DrChrono has added a couple of options to provide your patient with a receipt for their payment. We now offer a text or emailed receipt and the option to print it. Before you see the options in your account, you will need to set up the op...
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. ** ...
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...
You can quickly see what patient payment plans are due and process them manually if auto payment is not enabled.
Navigate to Reports > Patient Payment Plan Report
2. Press on the up arrow to the left of the Date...
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...
If your patient is on a monthly payment plan, the system will expect the amount of the payment established when the plan was first created. It is listed in the Payment Amount column in their chart under the DrChrono Payments tab > Patient Payme...
If your patient is on a monthly payment plan and needs to skip a payment, DrChrono makes it easy to document while keeping the integrity of the payment plan. If your office approves the skipped monthly payment, 1 click within the patient'...
Once your patient is placed on a monthly payment plan, the system will automatically add a flag to their account to alert your staff that the payment plan exists. It will be in the usual places where you expect to see patient flags includin...
Once you have set the parameters for your account for patient payment plans, you can set up an individual patient plan for your patients. Here's how:
Navigate to your patient's chart and select Demographics and then Payments tab ...