Updated Articles

  1. I've Updated the Patient's Insurance but it's not Reflecting in the Live Claims Feed

    When you update the insurance information in the patient’s demographics, it will reflect the change for appointments you create in the future.  It does not change them retroactively.  To change the insurance information for appointments you have ...
  2. How do I Clone a Claim?

    There might be instances where you would need to separate charges on a medical claim into two separate claims for a patient, before submission to the payer. In the DrChrono EHR, we refer to this as cloning claims. Navigate to the Live Cla...
  3. How to Delete a Claim From DrChrono

    Follow the below instructions to delete a Claim / Appointment from DrChrono: Hover over Billing and choose Live Claims Feed.   Navigate to the patient and date of service that you would like to delete from the DrChrono system. Once on ...
  4. How to Filter a Claim by the Billing Status

    While working on claims, it is often helpful to sort claims by billing status to work like claims with like claims. Here is how you can easily do that in your Live Claims Feed: Hover over the Billing tab and select  Live Claims Feed .  Se...
  5. Billing Status: What Do They Mean?

    DrChrono uses statuses on appointments/claims to know, at a glance, where claims are in the RCM process.  These statuses are in the Live Claims Feed.  Navigate to Billing > Live Claims Feed . Once you select your date range, press the blu...
  6. How to add a charge to an appointment from the Live Claims Feed

    Adding a charge to a patient appointment is a breeze in the Live Claims Feed screen. The steps below will show you how fast and easy it is. Navigate to Billing > Live Claims Feed Pull up the patient's account using their name, chart ID,...
  7. Can I customize the view in the Live Claims Feed?

    The short answer is YES! Navigate to Billing > Live Claims Feed   From the header, select the green Display button. A list of all header options will show.  You can unselect the ones you no longer wish to see on your LCF view.  The...
  8. DrChrono 2025 Real World Test Plan

  9. How do I Communicate/Send Messages to my Biller?

    Through the RCM Tasks page, you can directly communicate with your biller about a task that was issued to the practice through the use of a billing status. When your biller assigns you a task, the task could appear in 2 task panes: Pending I...
  10. What do I do With Tasks my Biller Assigns Me?

        With the RCM Tasks page, any claim/appointment that requires practice assistance to proceed will be listed in one convenient place.   The RCM Tasks Page can be accessed by pressing the $ sign on the toolbar at the top right of th...