Let's explore what the column headings represent under Patient Payments. They are denoted by the blue box below. Navigate to Billing > Patient Payments. Press on the Payments tab and select a patient by typing their name into the...
Within DrChrono, you have a couple of options to consider for collecting patient balances. They include in-house payments, the OnPatient patient portal, and integrated payment processors. This article will explain each so you can uti...
You can customize the payment types options available when your office posts patient payments. For example, if your office does not accept checks, you can remove that option from the list of available payment types so it cannot be selected. ...
For services where the patient is paying cash, the payment profile must be set to cash. This will allow a patient statement to be printed (if needed), claim to be settled and showing a zero balance due after the payment is posted.
...
If you need to refund a patient's payment: Navigate to Billing > Patient Payments . Locate the patient's chart and the payment that needs to be refunded. On the right side of the screen, you will see a button labeled Refund. A...
If your office allows patients to pay off their balances via a monthly payment plan, it may be helpful to see the amounts that are expected to be received per month. You can find this information by navigating to Reports > Patient Paym...
If there is an overpayment on a patient's account, you can hold the payment in a central location for a future visit. We call it "unallocated". You can also think of it as an account you would have at a bank. The money sits there until you do ...
When you are working on patient appointments in the Live Claims Feed, you may notice that a patient has money in their unallocated that would either pay off or pay towards another appointment. You can easily move the money while in the appointment ...
To move money from Unallocated Payment and associate it with an appointment: Press the circle over on the right of the payment amount sometimes referred to as a radio button. A Move Cash window will open. This will allow you to ...