Updated Articles

  1. What does the Insurance set up screen do?

    The Insurance Setup screen has multiple functionalities. Depending on how the provider/organization is credentialed, some claims may need to be billed with an individual NPI or SSN while another is billed with the group NPI and TIN. This scr...
  2. How can I enter in an official practice name and have that reflected in my clinical notes, superbills, and patient statements?

    1. To enter your official practice name, navigate to Account > Provider Settings . 2. Select the Medical Billing tab. In the third field, titled Practice Official Name , enter in your desired name. 3. Whil...
  3. How do I color code an appointment?

    1. To color code an individual appointment, first open an existing appointment window or schedule a new appointment. 2. Once you have opened up the appointment window, find the Color field on the right half of the page. You can selec...
  4. Printing Appointments for any Specific Date Range

    Within your DrChrono account, you can easily print appointments for a specific date range. Simply select the desired date range and print your appointments. This give providers and their staff the option to see a forecast of the daily, weekly, or ...
  5. Using the Scheduling Widget

    DrChrono's scheduling widget allows you to link your schedule to your website. Separate from OnPatient appointment scheduling, the scheduling widget lets you put a direct link into your website so that patients can make appointments when visiting ...
  6. Creating a Custom Appointment Field

    DrChrono makes it simple to add additional appointment fields to meet your practice needs. 1. Hover over Account and scroll down and select Custom Fields . 2. Select Appointment Fields . 3. In the right...
  7. How do I view the schedule by office or by doctor in DrChrono?

    Viewing the schedule by the office or by a doctor is even more user-friendly than ever. Please take note that all doctors are unchecked at first, so you must select the desired doctor(s) from the start. 1. Check the box next to the provi...
  8. DrChrono Payments: Setting up on OnPatient

    Once you are set up and accepting payments through DrChrono Payments, you can designate it as the processor for all patients who submit payments via their OnPatient account. Navigate to Account > Provider Settings > Patient Payme...
  9. How to auto set a billing status when ERA is received and patient paid the balance in full?

    Enabling Auto set Billing status will help your office by updating the billing status automatically when you receive an ERA from a payer. The Billing status will change to ERA Received, ERA Denied, Internal Review, Balance Due, or Paid in Ful...
  10. How do I add a suffix, credentials or salutation to my name?

    1. To add a suffix, credentials, or salutation to your name, first go to Account > Provider Settings . You will land on the Profile tab by default. 2. On this page, you can select your salutation from the dropdown list an...