Appointment Profiles and Templates

Appointment profiles save you time by pre-populating fields when creating a new appointment. Appointment profiles are used to: Automatically set a Reason For Visit Set a duration for an appointment Set a color for the appointme...

Appointment profiles save you time by pre-populating fields when creating a new appointment. If you have previously created appointment profiles and would like to edit them, first mouse over Schedule on your navigation bar and selec...

Consent forms may be used in conjunction with appointment profiles to automatically attach documents to appointments. If any forms need to be read and signed with a specific type of profile, you may save time by adding consent forms to an appoint...

Appointment profiles save you time by automatically adding duration, the reason for the visit, color coding your appointment, and even adding your billing profiles automatically. Here is how to set them up: Go to Schedule > Appoi...

Appointment templates are blocks of time during which a provider usually sees appointments with the same profile. These may have a longer duration than the corresponding profile, in which case they may allow multiple appointments to be booked dur...

Appointment Templates are associated with Appointment Profiles to establish an office, exam room, weekday, and duration parameters for the templates you set up on your schedule. Date ranges can be added to your appointment templates to accou...

Appointment Templates are not limited to the daily, weekly, and monthly views in your calendar. You can also use Appointment Templates in the DrChrono Exam Rooms View and Doctor View. This setting is disabled by default. To enable this s...