Customer Tasks

BTG Notification and Audit Logs When a DrChrono employee breaks the glass (BTG) into a customer's account, a notification is shown on the DrChrono website and also on mobile. This activity will also now be tracked in Audit Logs. A blu...

Note: A support PIN will be automatically generated for the customer. Support PIN: CRM A new item has been added to the 2nd column of the DrChrono Sales CRM called Support PIN . The Support PIN will be displayed here so customer support can ...

This article is to provide clarity and an explanation of the logic behind the " Include Moved Cash " option within the Financial Transactions Report (fka Day Sheet). Example: $100 Payment posted under provider “A” (pr...

As a courtesy to our customers, DrChrono will allow non-billing accounts to print UB04 (institutional) claim forms. These accounts will not be billing claims through DrChrono but will be able to print UB04 forms for submission through other means. ...

Trizetto requires an SFTP password along with the 4-digit site ID. The password is necessary for EDI transactions and running RTE. Without the SFTP password, an error will occur when trying to run eligibility. The SFTP password has to be re...

If a zip code does not match with the correct city and state when entering demographics in the patient's chart, we have a method of adding zip codes to the system. 1. Click on the swords ( )menu and select Quick View . 2. Click on...

DrChrono offers two versions of the patient portal: Basic and Advanced. Basic is for Prometheus plans and the Advanced option is available for Hippocrates and above but it is not enabled by default. The features of both portals are the same for pa...

First, let’s define Provider Adds and Provider Swaps: Provider Add - A net-new provider adds to an existing practice, normally resulting in net-new revenue . Provider Swap - A one-for-one exchange of a provider license when a provider lea...

This article includes instructions on how to import custom procedures with the internal tool. The code column header is required. Codes must meet the following requirements: cannot use lowercase letters Must have unique ...

There are several layers to how appointment overlapping works. This article includes information on how the settings work for the: practice group , doctor, and account . PG Settings Overlap check all calendars This setting co...

In this article, we will look at the internal processes for contacting ID.me for support issues once we have done our part with the steps and tools we have in place. We will look at: Triaging a case Opening a Support Case with ID.me ...

***** As of February 2023 - please submit a JIRA to migrate a client from the previous patient payment system to patient payments 2.0. It needs to be managed from the backend. Thank you!! ***** May 2024 update - all clients should n...

To verify that a payer offers eligibility checks, you can check TriZetto's (or other clearinghouse's) payer list. If there is a blue circle with a white check listed, the payer offers RTE checks. The yes/no in the "enrollment required" c...

Here are a few common acronyms that you might come across and their definitions: EOB - An explanation of benefits is a statement sent by a health insurance company to covered individuals explaining what medical treatments and/or services ...

Porting Explained Porting transfers your fax line from the number's current local carrier to Updox, one of our fax vendors. When a number is ported, a number associated with a physical fax line or another e-fax service can be transferred into ...

Follow the steps below to learn how to activate a provider's eRx. Please Note: The provider must first fill out the eRx information from within their account before this process can start. This is not something you can do for them. If you need...

To import a customer's Fee Schedule follow the steps below. 1. Log into your employee account. 2. From the internal tools tab (Swords Icon) choose 'Setup/Enrollment', or click here . 3.) Under the import category select '...

Please verify the provider ID (With IS or Account Manager) before you begin the process. Follow the below steps to learn how to upload patient demographics. 1. Be logged into your employee account. 2. From the internal tools tab (Swords ...