If you allocate money to the wrong appointment or line item, you can unallocate/delete those funds so they can be posted to the correct patient's appointment. To do so, you'll need "Billing Administrator" and "Access Patient Payments" p...
If you need to delete payer adjustments or patient responsibility amounts, you can do so through the Live Claims Feed (LCF). Navigate to Billing > Live Claims Feed Pull up the patient's account via their name, chart ID, or claim number....
If there is an error in a payment posted, best practice is to counter-post a correction that will keep a record of the error and subsequent correction instead of deleting the payment, which will remove all records of it. ( How to enter a correctio...
If you encounter a payment that has been posted incorrectly, there is a way to correct it without deleting the entire payment. Although it is possible to completely delete a payment, the best practice is to correct the payment instead so t...
Note : Auto Allocation must be enabled by support. Once the auto allocation feature is enabled, you'll notice an Auto fill button toward the upper right side of the screen. The feature will automatically allocate available patient...
Please see the answers to some commonly asked questions about the auto-adjustment of patient payment. If you have questions that are not listed below, please reach out to support . They will be happy to assist.
Q: I have th...
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...
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...
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...
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. ...