Updated Articles

  1. Manually verifying ERAs prior to posting

    As ERAs are received from the clearinghouse, they will automatically post to your patient's appointments. If you would like to verify that you have received the deposit or check before the ERA posts to your patient's appointments, the system c...
  2. How to auto set a billing status when ERA is received and patient paid the balance in full?

    Enabling Auto Set Billing status will help your office by updating the billing status automatically when you receive an ERA from a payer.   The Billing status will change to ERA Received, ERA Denied, Internal Review, Balance Due, or Paid in F...
  3. 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 Fe...
  4. 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). One example would be if you are manually posting a denial from a payer be...
  5. How do I post a payer/insurer/provider adjustment?

    There may be times when you will need to post an adjustment to a patient's account manually. Here is how you can easily accomplish the task: Start with the patient's appointment.  Scroll down to where the CPT/charges are listed. Press th...
  6. 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 ...
  7. 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 Miscell...
  8. 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...
  9. How Do I Post an Interest Payment from a Payer?

    Sometimes, when a payer does not respond within a certain 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 will bal...
  10. 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...