Payment Reconciliation Guide

You can easily reconcile payments through the Chiron platform. We recommend reconciling your account weekly, as doing so allows the practice to promptly bill patients for any outstanding balances. To reconcile payments, please follow the following steps: 

1
From the home screen, click on “Switch to Detailed View”

2
Fill in the “filter by” date filter

3
Click on “Export CSV” on the upper right-hand corner to obtain the billing details report. An email will be sent to the user’s email on file.

4
Open the email and click on the “Download Report” link

The CSV billing report will download shortly.

The billing details CSV provides all the information you need to reconcile payments, such as; patient demographics, payment amounts, credit card and processing fees, and deposit dates.  You can view an example here.

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