Updated Articles

  1. Getting Started with the Form Builder Updated

    How to build a form.
  2. Set Up Appointment Reminders Updated

    You can set up appointment reminders from the appointment window.
  3. How do I apply a discount on a patient's account?

    Applying a discount or adjusting part of your patient's invoice is easy with DrChrono! Navigate to Billing > Live Claims Feed   Locate your patient's appointment by searching for it by name, claim ID, or date of service. On...
  4. Using RCM Tasks to View and Sign Charts

    With the RCM Tasks tool, you can conveniently view which charts need to be signed (as a rendering or supervising provider) and quickly sign to finalize them. Once your charts are signed, they can be submitted to the patient's insurance c...
  5. New Advance Beneficiary Notice of Non-coverage - Mandatory use as of May 12, 2026 New

    Did you know Medicare is updating the ABN (Advance Beneficiary Notice of Non-coverage) Form CMS-R-131?  It is published and ready for use, but is not mandatory until May 12, 2026. ABNEnglish_508_v2029.pdf ABN_Spanish_508_v2029.pdf Sou...
  6. How to bulk print HCFA forms within DrChrono?

    To bulk print HCFA forms within DrChrono,  follow the instructions listed below: Navigate to   Billing > Live Claims Feed.   Enter the date range or filter the claims for a specific patient for whom the HCFA forms are to be printed. ...
  7. How Do I Print Superbills Individually, for a Single Day or a Date Range?

    You can print superbills, aka itemized receipts, from a few different places, individually or in bulk for a day or date range.  Individually, you can print from either the appointment window or the billing details screen in the Live Claims Feed...
  8. Printing an institutional claim form - UB04

    If you are set up for billing institutional claims, you can print UB04 / HCFA 1450 forms by following the steps below: Hover over the Billing tab and select Live Claims Feed   Press on the visit date for the Institutional Appointme...
  9. How Do I Print a HCFA-1500 Form?

    There are two ways to print an HCFA-1500 form within DrChrono; through the appointment window and the Live Claims Feed. All patient data listed in this article is sample data. This is not a real person or real patient data. Fi...
  10. Printing selected HCFA-1500 forms from the Live Claims Feed

    To print multiple HCFA 1500 forms within DrChrono, please follow the instructions listed below: Navigate to the Billing tab and select the Live Claims Feed.  Enter the date range or filter the claims for a specific patient for whom...