Articles
Legacy Form Builder Sunset
Learn more the legacy form builder sunset.
Best Practices for Building Custom Forms
Best practices to build a custom form to achieve clinical note optimization.
Form Builder Overview
Beginning in February 2026 , we will start retiring the legacy Form Builder as part of the transition to Clinical Form Management . For more details and answers to common questions, please refer to our FAQ article. DrChrono's Form Build...
How do I use Switches as Smart Fields?
Beginning in February 2026 , we will start retiring the legacy Form Builder as part of the transition to Clinical Form Management . For more details and answers to common questions, please refer to our FAQ article. Smart fields are reveal...
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 Tools: New Fields Explained
Beginning in February 2026 , we will start retiring the legacy Form Builder as part of the transition to Clinical Form Management . For more details and answers to common questions, please refer to our FAQ article. DrChrono's Form Tools...
Excluding Forms from the Clinical Note
Beginning in February 2026 , we will start retiring the legacy Form Builder as part of the transition to Clinical Form Management . For more details and answers to common questions, please refer to our FAQ article. Through DrChrono's Form Bu...
Adding Clinical Codes to Forms
How to add clinical codes to a form
Setting a Workflow Form
How to set a workflow form.
Making a Form Persistent
How to make a form persistent.
How to Build OnPatient Forms
How to Build OnPatient Forms
Can I make the yellow notepad persistent when charting?
How can I make the yellow notepad persistent when charting?
Setting a Form as a Default Template
How to set a form as a default template.
Recovering Archived Clinical Forms
How to recover archived clinical forms.
How do I create clinical forms?
How do I create clinical forms?
Form Builder: How do I customize form fields?
How do I customize form fields? How do I customize form fields?
Why do I have to lock clinical notes when I archive/delete a field or form?
Why do I have to lock clinical notes when I archive/delete a field or form?
Editing the Preset Clinical Forms
How to edit the preset clinical forms .
How do I use reference fields in the Form Builder?
How do I use reference fields in the Form Builder?
Making Form Fields Required
How to make form fields required.
How to use the free draw feature
How to use the free draw feature