eClipboard: Workflow

eClipboard allows patients to fill out forms electronically in the office.

One-Time Setup

The following must be set up prior to using eClipboard.

  1. Sign up for the eClipboard service. See eServices Signup.
  2. Determine eClipboard settings. See eClipboard Setup.
  3. Enable consent forms to show in Patient Forms. See Patient Forms.
  4. Enable mobile layout for any sheets you want to use in eClipboard. See Edit Mobile Sheet Def.
  5. Ensure the patient has an appointment scheduled for today.

Manually Send Forms to eClipboard

To manually send forms to eClipboard (such as consent forms) do the following:

  1. Select the patient to load forms for.
  2. In the Kiosk Manager, highlight the device, then click Add or Remove Forms.
  3. In the Patient Forms window, click Add.
  4. Select the forms to send to eClipboard, then click To Kiosk.
  5. The selected forms will show in the Patient Forms window. The kiosk column will be filled with their order. Click Close to return to the Kiosk Manager.
  6. In the Kiosk Manager, the forms will list on the right. Click Load to send them to the selected device. They will open in the eClipboard app.

Automatically Send Forms to eClipboard

If using the eClipboard App to allow patient check-in, forms can be automatically loaded. These forms are determined in eClipboard Setup.

On the eClipboard App, the patient will login using their first name, last name, and birthdate. Once they confirm their appointment time, the forms will automatically populate.