Balancing at the end of the day

An enhancement has been built for our DaySheet (Billing > Transactions Report (DaySheet)). This feature will allow you additional sort options. Here are the benefits: Break down the Day Sheet total by Office, Pr...

At the end of each day, you will want to run a report to "close" the books for the day. There is a report within DrChrono that will allow you to verify that the money in hand to deposit in the business bank account matches the amount that was p...

Financial Transactions Report The Financial Transactions Report will show you what has been posted (charges, insurance/patient payments, and insurance/patient adjustments) for a particular day or a date range. You can specify oth...

The moved cash option in the Financial Transactions Report (fka Day Sheet) will allow you to see your receivables in two different ways. When payments are posted in DrChrono, the posting date is captured along with the payment amount. DrChrono...

Within the Financial Transactions Report (fka Day Sheet) (Billing > Financial Transactions (Day Sheet), there are 2 important options available to you; the Default view (red box) and the Reimbursement Analysis view (blue box). They can b...

Here is an article that will walk you through utilizing the Financial Transactions (Day Sheet) report. ...

DrChrono offers a variety of ways to look at your practice-created data. Two frequently used reports are the Financial Transactions (fka Day Sheet) and the Product Procedure Report. Here's a description of each and how they could be useful i...