Form Builder

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 ...

DrChrono has given the form builder a new look! The new version comes with a new design and enhanced features to provide an easier workflow when creating custom templates. Not to worry, the existing form builder will still remain functional and ru...

DrChrono has created an easier way to archive, and locate archived and unarchive forms with just a few clicks. See how below: There are (2) ways to archive a form via the Form Builder (beta). From the form list Navigate to...

When building a form, you have the option to have fields in appear SOAP format. Navigate to Clinical and select Form Builder . Under the Form Tools, there are two section types: New and SOAP . New Sections do not have any formatti...

DrChrono's Form Builder allows you to create and customize your clinical templates, allowing you to focus on patient care with forms that are specific to your practice. 1. To get to the Form Builder, go to Clinical > F...

DrChrono's Form Tools consist of different types of fields that allow you to build templates to use in clinical notes and patient onboarding. You have several types of fields at your disposal, all of which can be used to populate text into yo...

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 will...

You can connect clinical codes (ICD-10, CPT, HCPCS, and custom codes) to form/template fields so they populate billing information while completing your clinical note. You can add codes to the following fields: Yes / No Switch Singl...

Setting a form as workflow allows you to replace the content under the Preset forms with a form you have under the Additional tab by setting it as workflow. DrChrono comes with many prebuilt templates for H&P and SOAP no...

Making a form persistent allows you to automatically copy the information entered for a patient in a specific form for all their future visits once it has been entered in the clinical note. Note: Making a form persistent will not make any...

You can customize your own forms for patients to fill out through OnPatient or the Check-In App through the Form Builder in DrChrono. Building templates for OnPatient follows the same process as building a clinical form by using the same fiel...

Unfortunately, not. When a template is made persistent in the form builder, it only applies to the fields created in that template. The notepad section exists outside of the form and is not included in the persistent setting. The idea behind...

Setting a form as default gives you the option to make a template as your default template, so when you go to the clinical note section, the system will automatically take you to the template that is set as your default. Without setting a def...

You can recover templates (forms) that you have archived (deleted) from the form builder to use again. 1. Go to Clinical > Archive . 2. Click on Restore beside the respective template. The selected form will return to the "Additio...

When you begin building forms, review what your typical charting workflow looks like. In chronological order, think of what elements should be toward the top (beginning) of the appointment and which elements should be toward the bottom (end) of the ...

After you're done creating your form, think about how you would like your clinical note to look. The order of the clinical note sections does not need to mirror your form, you can reorder the sections in the Complete Note Format editor ( Clinical ...

You may have noticed when trying to delete a whole form or field from the form, you see a notice that you need to lock certain clinical notes before deleting the fields or form. When you click on the X to remove the for...

Smart Fields are fields that are revealed when a switch is toggled to the ON position. The purpose of a Smart Field is to minimize clutter in your templates and easily trigger a natural procession of follow-up questions. Only Switches can be made...

An Introduction to the Form Builder The form builder is one of DrChrono's most powerful tools, designed to save you time while charting and onboarding patients. Forms are medical templates for you to use to chart. The form builder minimizes t...

To get to the Form Builder select Clinical > Form Builder . You can edit any of the preset clinical forms in your DrChrono account. The preset forms are located in the Form List . Select the fo...

When building a form, the {{value}} button is critical to the fields in this article. The {{value}} field renders the information you enter or select onto the clinical note. You will need one {{value}} in your generated text sectio...

In the Form Builder, reference fields allow you to cross-reference fields across different templates or within the same template. The purpose of reference fields is to easily pull values entered in a different field and have those values show up ...

With the DrChrono form builder, you have the option of making a field required. If a field is required, you will be given a 'required' warning indicator and you will not be able to sign and lock a note unless that field is completed. 1. To beg...

With DrChrono, you can take advantage of the "free draw" feature we've built in the new template builder. Here, you can upload custom PDFs and pictures! Here's a list of medical photo and video resources that might be valuable in making your uni...

Body paragraph. Use the paragraph style for introductory text.   DrChrono has created an easier way to archive, and locate archived and unarchive forms with just a few clicks.  See how below: There are (2) ways to archive a form via the Form B...