How do I create a clinical note on the iPad?

For every appointment scheduled in your EHR, you may easily create a clinical note with the EHR app.

To do so, first access the appointment you wish to create a note for. To search for appointments, select the EHR button on your navigation bar. Then browse for your appointment by tapping on Appointment List or searching for your appointment using the search tool in the upper right-hand corner of the EHR page.

To begin creating clinical notes, first tap on Start Visit.

Once your appointment has been started, to the left of your page you'll be able to view all your templates. The order and content of these templates can be customized through the web version of your DrChrono EHR. Fill out each template with your appointment information through the various text, switch, toggle, and selection fields your templates have to begin auto-populating your complete note with your visit details.

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After your forms have been filled, select View Complete Note at the bottom left-hand side of the page. A clinical note with all the details of your visit is generated with the details you have entered in your templates. If the note is ready to be signed, select Sign & Lock.

If the note was signed and locked successfully, you will see a green bar at the top of the page indicating that the note has been locked. You may unlock the note by tapping on the 'Unlock' button that is now available.

From this point, your note will be uploaded to the cloud and will be viewable in your patient's chart with DrChrono on the web or iPhone. You may then download, print, or fax your complete notes.

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