Updated Articles

  1. Eligibility Checks in the Appointment Window vs. the Patient's Chart

    You can run insurance eligibility in a few places in DrChrono, the appointment window, the patient's chart, and the eligibility dashboard.   Any location will pull the insurance information for the patient that is made available by their insu...
  2. Real-Time Eligibility Verification from a Patient's Chart

    DrChrono allows you to verify eligibility and see what type of benefits your patient has under their insurance plan before you provide services. To access the Real-Time Eligibility tool, you first need to open a patient's chart ( Patients > P...
  3. Create and Use Eligibility Groups

    Learn how to create and use eligibility groups
  4. Real-Time Eligibility Dashboard

    You can use the Eligibility Dashboard to run eligibility at the same time for an entire group of patients. Note : Complete insurance information, including payer ID and member ID number, is required for this function to run.   Additionally, you...
  5. Procedure Categories

    Depending on your business model, reviewing your billed CPT, HCPCS, and/or custom codes by categories may be helpful.   InDrChrono, you can create categories and group billed codes accordingly.    Navigate to Account > Custom Fields .  Sele...
  6. FAQ- Submitting a Prior Authorization using the CoverMyMeds integration (Web)

    What is the member ID when completing the PA questionnaire? The member ID is the patient’s insurance number. Can multiple documents be attached to a PA request? No, only one document can be attached per NCPDP standard. ...
  7. Month End Close: Freezing charges each month

    For all customers, except those on an Apollo Plus plan, you will need to go in each month to freeze the transactions for the previous month. At this time, it will not happen automatically. For example - if you want to freeze tran...
  8. Month End Close: Patient Payment Screen

    When transactions have been frozen in the account for a certain date, the ability to delete or unallocate a patient payment will not be available. However, any dates that are not within a frozen period, will be able to be updated, changed, or del...
  9. Month End Close: An Overview

    Overview Reporting in DrChrono is based on the transaction date, which is the date the charge or payment was added/posted to the patient's appointment. If these dates are changed, forward or backward, figures listed on financial reports c...
  10. C-CDA Files and DrChrono

    DrChrono allows for C-CDA exports and imports of information. We offer bulk imports of C-CDA files on paid plans. To learn more about what C-CDA is check out CMS's page on C-CDA files. Importing 1. Go to Patients > Patient List ...