Patient Management

Articles

Eligibility Checks in the Appointment Window vs. the Patient's Chart
You can run insurance eligibility in a few places in DrChrono, the appointment window, the patient's chart, and the eligibility dashboard. Any location will pull the insurance information for the patient. However, when you run the eligibility fr...
Real-Time Eligibility Verification from a Patient's Chart
DrChrono allows you to verify eligibility and see what type of benefits your patient has under their insurance plan before you provide services. To access the Real-Time Eligibility tool, you first need to open a patient's chart ( Patients > ...
How do I delete/make a patient inactive or deceased?
You can make patients Inactive so that they no longer appear in your active patient list, but they will continue to be searchable in the event you need to access their chart. DrChrono does not offer a way to delete a patient permanently. ...
How do I add new patients and how do I edit information on existing patients?
1. Hover over Patients and click Patient List . 2. To add a patient, click +Add new patient , then enter all necessary fields. As noted on the New Patients page, you can enter all necessary fields for each patient including demograph...