Familiarizing Yourself With OnPatient Onboarding/Check-In

The onpatient portal is a powerful way to give your patients a seamless experience when visiting your office. Most prominently, your patients can be onboarded or check-in through the onpatient website or iOS application and have all their information saved to the drchrono EHR.

Within the drchrono EHR, you can customize exactly what the patient will see and enter in the form. The sections here are shown as the default sections that come with your drchrono account. Each section can be reordered or removed based on your needs. Other sections can be customized to your heart's content using the template builder tool in the drchrono EHR. 

Basic Information

The first section allows patients to enter all their basic check-in information: Name, Gender, Date of Birth, Social Security, Language, Race, Ethnicity, Contact Information, and address.

Additional Information

The 'Additional Information' section is one of two highly customizable sections which you may add any fields you wish using the drchrono EHR template builder. Any short text fields, single/multi checkboxes, switches, selection boxes, and fraction fields can be added here. A sample template is shown below.

Patient Changes

Patient changes is a way to verify the medications, allergies, and conditions a patient has. If there has been any change at all to the patient, the patient may document those changes here.

Insurance Information

If your patient has their insurance information available, they can enter that information in the following fields. This information will be automatically uploaded into the drchrono EHR for usage in your practice's billing.

Reasons For Visit

Reasons For Visit is the second highly customizable section within the onpatient onboarding/check-in page. Here you can add or remove any reasons for visit as well as any additional short text fields, single/multi checkboxes, switches, selection boxes, and fraction fields you deem relevant.

Questions & Comments

If your patient has any questions and comments, they may enter them here so that you may refer to them during the patient's appointment.

Consent & Signature

drchrono has the functionality to upload and attach any forms to an appointment. Here you will find all the forms that you have specified to attach to the appointment. A patient will be required to read and consent to all of the forms you mark as 'required' and will be able to view any other forms you deem non-required. Upon receiving the form, the patient will be presented with a digital signature box which they may use to sign the consent form.

When everything has been completed, the patient may select 'I'm done' and have all the information in this form uploaded to the drchrono EHR and inputted into their patient account.



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