Getting Started with the Template Builder


An Introduction to the Template Builder

The template builder is one of the drchrono EHR's most powerful tools, designed to save you time while charting and onboarding patients. Templates are medical forms that are automatically filled out while you chart. The template builder minimizes the amount of writing and typing you need to do while charting by simplifying your charting workflow to a series of buttons, switches, checkboxes and text fields. These components, known as fields, work together in a template to automatically generate text, creating your clinical note. While you're in an appointment, you spend less time charting and more time with your patient. When the appointment ends, a fully completed clinical note will be ready for your use. Additionally, these templates can be used to customize your patient's onboarding questions which they can fill out in advance of their appointment or through an on-site check-in kiosk (using the drchrono kiosk mode on the check-in app). Templates are optimized for both mobile and web experiences.

Some customization is required to use the template builder. To effectively use templates, your template should match the clinical note or form-filling format you use in your day-to-day workflow. As a part of the drchrono implementation process included with all paid accounts, we get you started by building out templates for you according to your practice needs. After implementation, you're free to build and customize templates yourself. 

Familiarizing Yourself with the Template Builder

The template builder is located within the 'Clinical' section of your navigation bar. To access the template builder, mouse over 'Clinical' and select 'Builder'.


The template builder is composed of three components.

  • Your template list is on the left: select between the customizable preset templates that come with your account or additional templates, the custom templates you create or download from our community sourced template library.
  • Template preview is located in the center, shaped like an iPad. Here you can click on fields types in the template tools menu, then click on the area you wish to add the field. Then you may customize the text associated with each field.
  • To your right, you will find the list of available fields for you to use. Further in this guide, each type of field will be explained in-depth.


To use templates to their full potential, two things must be customized: your templates for your charting workflow and the clinical notes that are created from your appointment. Those guides are found here:




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