Using Custom Demographics to Record Attorney Information

You can use DrChrono's custom demographics feature to add fields to the patient's chart to document attorney information.

  • Go to Account > Custom Fields.

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  • Select Patient Demographics from the menu on the left.

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Click +Add New Field to create a field.

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  • Enter a name and description of the demographic you would like to create. Add any additional information or field settings and Save.
    • The description could serve as instructions or a description of the field.
  • If you would like to pull information from this field into your clinical forms through the form builder, enter a Form Name in the field.
    • Select a Field Type.
  • If you would like to display this during Check-In through OnPatient or the iPad App, check the Show on OnPatient & DrChrono Check-In checkbox.
  • You can also make the field mandatory on OnPatient and Check-In by checking the Required on OnPatient & DrChrono Check-In.

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Repeat for other fields, for example, Attorney's Phone Number and Address.

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Once you have created the custom demographics fields, you can enter the information into the patient's chart.

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Patients can also enter this information when checking in with OnPatient or the Check-In App.

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If needed, you can run a report on custom demographics using the Advanced Report.

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