Updated Articles

  1. Edit Provider and Staff Permissions Updated

    Learn how to edit staff and provider permissions in DrChrono.
  2. Account Permissions Overview Updated

    DrChrono account permissions can grant or restrict access to different areas of the system.
  3. DrChrono Payments: Voiding or Refunding a patient credit card payment

    If you need to reverse a patient credit card payment processed through DrChrono Payments, there are two ways to do it. Same Day- full refund If you need to reverse a credit card payment that was processed the same day, you can use...
  4. DrChrono Payments: Credit Card Funding Time

    Credit card funding times depend on a couple of factors. It largely depends on the day and time the transaction is entered and authorized and the speed of your bank in depositing the funds into your account. The transaction cycle is compri...
  5. DrChrono Payments: Error message

    When you first set up your DrChrono Payments account, you may see the error message "There was an error retrieving DrChrono Payments merchant account." You will see this error message until the enrollment with DrChrono Payments is complete a...
  6. DrChrono Payments: Merchant IDs

    When setting up your account to process credit card payments utilizing DrChrono Payments, you will need to set which merchant ID the payments will be processed under. With DrChrono Payments, you can set the Merchant ID for the entire practice...
  7. Insurance Credit Cards: Can I refund or send back the money via the virtual card?

       If you need to refund a payment received via credit card (aka Virtual Credit Card) from a health insurance payer, you can easily refund it to the virtual card from within your DrChrono account. *** Please note, that this feature wi...
  8. Insurance Credit Card Payments: How do I attach an ERA?

    You can attach the ERA file or the scanned EOB to your DrChrono account for easy retrieval later.  Navigate to Billing > Insurance Credit Card Payments .  Press + Attach ERA/EOB There are two selections to retrieve the file to atta...
  9. Insurance Credit Card Payments: How do I process it?

       If you receive a credit card (aka Virtual Credit Card) from a health insurance payer for reimbursement for services rendered to your patients, DrChrono has an easy way to post the payment and attach the associated ERA. *** Please note...
  10. Insurance Credit Card Payments: Do I have to accept it?

    According to the statement linked below from the Centers for Medicare and Medicaid Services (CMS), yes, you can request that the payer send the payment due via paper check or set up an electronic funds transfer (EFT). The payer must...