On a tablet device, launch the eClipboard 25 app.

eClipboard features vary depending on which settings are enabled in eClipboard Setup.

For details on the eClipboard 24 app, see: eClipboard 24: What Patient Sees. For details on eClipboard Web, see: eClipboard Web: What Patient Sees.

Patient Check-in

If Allow self check-in is enabled, patients start by entering their first name, last name, and birthdate. Preferred names are taken into consideration if they are entered in the Edit Patient Information window.

• Alternatively, when Display check-in questions individually is checked, the first name, last name, and birthdate prompts each appear on their own screen.
• To bypass entering first name, last name, and birthdate, right-click the patient's appointment in Open Dental and select Show eClipboard QR. Scan the QR code using the QR icon in the bottom right of the eClipboard device. This quickly accesses the patient's check-in checklist.

Patient Authentication

If Require patients to complete authentication before showing sheets is enabled in eClipboard Setup, patients are prompted to enter a code to verify their identity.

The patient selects their preferred way to receive the authentication code:

• Text code to: Text the code to the wireless phone number on file for the patient.
• Email code to: Email the code to the email address on file for the patient.

Once the code is received, the patient can enter the code and click Submit to proceed to the Checklist.

Checklist

The Checklist displays items for the patient to complete upon check in. Completed items are denoted with a check mark. Items that were started but are incomplete are denoted with an exclamation point. Tap an item to open it and take action as needed.

See the next section for details on available options.

Checklist Items

Various options can appear as Checklist Items in the eClipboard app. Some items are added manually and others can be added automatically. Below are details on the available item types.

Navigating when a checklist item is open:

• Tap the back icon at the top of the app to return to the Checklist
• Tap Previous to return to the prior checklist item or page of a form.
• Tap Next to go to the next checklist item or page of a form.

Patient Forms

Forms that the patient needs to fill out for the appointment are included in the Checklist. This can include Sheets or eForms. The Sheet or eForm description is used for the checklist item.

• Some fields may pre-fill with patient information. These fields can be edited or updated as needed.
• For Sheets, the Mobile Layout is used to display the form.
• For eForms, questions with conditional logic are only displayed when conditions are met.
• Once a form is filled out, patients can sign digitally using the device touch screen.
• Staff can remove existing forms or add additional forms from the Kiosk Manager. This can happen at any time in the eClipboard process as forms are uploaded to the device in real time.
• If manually checking in a patient, enable Show kiosk manager when staff changes patient status to arrived. This prompts the Kiosk Manager to show and send the forms to a device.

Image Capture

Various items may appear in the checklist to prompt the patient to take a photo. These items can be skipped.

Options include:

• Patient Photo
• Photo ID Front
• Photo ID Back
• Insurance Card Front
• Insurance Card Back

Tap Take Photo to launch the device camera. Users may be promoted to allow access to the camera.

• Tap the rotate icon (bottom left) to switch between front and rear-facing cameras.
• Tap the camera icon (bottom right) to take a photo.
• Once a photo is taken, it is displayed on screen. Photos are not uploaded to Open Dental until the patient successfully completes check in. Tap Take Photo again to retake a photo.

Make Payment

Opens the Payment Portal to allow the patient to make a payment.

Treatment Plans

Displays a Saved Treatment Plan that has been sent to eClipboard. Patients can sign digitally. The Heading for the Saved Treatment plan is used as the description for the checklist item. See eClipboard: Treatment Plan for more details.

Payment Plans

Displays a Payment Plan sent to eClipboard. Patients can sign digitally. The description of the checklist item varies depending on the Payment Plan Date of Agreement. See eClipboard: Payment Plans for more details.

Return Screen

Once all checklist items are submitted, a message displays requesting the patient return the device. The message can be customized in eClipboard setup, Message to show patients after successful check-in.

Click Finish to return to the Check-In screen, or wait 20 seconds to refresh automatically.

Office Login

Before using eClipboard, office staff must sign into the app using the eServices Signup Portal Credentials. These credentials are only needed upon first login to eClipboard, or after manually logging out of the app.

If using the same device between clinics, completely log out, then log in using the credentials for the appropriate clinic.

Menu

Click the three line icon in the upper left to open the app menu.

• Check-in: Open the patient Check-in screen.
• Treatment Plans: Opens the camera to scan a Treatment Plan QR code. See eClipboard: Treatment Plan.
• Payment Plans: Opens the camera to scan a Payment Plan QR code. See eClipboard: Payment Plans.
• Payment Portal: Opens the Payment Portal
• About: Opens the About screen to view device and app details. The Device Name can be customized and determines how the device appears in the Device Manager. Additionally, view licenses related to the app. An Open Dental username and password is required.

• Logout: Log the office out of eClipboard and return to the Office Login screen. Open Dental username and password is required. This prevents accidental logout.

Accessibility

In the top toolbar of the eClipboard app, tap the Accessibility icon .

• Font Size: Tap a text icon to increase or decrease the text size.
• Display Mode: Tap the toggle to switch between dark mode or light mode. The default is determined by device settings.
• High Contrast Mode: Tap the toggle to switch to high contrast mode and enable additional display options. Display Mode is disabled in high contrast mode.