Excluding Forms from the Clinical Note

Through DrChrono's Form Builder settings, you can exclude a form or multiple forms from your complete note. Excluding templates from the complete note allows you to still complete forms during a clinical visit, but the information you document will not appear on the rendered clinical note for the visit.

1. To exclude a clinical template from the note, go to Clinical > Form Builder.

Clinical_Form_Builder.png

2. Select the form from the Form List that you would like to exclude, click on the Options menu, and click Exclude from Complete Note.

Clinical_Form_List_Options_Exclude_from_Complete_Note.png

3. Next to the form you have excluded from the complete note will be an (Exclulde_from_Complete_Note_Icon.png) icon.

Clinical_Form_List_Exclude_from_Complete_Note.png

4. The excluded form, will not appear on the complete note, but can still be filled out.

Exclude_from_Complete_Note_Example.png

5. If you would like to return the excluded template in the note, follow the same steps and select Include in Complete Note.

Clinical_Form_List_Options_Include__Complete_Note.png