Customize The Workflow of Your drchrono Check-In Templates!

After numerous requests, we have finally made templates customizable on our drchrono Check-In App. You can now reorder the sections your patients fill out while onboarding them with our Check-In App, as well as remove any sections you do not want visible to your patients.

To customize the workflow of your templates, simply log into your drchrono Check-In App.

drchrono check in app icon on iPad desktop


Select the three bar icon located in the upper right hand corner of your app.

menu location screen in drchrono EHR app software

Select “Customize Work-Flow.”

location of Customize workflow menu item on drchrono iPad app

You can move sections around so they either appear at the top or the bottom of the list and then appear either as the first or last page that your patient fills out during check-in.

move sections of check in form in drchrono patient check in app

You can “hide” sections that are unnecessary for patients to fill out during check-in. You can then go back and “show” the sections if you decide that you do want your patients to fill out these sections upon check-in.

location of hide button for check in fields in drchrono ipad patient check-in app

Once you click “Save,” your new workflow will be saved and you can start checking-in your patients right away. You will now see that the initial information page only includes the sections you have allowed.

patient check in page screen shot on drchrono ipad EHR app

The patient now only fills out 5 pages, as opposed to the previous 15 pages that originally existed as part of the workflow.

patient check in app screen shot from drchrono EHR

The drchrono website also allows you to customize the workflow for your Check-In App.  You can change the workflow by going to: Clinical> OnPatient Templates.  You can check off the templates you do not want the patient to fill out and then slide the templates from left to right to adjust the order.  All changes will sync in real-time.

If you have any questions, or need additional training for our newest feature, please contact our support team at:


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