Updated Articles

  1. Crossover payers

    DrChrono has made some exciting updates for your patients with primary and secondary insurance.   If their primary payer knows about their secondary coverage, they will send it with the 835/ERA file as they send responses/payments on claims.  ...
  2. Archive an EOB/ERA

    In DrChrono, there is no option to delete an EOB/ERA.  However, we can archive them, which removes them from showing under your Remittance Report section. Navigate to Billing > Remittance Reports Enter the Trace # (EOB/ERA number) if...
  3. How to use the Adjustment Master screen?

    The adjustment master screen enables a provider to set up their own rules for "Action to be taken" for the adjustment reason codes which will take priority of the current rule of payment posting in DrChrono. Example : Currently, in the DrC...
  4. What do the CO, OA, PI & PR Mean on the Payment Posting?

    When health insurers process medical claims, they will use what is called ANSI ( American National Standards Institute ) group codes, along with a reason code, to help explain how they adjudicated/processed the claim. The four gro...
  5. Adding a subscription membership to a patient's account

    Once the subscription/membership plan is established, it can be added to a patient's chart.    Navigate to a patient's chart via Patient > Patient List. Select the Demographic tab from the list on the left of the screen. A heading for Pati...
  6. Setting up Subscription Memberships

    Setting up a subscription membership Before placing a patient on a subscription or membership plan, you must set it up for your practice.  Once set up, it can be easily used for your patients.  No updates will be needed until/unless you want t...
  7. Patient Payments through Stripe in DrChrono

    Please Note that Stripe is not available to new customers. Please see our article on DrChrono Payments for setting up payment processing. DrChrono allows you to process patient payments through the patient's credit card. You ...
  8. DrChrono EHR features that work with in-house payments and payment partners

    You can use some of DrChrono's tools to facilitate the process of automating adding charges to an appointment. You can use appointment and billing profiles to set up charges for scheduled appointments. Appointment and billing profiles in con...
  9. How to Post a HRA Payment?

    Increasingly, employers are offering employees an HRA, or Health Reimbursement Account, to help offset medical expenses. It's not an insurance payment or a patient payment. Currently, we do not have the option to post the HRA payment...
  10. Increasing efficiency when posting using Auto Set Billing Status

    Enabling this feature will increase the office's efficiency as it will automatically update the appointment to " Paid in Full " when the applied payment pays the charges in full. The status will remain on " Balance Due " when a partial payment is...