Updated Articles

  1. Moving money from an appointment to a patient's unallocated

    If there is an overpayment on a patient's account, you can hold the payment in a central location for a future visit. We call it "unallocated". You can also think of it as an account you would have at a bank. The money sits there until you do so...
  2. Logs tab under Patient Payments

    The Logs tab provides a full overview of the events associated with that patient's billing. Each time a payment is moved, logged, etc., you'll find it here. You can navigate to this screen by going to Billing > Patient Payments >...
  3. Processing Square Payments through DrChrono EHR

    Patient credit card payments can be processed through DrChrono's Square integration on the web platform. You can easily enter card information to take payments and save a card on file for later use. Entering Payment Infor...
  4. Video: Unmatched ERA

    Do you have payments that the system could not match or post? Find them under Unmatched ERAs. Check out this video to identify and rectify the unmatched payments. Here is a link to an article that will walk you through Unm...
  5. Moving charges listed under Ins Bal to the patient

    There may be times when you need to move a charged amount listed under "Ins Bal" (Insurance Balance) in the Live Claims Feed, to the patient's responsibility (Pt Bal). One example would be if you are manually posting a denial from a payer bec...
  6. Coronavirus Disease 2019: Ordering Labs in DrChrono

    Coronavirus Disease 2019 or COVID-19 is the name for the respiratory syndrome caused by infection with severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2). Due to the national health crisis, Quest and Labcorp offer COVID-19 testing to conf...
  7. Adding Clinical Codes to Forms

    You can connect clinical codes (ICD-10, CPT, HCPCS, and custom codes) to form/template fields so they populate billing information while completing your clinical note. You can add codes to the following fields: Yes / No Switch Singl...
  8. Ordering Labs in DrChrono from the Patient's Chart

    1. Log in to your DrChrono account and open a patient chart. From the menu bar on the left click on Lab Orders . 2. In the following screen click on the green + New Order button then choose the preferred lab from the drop-down menu. ...
  9. How to prescribe a compound medication for a non-controlled substance

    You can use the compound medications feature to send electronically or print compound prescriptions. From the patient chart, select Send eRx from the menu on the left and click on Compound in the new prescription screen. You can then e...
  10. Prescribing with your Narcotics Addition DEA Number (NADEAN)

    If you prescribe medications for narcotics addiction, you can enter your NADEAN by going to Account > Provider Settings and selecting the eRx Info tab. Once entered, your NADEAN will transmit with your prescription. When prescribing, t...