Updated Articles

  1. How to change the billing status automatically to Paid in full and Balance due from the billing screen?

    Auto Set Billing Status Enabling Auto Set Billing status will help your office change the billing status automatically when payments post that satisfy or zero out the insurance or patient balance on the account. It will help you to properly...
  2. Lock a note and automatically change the billing status

    DrChrono provides a setting that will add automation to your practice’s workflow. The setting provides you the option to have your notes automatically updated to a billing status of your choice when they are signed and locked so that the billing p...
  3. Billing Profiles and Fee Schedules

    When creating your billing profiles, the system will automatically pull in the price listed on your fee schedule, or you can override this price and enter a billing profile-specific price. To set up a billing profile, please refer t...
  4. Connecting Billing and Appointment Profiles

    Once you have created both a billing profile and an appointment profile, you can connect them. When connected, any appointment scheduled using an appointment profile will also have the billing codes associated with the appointment populated. ...
  5. Creating Billing Profiles

    DrChrono's Billing Profiles allow you to save time by combining frequently combined CPT, HCPCS, Custom,  and ICD-10 codes.  Once created, a billing profile can add codes quickly and efficiently.  Navigate to Schedule > Billing Profiles ....
  6. Adding Billing Profiles from the Appointment Window

     Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types.  Here is how you can add them from the appointment window. Navigate to the schedule, select an appointment window, and se...
  7. Adding Billing Profiles in the Clinical Note

    Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types. Here is how you can add them from the Clinical Note. Navigate to a clinical note and go to the Billing tab    ...
  8. Adding Billing Profiles in the Live Claims Feed

    Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types.  Here is how to add them from the Live Claims Feed. Navigate to Billing > Live Claims Feed . Select the Date of Ser...
  9. Adding Billing Profiles in the Form Builder

    Utilizing billing profiles allows you to efficiently add ICD-10, CPT, HCPCS, and/or Custom codes to common visit types. Here is how you can add them from the form builder. Navigate to Clinical > Form Builder .   Select the form you wo...
  10. How Do I Add an Insurance EOB to my DrChrono account?

    If you receive a paper explanation of benefits (EOB) from an insurance payer, the best practice is to scan the document, add it to your DrChrono account, and attach it to the patient's appointment(s) that are included on the EOB. The image will be ...