Updated Articles

  1. Patient Balance Widget

    Patient Balance Widget The Patient Balance widget on your dashboard will show you the total outstanding patient balance, the number of active payment plans, and the number of late payment plans.   To enable this widget: Press the gea...
  2. Claim by Claim Status Widget

    Claim by Claim Status Widget The claim-by-claim status widget on your dashboard will show claims with their current status.  There are two ways you can quickly and easily see which claims make up that particular status.    To enable this widget:...
  3. How Do I Update the Default Payment Profile?

    There are two ways of setting a default payment profile. Set the default payment profile in general for all patients. Set the default payment profile for a particular patient. All Patients First, let us see how to set the...
  4. Adding an Email Address to your Superbill

    In DrChrono, you can have an email address appear on your super bill. You can easily add or remove the address in your Account Settings. Navigate to Account > Provider   Settings. Select the Medical Billing tab.            ...
  5. Entering in an additional NPI number and Tax ID for billing purposes

    This is useful if you have two billing NPI and Tax ID (TID) numbers used for the same provider. For example, use this if a provider works for multiple businesses and needs to bill appropriately so claims go out with the correct NPI and Tax ...
  6. Bumps Configuration Guide

    Automatically text patients when the office cancels or moves their appointment, and offer them a chance to reschedule.
  7. How do I Enter a Taxonomy Code that is Common for all Payers?

    If all of your claims bill with the same taxonomy code, you can enter it in your account settings and it will carry through all of your claims. Navigate to the Account tab Select Account   Settings Select the Medical Bil...
  8. Medical Billing Account Settings

    Within your account is a section that will control many of your medical billing settings.  Let's take a closer look at what they are and how to utilize them in your practice. Navigate to Account > Provider Settings Select the Medic...
  9. How do I keep a patient's insurance history?

    Historical insurance information may be needed to bill correctly for previous appointments. Appointments are automatically associated with the active insurance on the date of service. When you edit a patient's current insurance information...
  10. How Do I Set Up Courtesy Billing and How Does it Work?

    In a courtesy billing scenario, a patient pays the full cost for their care upfront, and the practice then files a claim on the patient’s behalf, as a courtesy, to have the insurance company reimburse the patient directly. ...