Updated Articles

  1. Posting Multiple Insurance Transactions from a single EOB

    To make things easier to post multiple payments from a single-payer EOB, DrChrono has an area that allows for the posting of multiple lines of transactions instead of adding a line item for each charge. Navigate to Billing > Live Claims Feed...
  2. Moving charges listed under Ins Bal to the patient

    There may be times when you need to move a charged amount listed under "Ins Bal" (Insurance Balance) in the Live Claims Feed, to the patient's responsibility (Pt Bal). For example, you may manually post a denial from a payer because the pati...
  3. Is there an automated way to adjust balances?

    If you routinely adjust off balances, you can save time by enabling this feature. Navigate to Account > Provider Settings . Under the Miscellaneous heading, scroll down to the option labeled  Balance Writeoff . There is one for ...
  4. How to Bulk Adjust Claims

    If you have multiple claims to adjust to zero, you can do it quickly and efficiently by following the steps below:  First, you will need to enter a setting under Account > Provider Settings > Medical Billing.   It is listed under the Misc...
  5. How to Post a Retraction Payment from the Insurance Company?

    Sometimes a payer will retract a payment from an appointment that was previously paid. An example would be when the patient was not eligible on the date of service. They could have paid the claim with the information that the pat...
  6. How Do I Post an Interest Payment from a Payer?

    Sometimes, when a payer does not respond within a certain time period, they are required to pay interest in addition to any reimbursement that is due for services rendered. The payment needs to be posted so it is recorded, and your records wil...
  7. Auto-Start ePA using the CoverMyMeds Integration

    Automate prior authorization requests in DrChrono. Learn how Auto-Start eliminates manual PA workflows, handles exceptions, and tracks payer responses efficiently.
  8. How do I send multiple eRx orders at the same time from the patient chart?

    Providers can now improve their workflow by sending multiple eRx at once when in a patient's chart. Note: Before sending a prescription, please ensure you have the patient's complete address, date of birth, and gender recorded in the pa...
  9. Prescribing Medications via DrChrono's Web App

    In DrChrono, you can prescribe medications electronically. To do so, you'll need to have eRx set up. If you haven't done that yet, please visit our guide located here . Navigating to the eRx Page To begin prescribing, open...
  10. Provider Level Balance (PLB) Report

    This report is in beta testing.  If you would like to be a tester, please reach out to support . The Provider-level balance (PLB) report provides clear visibility into outstanding receivables by individual provider, enabling more accurate f...