Updated Articles

  1. How Do I Unallocate a Payment if it is Posted to a Wrong Appointment?

    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...
  2. How to delete payer adjustments and/or patient responsibility amounts

    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....
  3. Deleting a payment in the Patient Payments system

    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...
  4. Correcting a payment in the Patient Payments system

    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...
  5. How do I apply a discount on a patient's account?

    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. ...
  6. Using RCM Tasks to View and Sign Charts

    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...
  7. How do I Communicate/Send Messages to my Biller?

    Through the RCM Tasks page, you can directly communicate with your biller about a task that was issued to the practice through the use of a billing status. When your biller assigns you a task, the task could appear in 2 task panes: Pending I...
  8. What do I do With Tasks my Biller Assigns Me?

        With the RCM Tasks page, any claim/appointment that requires practice assistance to proceed will be listed in one convenient place.   The RCM Tasks Page can be accessed by pressing the $ sign on the toolbar at the top right of th...
  9. What is the RCM Tasks Page?

       The RCM Tasks page is designed to help you keep on top of tasks necessary for our RCM team to submit and follow up on claims timely.  You can view a list of patient charts that need action, whether it is insurance/demographic or clinical re...
  10. How to bulk print HCFA forms within DrChrono?

    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. ...