Updated Articles

  1. Customized Follow-up Dates: Can we turn it off?

    Turning off Customized Follow-up Dates Yes, if your office administrator would like to turn off the feature, it can be done on an entire practice basis. We cannot turn it off for certain providers while having it on for other providers wit...
  2. Month End Close: Unposted ERAs

    When DrChrono receives ERA/835 files, they post automatically to patient appointments after the system verifies that the patient and the transaction match, unless you have your account to verify ERAs before posting.   When there is a conflict...
  3. Telehealth Visits FAQ

    Find answers to frequently answered questions about telehealth visits in DrChrono.
  4. RecordSync Overview

    The RecordSync integration pulls relevant patient records and care summaries directly into DrChrono, allowing providers to review their patients' clinical histories.
  5. Secondary submission when Medicare is primary

    When manually submitting a claim to a secondary payer where Medicare is the primary insurer, the Primary Insurance Claim Number may be required. A new text field has been added in the Live Claims Feed to capture this information. When entered,...
  6. Billing Summary Report

    This feature is in beta testing.  If you would like to test the feature, please reach out to support. The Billing Summary report provides a clear overview of key performance metrics across monthly, quarterly, and yearly timeframes. It incl...
  7. Preview EDI Claim

    This feature is in beta testing.  If you would like to test the feature, please reach out to support. The new Preview EDI Claim feature enhances transparency by allowing users to view the exact EDI data that will be transmitted to the clearing...
  8. Billing and Practice Intelligence Reports

    This feature is in beta testing.  If you would like to test the feature, please reach out to support. The new Business Intelligence menu is organized into two sections — Billing Intelligence and Practice Intelligence — each containing its ...
  9. Create Staff Member Accounts

    Learn how to create and edit staff member accounts.
  10. Creating a New Request : EHI Export

    Learn more about creating a new EHI export request.