Updated Articles

  1. Deleting a payment in the Patient Payments system

    If there is an error in a payment posted, best practice is to counter-post a correction that will keep a record of the error and subsequent correction instead of deleting the payment, which will remove all records of it. ( How to enter a correctio...
  2. Correcting a payment in the Patient Payments system

    If you encounter a payment that has been posted incorrectly, there is a way to correct it without deleting the entire payment. Although it is possible to completely delete a payment, the best practice is to correct the payment instead so tha...
  3. Auto Fill Patient Payments

    Note : Auto Allocation must be enabled by support. Once the auto allocation feature is enabled, you'll notice an Auto fill button toward the upper right side of the screen. The feature will automatically allocate available patient...
  4. Patient Payments Auto Allocation FAQ

    Please see the answers to some commonly asked questions about auto-adjustment of patient payment.  If you have question(s) that are not listed below, please reach out to support . They will be happy to assist. Q: I have the ...
  5. How do I apply a discount on a patient's account?

    Applying a discount or adjusting part of your patient's invoice is easy with DrChrono! Watch the demo or accomplish this task by following the steps below: Navigate to Billing > Live Claims Feed   Locate your patient's appointment ...
  6. Video: How to apply a discount to a patient's account

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  7. DrChrono Payments: How to set up your account

    Setting up your DrChrono Payment account is easy and can be done through your DrChrono account.  The first thing you will need to do is reach out to support and let them know you would like to utilize DrChrono Payments to collect your...
  8. VIDEO: Custom Billing Statuses

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  9. How Do I See My Accounts Receivable?

     Seeing your accounts receivable (insurance and patient balances) is easy in DrChrono.  You can see in real time what is outstanding and the age of the receivable,  at a glance. Sorting Groups   | Sorting Columns  | Onscreen Report | Expo...
  10. Where do I find all my ERAs and EOBs?

     All of your ERAs and EOBs are only a few clicks away.  Follow the below instructions:  Navigate to  Billing > Remittance Reports. You have four (4) options to search: Trace/check # Patient's name Insurance name Received date You...