Patients can use the OnPatient portal to check in for their appointment before visiting your office. Your patients can onboard/check in through the OnPatient website or iOS application and have all their information saved in DrChrono.
Within DrChrono, you can customize what the patient sees and enters in the form. The sections described here are the default sections included with your DrChrono account. Each section can be reordered or removed based on your needs.
The information obtained through OnPatient check-in is stored in the patient's chart or their clinical visit.
Patient Chart Information
The following sections populate information into the patient's chart:
- Profile Photo
- Name & Gender
- Address
- Background Information
- Contact Information
- More Information (Custom Demographics)
- Emergency Contact
- Primary Insurance
- Secondary Insurance
- Insurance Photo
- Consent Forms
Patients can use these sections to enter all their basic check-in information: name, gender, date of birth, social security, language, race, ethnicity, contact information, address, etc.
Once entered and saved, the data appears in the patient's chart under the Important, Demographics, and Insurances tabs.
Consent Forms
Patients can read and sign consent forms through OnPatient. After being signed, consent forms are stored in the chart under Documents > Signed Consent Forms.
Clinical Note Information
The Additional Information and Reasons for Visit sections are customizable sections, and you may add any fields you wish using the DrChrono EHR Form Builder. Any short text fields, single/multi checkboxes, toggle switches, selection boxes, and fraction fields can be added here. A sample template is shown below.
Select Clinical > Form Builder and select the form to edit under the preset form list to edit these sections.
Allergies, Medications, Conditions, and Questions and Comments
Patients can verify their medications, allergies, and conditions and document any changes. They can also note questions or comments for the provider.
Changes noted by patients do not automatically update their charts. A provider or staff must enter the new information in their charts.
Once entered and saved, the information can be found in the clinical note under the OnPatient/Check-In section under the respective tab. Providers can discuss the responses with the patient and make adjustments or notes in the chart or note.
When everything has been completed, the patient selects I'm done and has all the information in this form uploaded to DrChrono and populated into their patient account or clinical note.
