How to Integrate Chartnote with DrChrono | One-Click AI Charting Guide

How to Integrate Chartnote with Dr. Chrono (Step-by-Step Guide)

Chartnote integrates seamlessly with DrChrono to help clinicians eliminate copy-pasting, reduce documentation time, and streamline their daily charting workflow. Whether you create notes using snippets, dictate with voice, or generate full visit summaries with AI Scribe, transferring documentation into DrChrono takes just one click.

This guide explains how the Chartnote + DrChrono integration works and how to set it up using Intelligent Mapping.



What Is the Chartnote + DrChrono Integration?

The Chartnote DrChrono integration allows you to send AI-generated clinical notes directly into your DrChrono templates using the Chartnote Chrome extension.

With Intelligent Mapping, you can connect sections of your Chartnote document (SOAP, HPI, Assessment, Plan, etc.) to specific fields inside DrChrono. Once configured, your notes transfer instantly — no manual formatting or retyping required.

Key benefits:

  • One-click note transfer into DrChrono

  • No copy-paste or double charting

  • Structured, clean documentation

  • Works with AI Scribe, Voice Dictation, and Snippets


How the Integration Works

When you open the Chartnote Chrome extension while working inside DrChrono:

  • The extension automatically detects when a patient chart is open in DrChrono

  • Your Chartnote notes appear inside the extension panel

  • You can instantly apply your saved mapping and transfer the note

The first setup takes just a few minutes — after that, charting becomes effortless.


Step 1: Install the Chartnote Chrome Extension

To use the DrChrono integration, make sure you have the Chartnote Chrome extension installed and are logged into your Chartnote account.

The integration works entirely through the browser and does not require additional software.


Step 2: Open a Patient Chart in DrChrono

Navigate to a patient encounter in DrChrono.
Once the patient chart is open, launch the Chartnote Chrome extension.

The extension will automatically recognize that you are inside DrChrono and prepare the integration workflow.


Step 3: Set Up Intelligent Mapping (One-Time Setup)

To begin mapping your notes:

  1. Click Set up mapping in the Chartnote extension

  2. You’ll see:

    • Chartnote sections on the left

    • DrChrono template fields on the right

Drag and Drop Mapping

  • Drag a Chartnote section onto the corresponding DrChrono field

  • You can map:

    • SOAP sections

    • Narrative summaries

    • Assessment & Plan

    • Custom note sections

Flexible Configuration

  • Assign multiple Chartnote sections to a single DrChrono field

  • Remove or adjust mappings at any time

  • Save different mappings for different templates

Once finished, click Save and Apply.

You only need to complete this setup once per DrChrono template.


Step 4: Transfer Notes with One Click

After mapping is saved:

  • Select the note you want to send

  • Click Apply Mapping

  • Your documentation is instantly transferred into DrChrono

No formatting issues. No missing sections. No extra steps.


Editing or Updating Your Mapping

Need to adjust your workflow later?

You can:

  • Reopen the mapping editor at any time

  • Modify or remove mapped sections

  • Create new mappings for different visit types

The system is designed to adapt to your documentation style, not the other way around.


Supported Chartnote Workflows

The DrChrono integration works with all major Chartnote features:

  • AI Scribe – full visit summaries generated automatically

  • Voice Dictation – dictated notes structured with AI

  • Snippets – reusable documentation blocks

  • Manual Notes – notes created from scratch

All workflows benefit from the same one-click transfer experience.


Why Use Intelligent Mapping with DrChrono?

Clinicians choose Chartnote’s DrChrono integration to:

  • Reduce charting time after visits

  • Eliminate copy-paste errors

  • Maintain consistent documentation structure

  • Focus more on patients and less on screens

Intelligent Mapping ensures your notes land exactly where they belong — every time.


What’s Next?

We’re continually expanding Chartnote’s EHR integrations and improving Intelligent Mapping capabilities. More custom workflows and integrations are coming soon.

Stay tuned for updates — and enjoy faster, cleaner charting with Chartnote and DrChrono.



    • Related Articles

    • How to Integrate Chartnote with Veracity Using Intelligent Mapping

      Chartnote integrates seamlessly with Veracity to help clinicians streamline documentation and eliminate manual work. Whether you create notes using snippets, voice dictation, or AI Scribe, transferring your documentation into Veracity is fast and ...
    • Chartnote EHR Integrations and Intelligent Mapping

      Overview Chartnote connects seamlessly with many popular web-based EHRs through our Chrome Extension. With one click, you can transfer notes created in Chartnote—whether with snippets, dictation, or AI Scribe—directly into your EHR. Our Intelligent ...
    • Building a Custom AI Note Template with Chartnote: A Step-by-Step Guide

      Chartnote’s latest feature, Custom AI Note Templates, empowers healthcare professionals to tailor clinical notes to their specific needs. In this guide, we’ll walk through the process of creating a custom template, from initial setup to generating ...
    • Create an AI Note Template Using Chartnote Doc Wizard

      The Chartnote Doc Wizard helps clinicians create better, faster clinical notes by turning their ideal note style into a smart, personalized template. Just share your specialty and a sample note, and the Doc Wizard will figure out your format, style, ...
    • How to Create and Use Snippets in Chartnote

      A comprehensive, step‑by‑step tutorial for clinicians and staff who want to build smart, reusable text blocks ("snippets") and deploy them quickly in Chartnote and in web‑based EHRs. Create your first snippet Open Library → Snippets From Chartnote on ...