If you need to resend a payment link to a patient, you can do so easily right from the patient's chart.
Navigate to their chart and under the Demographic s tab, select the Payments tab and then DrChrono Payments tab. Scroll...
If needed, the name, email, address, and/or phone number that shows on your patient's text-to-pay link can be updated. The updates can be made per Merchant ID.
Navigate to Account > Provider Settings > Patient Payments > Merchant List ...
As with calendar view, you can also initiate a payment text to a patient from within their chart. Navigate to the patient's chart and select Demographics. Navigate to Payments > DrChrono Payments tab. Select the Text t...
DrChrono has added an option where you can send a link to a patient's phone that they can then use to send you a payment/pay a copay/make a deposit, etc. This feature works exclusively with DrChrono Payments. Here's how it works: ...
DrChrono has two ways you can provide a receipt for payment to your patient: a receipt and a superbill. Both of these options are available in the calendar view as well as the billing screens. Each document is the same, no matter where you acces...
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...
Once you have set the parameters for your account's patient payment plans, you can set up an individual patient plan for each patient. Patient Plan | Skipping a Payment | Make Additional Payment Individual Patient Plan
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To set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters, including: The minimum monthly payment amount your office will accept. The minimum patient balance your office will a...
If there is an overpayment on a patient's account, you can hold the payment in a central location for a future visit. We call it "unallocated". You can also think of it as an account you would have at a bank. The money sits there until you do ...
When you are working on patient appointments in the Live Claims Feed, you may notice that a patient has money in their unallocated balance that would either pay off or pay towards another appointment. You can easily move the money while in the ap...