How to Edit Preset Templates in DrChrono


To begin editing  preset templates in drchrono login to .

  1. Click Clinical in the navigation bar, and select Builder under Templates. 
  2. Click Preset at the top of the yellow column in the template builder, and then select the template you would like to edit.
  3. When you are finished with your edits click Save at the bottom of the page.

Preset templates include:
H&P CC / History of Present Illness
H&P Med / Fam / Social History
H&P Review of Systems
H&P Physical Exam
H&P Assessment
H&P Plan
SOAP Subjective
SOAP Objective
SOAP Assessment
OnPatient: Additional Information
OnPatient: Reasons for Visit


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