Patient Chart Settings
Updated: May 27, 2025
Description
Customize the Patient Header and Patient Chart Sidebar as an admin in DrChrono.
Steps
1
In the new Patient Chart experience by DrChrono, users are able to customize how the patient header appears, as well as the list of their sidebar navigation sections.
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In addition to users customizing on an individual basis, administrators can customize for their entire practice. Let's exit edit mode and see that.
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From the Account menu, under Practice Settings, select Patient Chart Settings.
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Let's customize the Patient Header.
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Expand the System Default section to see how the Patient Header appears by default.
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Edit the Practice Default settings to choose how the Patient Header appears for all users in your practice.
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The left column shows you all the possible patient information data that you can choose to include in the Patient Header.
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Video step
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Add any item to the right column, which sets that patient data to appear in the Patient Header.
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Reorder the selected information to adjust where it appears in the Patient Header.
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Video step
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Optionally, configure the patient chart based on the other settings available in this section.
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Video step
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Once you're happy with your changes, select Save Settings.
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You can also add specific customizations for any role that you have in your account.
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Choose the role that you would like to add customizations for.
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Let's add our patient's language data to the patient header for anyone using the Nurse role.
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Video step
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Video step
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Once you've placed the item where you want it, select Add Settings to save the settings for the Nurse role.
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Your role settings are now applied.
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Next, let's customize the Patient Chart Sidebar Navigation.
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Customizing the side navigation is done in a very similar fashion to how we just customized the Patient Header.
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Here is a preview of the order that all users default to before customizing the practice default.
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Let's edit the default for our practice.
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Currently, all possible navigation items are set to be shown for all users in the practice.
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Video step
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Let's remove a few that our practice does not use.
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Let's move Health Gorilla higher on the list to make it more prominent for everyone in the practice.
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Save the practice default settings.
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We can also create role specific settings for the side navigation.
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Select the role you'd like to customize.
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Remove the items you don't want this role to see in their navigation.
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When you're done, save the custom settings for this role.
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Video step
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Thanks for watching!