Updated Articles

  1. DrChrono Payments: WorldPay PCI Compliance

    We take securing patient information, including credit card numbers very seriously. As such, we secure patient financial information according to PCI DSS, or the Payment Card Industry Data Security Standard. The standards are mandated by card bra...
  2. How do I keep a patient's insurance history?

    Historical insurance information may be needed to bill correctly for previous appointments. Appointments are automatically associated with the active insurance on the date of service. *** NOTE : When you edit a patient's current insur...
  3. INTERNAL: DrChrono Payments Stripe - how to troubleshoot hardware issues

    If a customer is having issues connecting their BBPOS Chipper 3XBT hardware device to collect payments through DrChrono Payments, check these two things before additional steps are taken. Confirm DrChrono Payments is set up and turned on...
  4. How Do I Enter a Taxonomy Code For a Specific Payer?

    Sometimes a particular payer will request a certain code, provider number, or taxonomy code to appear on all claims for processing. DrChrono makes this easy to do and allows you the ability to add it for the payer who is requesting it, but not any o...
  5. How Do I Set a Billing Modifier to a Code So it Always Populates?

    To set a modifier for a billing code, you can create Billing Profiles to associate the modifier with the code. Then, whenever you use the billing profile, both the code and modifier will populate. Here are the steps to take these actions u...
  6. How to print Supervising Physician details on the HCFA-1500 form

    If you need to activate a supervising physician for your office, please reach out to your Account Manager or support . Once activated, you can print those details on your HCFA-1500 form by following the directions below. 1. From the ...
  7. Adding a Payer In DrChrono

    In DrChrono, you are given the option to add a payer if needed. What is a payer? A payer is an insurance company, auto accident insurance, worker compensation plan, or durable medical equipment carrier that pays patient claims. There i...
  8. INTERNAL: DrChrono Payments - how to turn on the option for a client

    If a client requests to be turned on for DrChrono Payments (aka PaySimple), here's how you can make that happen. #1 - the client must be on updated Patient Payments (v2). It won't work on the previous version(v1). (Note - as of M...
  9. Editing Reminder Profiles and Appointment Reminders

    DrChrono allows you to send reminders to patients for their upcoming appointments automatically. If you want to customize the timing and the type of correspondence and/or attach a custom message it is easily done. You can edit reminders at the appoi...
  10. INTERNAL: DrChrono Payments FAQ

    Does DrChrono Payments offer a way to set up recurring/membership payments? DrChrono payments does not have this functionality at present (Dec 2022). We should still refer clients to CG/Fortis if they need this type of setup. Upd...