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The patient balance ledger will display all outstanding balances, per patient, categorized by whether they are pending from insurance or are due from the patient themselves.
To navigate to the ledger, hover over the Billing header an...
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To run a report listing patients and their "Follow-up Date" (if populated - Patient Chart > Important tab)
Navigate to Patients > Patient List > More Filters
Select the checkbox > Patients with follow-u...
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An option has been added to advanced reports that will allow you to pull a report based on an appointment's payment profile.
You could pull a report of all appointments that have a payment profile of cash, insurance, insurance out-of-network,...
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To get a report on different Patient Payment methods, please follow the steps outlined below:
1. Navigate to Billing and select Financial Transactions ( Day Sheet) .
2. Enter the Date range and click on the Patient Paym...
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The transactions tool provides in-depth details on the payments within your practice. It does this by producing an appointment-by-appointment view detailing the diagnostics, services, inventory codes used, quantities, amount billed, adjustm...
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Keep track of your patient transactions by using the Transactions Report. Check out the video below to see how.
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In DrChrono, patients can have an unallocated payment amount on their account. These would be payments posted to their account but are not attached to a specific appointment. These payments would be prepayments for service and could be utiliz...
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If you need to update payer IDs for multiple patients, DrChrono has a way to do this in bulk instead of having to go into every single patient account to make the update.
A potential reason why you might need to do this would...
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By definition, a clearinghouse is a company that functions as an intermediary between the provider's PM system and the insurance payer. Clearinghouses review claims for common errors and provide a pathway for the payer to return electronic fil...
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Each payer or insurance company has its own payer ID number to accept electronic claims. It is the electronic address , so the clearinghouse knows which payer/insurance company to send the claim to.
Some national payers, such as Aetna (60054...