Accessing and Using the Form Library

DrChrono's Form Library lets you browse and add clinical note templates created and shared by other providers.

Here's how to access and use the library:

1. Open the Form Library

  • Go to Clinical > Library from your main dashboard.

2. Search for a Template

  • In the Form Library, use the Specialty or Keyword fields to filter templates. Your specialty (as set under Account > Provider Settings > Profile) will be automatically selected.
    • Click Preview to view a form before using it.
    • To start using a template immediately, click Customize Form to bring it into your account.

3. Add the Template to Your Account

  • If you're previewing a form and decide to use it, click Use this Form (top right corner).


4. Confirm and Save

  • After clicking Customize Form or Use this Form, a confirmation message will appear. Click Accept to add the form to your account.

You’ll find the imported form under the Additional tab in Clinical Form Management.