If you frequently schedule repeat visits for patients who bill with the same CPT code(s), a setting can be enabled that will carry over CPT codes from appointment to appointment which will save you time and data entry keystrokes. Access Ac...
Insurance payers use a payer ID to route claims to the correct insurance company, or payer. Some insurances have the same payer ID among all clearinghouses, while others may differ. You can find the payer IDs in the Patient's chart > Demograp...
In DrChrono you have the ability to prioritize the payers you are enrolled with so that they are brought to the top of the list when searching for insurance payers. In the image below, there are several options for the payer being searche...
If a patient does not show up for an appointment and your office has a policy of charging if not canceled within a certain time frame, you can bill the patient a fee for that missed visit by using custom codes. Navigate to Billing > Ne...
When charges are added before a patient's appointment, either manually or with a billing or appointment profile, they will appear grayed out in the Live Claims Feed. They will not appear in any report until the services are rendered. You can st...
When charges are added before a patient's appointment, they will appear grayed out in the Live Claims Feed. They will not appear in any report until the date of service. You can still make updates to either the code or charge when it is in this ...
For all customers, except those on an Apollo Plus plan, you will need to go in each month to freeze the transactions for the previous month. At this time, it will not happen automatically.
For example - if you want to freeze tran...
When transactions have been frozen in the account for a certain date, the ability to delete or unallocate a patient payment will not be available. However, any dates that are not within a frozen period, will be able to be updated, changed, or del...
Those who have Billing Administrator Permissions in DrChrono, and are on a plan other than Apollo Plus will see the Month-End Close where you can select the date on which your account charges, payments, and adjustments will be frozen. For th...
Overview Reporting in DrChrono is based on the transaction date, which is the date the charge or payment was added/posted to the patient's appointment. If these dates are changed, forward or backward, figures listed on financial reports c...