Updated Articles

  1. How do I keep a patient's insurance history?

    Historical insurance information may be needed to bill correctly for previous appointments. Appointments are automatically associated with the active insurance on the date of service. *** NOTE : When you edit a patient's current insura...
  2. Quick Charting on iPads Updated

    Use Quick Charting on the iPad to access clinical notes during a video visit and from the appointment details screen.
  3. Quick Charting on iPhones Updated

    You can use Quick Charting on the iPhone to work on the clinical notes during a video visit.
  4. Decision Support Intervention (DSI) Rules Updated

    How to create, edit, and view CDS rules.
  5. Using the Qty/Min feature in the Live Claims Feed

    Often when assembling a patient's invoice, there will be multiple units of the same CPT/HCPCS/Revenue Code. DrChrono has integrated a Qty/Min feature to make accounting for multiple units of the same code a breeze! Navigate to Billing > Live ...
  6. Will Rescheduled Appointments Show up on the Live Claims Feed?

    When an appointment's status is set to Rescheduled or Canceled , it will not show up in the Live Claims Feed. However, if you manually edit/reschedule the original appointment for a later date without setting the appointment st...
  7. I've Updated the Patient's Insurance but it's not Reflecting in the Live Claims Feed

       When you update the insurance information in the patient’s demographics, it will reflect the change for appointments you create in the future.  It does not change them retroactively.  To change the insurance information for appointments you ...
  8. How do I Clone a Claim?

    There might be instances where you would need to separate charges on a medical claim into two separate claims for a patient, before submission to the payer. In the DrChrono EHR, we refer to this as cloning claims. Navigate to the Live Claim...
  9. Appointment Analysis: Summary tab

    The appointment analysis report will allow you to glean information regarding your appointments.  You can sort them by Date Range, Provider, Office, Appointment Status Group, and Displayed by (Totals or Averages) After the report parameters a...
  10. How to Delete a Claim From DrChrono

    Follow the below instructions to delete a Claim / Appointment from DrChrono: Hover over Billing and choose Live Claims Feed.   Navigate to the patient and date of service that you would like to delete from the DrChrono system. Once on th...