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You can easily copy a note from a previous visit to make the charting process more efficient. Here's how:
1. Click on a patient’s appointment in the calendar. Click the green View Clinical Note button.
2. Click Copy ...
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You can print all of the clinical notes for a particular patient or group of patients based on criteria available in the Clinical Notes section of the software.
Follow the steps below to generate a message in your Message Center with the clinical ...
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With DrChrono you can electronically sign a note when the note is locked. Clinical notes are rendered in PDF format. There are several ways to navigate to the clinical note in order to sign and lock the document.
The most common ways to...
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Last Updated: 08/03/2026
in Clinical Tag Management A great way to filter a search in a patient's history is by using Tags. These are keywords that you set within the DrChrono platform to search by. Tags are completely customizable and you can name them whatever you would like. You are given suggesti...
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You can schedule multiple appointments at once with our bulk appointment tool. You have the option to schedule appointments in sequence or at the same time.
1. Go to Schedule > Bulk Appointments .
1. First add the pa...
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DrChrono, by default, allows you to schedule one appointment at a time per exam room. There is a way to change this setting so that you can schedule multiple appointments at one time. Here's how:
1. Go to Account > Provider Sett...
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If you would like a specific number of patients to be able to book appointments for the same timeslot, here is how you can make it work through online scheduling.
For example: If you only want 3 patients to book appointments for a specific tim...
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Availability Search is a tool that helps you find free time to schedule appointments and can be found by going to Schedule and selecting Availability Search .
On the Availability Search page, you can look for appointments...
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DrChrono does not automatically move appointments. Sometimes a staff member may accidentally move an appointment from the website or the iPad.
Here's how you can check if someone within your practice moved an appointment.
1. Go to Clinical >...
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We always suggest when you're setting up your practice, that you have a test reminder sent to your phone number so you can see the SMS text that gets sent and hear the reminder message that will be left for your patients.
You may discover that...