BYOD: Workflow

Bring Your Own Device (BYOD) allows patients to check-in and fill out forms via the eClipboard app on their own mobile device.

To use BYOD, an office must be signed up for eClipboard. There are two ways to send BYOD to a patient.

Option 1: Send BYOD Link automatically

  1. The office must be signed up for:
    • eClipboard
    • eConfirmations
  2. In eClipboard Setup, enable the following settings:
    • Allow eClipboard BYOD via text messages
    • Append eClipboard BYOD to Automated Arrival text messages
    • Customize the appended message as desired.
  3. In Automated Messaging setup, enable Arrivals.

Using the Arrival rules, patients will be sent an Arrival text message that includes a link to install eClipboard. See BYOD: What Patient Sees.

Option 2: Send BYOD Link Manually

  1. The office must be signed up:
    • eClipboard
    • Integrated Text Messaging
  2. In eClipboard Setup, enable Allow eClipboard BYOD via text messages.
    • Optionally, enable Show kiosk manager when staff changes patient status to arrived.
  3. Mark the patient's appointment as Arrived.
  4. Send a BYOD message.
    • If Show kiosk manager when staff changes patient status to arrived is enabled, the Kiosk Manager will open. Click Send eClipboard BYOD Text.
    • If Show kiosk manager when staff changes patient status to arrived is not enabled, right-click the appointment and select Send eClipboard BYOD Text.
  5. A text message window will appear. Verify the message and send.

The patient will receive a message that includes a link to install eClipboard. See BYOD: What Patient Sees.