ERAs, Unallocated Payments, and Patient Payments for 30, 60, 90, or 120 days.  To enable this widget: Press the gear icon on your dashboard. Select the box next to...
  8. Caveats in data migrations by EMR Vendor

    The migrations team at DrChrono accepts data from many outside EHR/EMR systems (including, but not limited to: PracticeFusion, eClinicalWorks (eCW), EPIC and NextGen).  The list of EMR/EMR systems below present unique challenges which may cause a...
  9. Documents Import - Data Migrations

    Bulk Documents migrations attach external files, scans, photos, X-Ray Images, PDF Clinical Notes, PDF Lab Results and other viewable clinical files to existing patient records within DrChrono. Both single page and multipage documents are accepted....
  10. Ordering DME (Durable Medical Equipment)

    Learn more about ordering DME (Durable Medical Equipment).