For services where the patient is paying cash, the payment profile must be set to cash. This will allow a patient statement to be printed (if needed), claim to be settled and showing a zero balance due after the payment is posted.
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If you need to refund a patient's payment: Navigate to Billing > Patient Payments . Locate the patient's chart and the payment that needs to be refunded. On the right side of the screen, you will see a button labeled Refund. A...
If you need to resend a receipt to a patient, you can do so easily right from the patient's chart. Navigate to their chart and, under the Demographics tab, select the DrChrono Payments tab. Scroll down to Payment Links (left side of ...
If you need to resend a payment link to a patient, you can do so easily right from the patient's chart.
Navigate to their chart and under the Demographic s tab, select the Payments tab and then DrChrono Payments tab. Scroll...
If needed, the name, email, address, and/or phone number that shows on your patient's text-to-pay link can be updated. The updates can be made per Merchant ID.
Navigate to Account > Provider Settings > Patient Payments > Merchant List ...
As with calendar view, you can also initiate a payment text to a patient from within their chart. Navigate to the patient's chart and select Demographics. Navigate to Payments > DrChrono Payments tab. Select the Text t...
DrChrono has added an option where you can send a link to a patient's phone that they can then use to send you a payment/pay a copay/make a deposit, etc. This feature works exclusively with DrChrono Payments. Here's how it works: ...
If your office allows patients to pay off their balances via a monthly payment plan, it may be helpful to see the amounts that are expected to be received per month. You can find this information by navigating to Reports > Patient Paym...
Once you have set the parameters for your account's patient payment plans, you can set up an individual patient plan for each patient. Patient Plan | Skipping a Payment | Make Additional Payment Individual Patient Plan
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To set up payment plans for your patients within your DrChrono account, you first need to decide on a few parameters, including: The minimum monthly payment amount your office will accept. The minimum patient balance your office will a...