Updated Articles

  1. Allocated vs Unallocated Patient Payments

    A very convenient feature of DrChrono's patient payment section is the ability to "hold" patient payments, without associating them with a specific patient appointment. This is especially helpful if a patient pre-pays for a service. Here is a...
  2. DrChrono Payments: Processing a patient payment on the iPad

    You can process patient payments on the go by utilizing your iPad. Log into your DrChrono account Pull up the patient's appointment, scroll down, and press Add under the Billing Details section. If "Pay with DrChrono Paymen...
  3. VIDEO: DrChrono Payments: Appointment Window

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  4. VIDEO: DrChrono Payments: Patient Payment Screen

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  5. Patient Chart Documents

    Manage patient documents, permissions, and tags. Efficiently access notes, consents, referrals, and lab results.
  6. Generate a Problem Report

    Learn how to quickly generate and export problem reports to analyze issues within your selected timeframe. Follow our step-by-step guide.
  7. How Can I Reconcile the ERA and EOB payments?

    You can generate a report from the Remittance Report and use it to validate your bank statement to ensure that you have received all deposits and/or checks that match with ERAs and EOBs posted to your account. Navigate to Billing   >  Remit...
  8. Manually verifying ERAs prior to posting

    As ERAs are received from the clearinghouse, they will automatically post to your patient's appointments. If you would like to verify that you have received the deposit or check before the ERA posts to your patient's appointments, the system c...
  9. How to auto set a billing status when ERA is received and patient paid the balance in full?

    Enabling Auto Set Billing status will help your office by updating the billing status automatically when you receive an ERA from a payer.   The Billing status will change to ERA Received, ERA Denied, Internal Review, Balance Due, or Paid in F...
  10. Posting Multiple Insurance Transactions from a single EOB

    To make things easier to post multiple payments from a single-payer EOB, DrChrono has an area that allows for the posting of multiple lines of transactions instead of adding a line item for each charge. Navigate to Billing > Live Claims Fe...