Updated Articles

  1. How to Generate a Statement with the Responsible Party Information?

    If you need to direct a statement to someone other than the patient, perhaps a parent or guardian, you can designate that in their chart. The steps below will show you how to enter the information. Hover over Patients and select ...
  2. VIDEO: Generating Patient Statements

    Check out this video to see how easy it is to generate/print statements for your patients.   This article will walk you through generating patient statements. ...
  3. Creating and Managing Patient Statements

      On DrChrono's Apollo or Apollo Plus plan, you have the ability to send and manage your patient statements through the Patient Statements page. Hover over Billing on your DrChrono navigation bar and select Patient Statements . Once you...
  4. Patient Statements with Optum

    On DrChrono's Apollo or Apollo Plus plan, you can send and manage your patient statements through the Patient Statements page. To access your patient statements, hover over Billing on your DrChrono navigation bar and press  Patient Statem...
  5. How to Track Bulk Appointment Packages with Authorizations

    Appointment packages are used when patients buy a certain number of appointments to be used for a certain period.   It is possible to track appointment packages purchased by patients in your DrChrono account. Create a custom code for the p...
  6. Save Time with Auto Eligibility Checks

    With DrChrono Real-Time Eligibility you can automatically check patient eligibility prior to a scheduled appointment, saving you the time of running the checks manually.  To configure an eligibility check to run automatically navigate to...
  7. 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, y...
  8. POS 12 and HCFA Box 32

    Per the Centers for Medicare and Medicaid Services (CMS), when providing telehealth services to a patient while they are at their home residence, the POS code listed in box 24B must be 12- Home.  It also needs to match the patient's home address. ...
  9. How to Change the Place of Service (POS) for a Specific Appointment

    To change the place of service (POS) for a specific appointment without changing the place of service in the appointment's office, please follow the steps outlined below: Navigate to Account > Facilities   Select  Add New Facilit...
  10. Telehealth POS codes 02 and 10

    In early 2022, the Centers for Medicare & Medicaid Services (CMS) introduced a new place of service (POS) code for telehealth services to help clarify specifically where services were rendered. https://www.cms.gov/Medicar...