Excluding Forms from the Clinical Note

Through the settings in DrChrono's Form Builder you can exclude a form or multiple forms from you complete note.  Excluding templates from the complete note allows you to still complete forms during a clinical visit, but the information you document will not appear on the rendered clinical note for the visit.  

1. To exclude a clinical template from the note, go to Clinical Form Builder

Clinical_Form_Builder.png

 

2. Select the form from the Form List that you would like to exclude and click on the Options menu and click Exclude from Complete Note

Clinical_Form_List_Options_Exclude_from_Complete_Note.png

 

3. Next to the form you have exclude from the complete note will be an (Exclulde_from_Complete_Note_Icon.png) icon.  

Clinical_Form_List_Exclude_from_Complete_Note.png

 

4. The excluded from, will note appear on the complete note, but can still be filled out. 

Exclude_from_Complete_Note_Example.png

 

5. If you would like to include the template back in the note, follow the same steps and select Include in Complete Now

Clinical_Form_List_Options_Include__Complete_Note.png

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