Updated Articles

  1. Auto-Start ePA using the CoverMyMeds Integration Updated

    Automate prior authorization requests in DrChrono. Learn how Auto-Start eliminates manual PA workflows, handles exceptions, and tracks payer responses efficiently.
  2. Auto-Start ePA using the CoverMyMeds Integration (Video) Updated

    Retrospective ePA is available now. Auto-Start ePA (real-time, prospective PA initiation at the point of prescribing is not yet available. If you're interested in enabling Auto-Start ePA please contact DrChrono Support .      Retrospective...
  3. Setting up an Identity Provider for SSO Updated

    First, you will need to set up your practice group and email with an Identity Provider. We support many different Identity Providers. Below are links to each vendor's own general documentation for creating a custom SAML app. These are vendor backg...
  4. Read-Only Plan Features and Restrictions Updated

    This article describes the features and information accessible on a read-only plan.
  5. Compatible iOS Versions and Devices Supported by DrChrono Updated

    Learn more about compatible iOS versions supported by DrChrono.
  6. Financial Transactions Report: How to run a report for a specific insurance

    Included in the Financial Transactions report is the option to run a report for a specific insurance. To find the report Navigate to Billing > Financial Transactions   On the Summary Tab, locate the Insurance option.  Press ...
  7. Financial Transactions Report: All Data tab

    The seventh tab listed under the Financial Transactions Report is the All Data tab.   Here, you can view all the information corresponding to the parameters you set, including Debits, Credits, Adjustments,  Patient Payments, and Transfers.  You w...
  8. Financial Transactions Report: Transfers

    The sixth tab listed under the Financial Transactions Report (Day Sheet) is the Transfers tab.  Here is where you can see appointments that have been transferred to patient responsibility and to a secondary payer. As with other sections of the...
  9. Financial Transactions Report: Patient Payments tab

    The fifth tab listed under the Financial Transactions Report (Day Sheet) is the Patient Payments tab.  Here is where you can see patient payments added for the parameters you set. The controls available include: Date Range ...
  10. Financial Transactions Report: Adjustments tab

    The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see charges added for the parameters you set. The controls available include: Date Range Adjustme...