Monthly Reports

Articles

How do I get a Monthly Report with Insurance Payments, Adjustment and Patient Payments Listed?
The Financial Transactions (Day Sheet) screen provides you with a day-end or month-end report. The report is based on the payment posted date and not on the date of service. Let's get started: 1. Hover over the Billing tab and se...
What is the Product/Procedure option?
The Product/Procedure Report will show you what CPT/HCPCS/Custom and ICD-10 codes have been billed throughout your practice, along with detailed patient information if you need to dig deeper. Offices use this report to identify the most us...
Video: Product Procedure Report
Watch this video and see how the Product Procedure Report can assist your practice. ...
Video: Accounts Receivable Reporting
DrChrono makes viewing your Accounts Receivable a breeze. Your patient and insurance balances can be viewed by the aging bucket or by payer. Check out the video below to see how. Here is a link to an article that will walk...