Updated Articles

  1. UB04 Box 52 - Notating a signed release or informed consent on an institutional claim

    On your institutional claim, you will need to note that you either have (Y) a signed statement on file from the patient permitting a data release or (I) have informed consent to release medical information. DrChrono makes it easy to note both ...
  2. HCFA 1500 Box 33 - How Do I Use an Alternative Pay to Address

    If you want to add an alternative pay-to address or lockbox (P.O. Box) address in box 33 on the HCFA 1500 Form, follow the steps outlined below: 1. Hover your cursor on the Account tab and select Offices . 2. Click on the E...
  3. HCFA 1500 Box 33b - How Do I Enter an Individual or Group Provider Identifier?

    Sometimes a payer will require a separate identifier on the claim along with the billing/rendering NPI and Tax ID. DrChrono makes it easy to add this information, by payer, so that it will be on each claim, helping to ensure that your claim is ...
  4. DrChrono Payments: Stripe business verification

    While opening an account to process your patient payments, Stripe may need additional documents for business verification. Here is a list of documents they deem acceptable for providers in the United States. Below is a listing of documen...
  5. How do I apply a discount on a patient's account?

    Applying a discount or adjusting part of your patient's invoice is easy with DrChrono! Here are the steps to accomplish this task: Navigate to Billing > Live Claims Feed Pull up your patient's appointment by sear...
  6. How to Search for a Clinical Note

    You may access the Clinical Report Tool to search through your clinical notes, for example, if you want to search for clinical notes that need to be locked. The Clinical Report Tool will allow you to search for clinical notes by: Offic...
  7. How do I use Switches as Smart Fields?

    Smart Fields are fields that are revealed when a switch is toggled to the ON position. The purpose of a Smart Field is to minimize clutter in your templates and easily trigger a natural procession of follow-up questions. Only Switches can be made...
  8. Getting Started with the Form Builder

    An Introduction to the Form Builder The form builder is one of DrChrono's most powerful tools, designed to save you time while charting and onboarding patients. Forms are medical templates for you to use to chart. The form builder minimizes t...
  9. Editing the Preset Clinical Forms in DrChrono

    To get to the Form Builder select Clinical > Form Builder . You can edit any of the preset clinical forms in your DrChrono account. The preset forms are located in the Form List . Select the fo...
  10. Renaming a Lab Account

    You can rename a lab account in DrChrono from the Lab Orders section of the patient chart. 1. Start an order and select Edit . 2. Select the Lab Vendors Name tab. 3. Select the lab to rename. ...