Updated Articles

  1. Searching Enrolled Payers First

    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 searched....
  2. Month End Close: Unposted ERAs

    When DrChrono receives ERA/835 files, they post automatically to patient appointments after the system verifies that the patient and the transaction match, unless you have your account set to verify ERAs before posting.   When there is a conf...
  3. Month End Close: How to utilize in my account

    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...
  4. Month End Close: An Overview

    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...
  5. Smart Desk & Smart Calls Configuration Guide

    Use generative AI to answer patient calls, handle FAQs and scheduling requests, and forward complex calls to staff.
  6. Scheduling Templates Configuration Guide

    Set different self-scheduling hours for specific appointment profiles, offices, and providers.
  7. Same-Day Reminders Configuration Guide

    Send patients last-minute text reminders on the day of their appointment to help reduce no-shows.
  8. Rescheduling Portal Configuration Guide

    Let patients cancel or reschedule their appointments through a personalized self-service link.
  9. Reputation Management Configuration Guide

    Send automatic post-appointment feedback requests and direct satisfied patients to your review page.
  10. Recall Journeys Configuration Guide

    Automatically text patients who are due for a follow-up visit with up to five reminders inviting them to book.