Articles
Best Practices for Building Custom Forms
Best practices to build a custom form to achieve clinical note optimization.
Form Builder Overview
Before building your form, we recommend reviewing Best Practices for Building Custom Forms designed to help you make the most of the clinical notes feature. DrChrono's Form Builder allows you to create and customize your clinical templates...
Form Builder (Beta)
The form builder has a new look. This version has a new design and enhanced features to provide an easier workflow when creating custom templates. The existing form builder remains functional and runs parallel to the new version. To open the For...
How do I use Switches as Smart Fields?
Smart fields are revealed when a switch is toggled to the ON position. A smart field aims to minimize clutter in your templates and easily trigger a natural procession of follow-up questions. Only Switches can made into smart fields. ...
How to create a custom clinical workflow profile
How to create a custom clinical workflow profile
What is the difference between New Section and SOAP section fields?
How to understand the difference between the New Section and SOAP section fields
Form Builder Direct Archive (Form Builder - beta)
How to use the direct archive feature for the form builder beta.
Form Tools: New Fields Explained Updated
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's Form Tools consist of different types of fields that allow you to bu...
Excluding Forms from the Clinical Note Updated
Through DrChrono's Form Builder settings, you can exclude a form or multiple forms from your complete note. Excluding templates from the complete note allows you to still complete forms during a clinical visit, but the information you document wi...
Form Builder: How do I customize form fields? Updated
How do I customize form fields? How do I customize form fields?