How to create a custom clinical workflow profile

Before building your form, we recommend reviewing Best Practices for Building Custom Forms to help users maximize the utilization of the clinical notes feature.


DrChrono has created the ability for users to create a custom clinical workflow profile.

Creating Custom Fields for Clinical Workflow Profiles

  • Navigate to Account
  • Account Settings
  • Custom Fields
  • Custom Workflow Profiles
  • + New Profile

The Action columns allow the user to edit or archive the profile.

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Once the pop-up window appears

  • Name the profile
  • Description (ie: New Patient Visit)
  • Add Form - applicable forms that should be associated
  • Create

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