eClipboard users can determine which features to utilize for their practice.

In eServices Setup, click eClipboard.

See our webinar: eClipboard App.

Set Up eClipboard in Open Dental

1. Sign up for eClipboard in the eServices Signup Portal.
2. Set up Mobile App Credentials to use when logging into the app. This only needs to be done once and is used for all Open Dental apps.
3. Determine eClipboard rules and behavior (see below).

Install eClipboard on a Tablet Device

There are two available versions of eClipboard for tablet devices. eClipboard 24 (previously named eClipboard) was the previous version. eClipboard 25 is the updated version with additional features and enhancements, such as dark mode and use with eForms. It is recommended to install eClipboard 25 for new devices. Users must be on Open Dental version 24.4 or greater to use eClipboard 25.

Appointments must be scheduled for today to utilize eClipboard 24 and eClipboard 25.

1. Install eClipboard to each desired device. eClipboard is available for iOS and Android.
   eClipboard 24:
   • App Store
   • Google Play
   eClipboard 25:
   • App Store
   • Google Play
2. In the app, enter the Mobile Settings to connect the app with the database.
3. Enable the device in the Device Manager.
4. (Optional) Lock eClipboard to prevent patients from accessing other areas of the device.
   • On Android, enable Pin Windows.
   • On iOS, enable Guided Access.

Additionally, there is a web-based version of eClipboard, called eClipboard Web. eClipboard Web does not require an installation and can be accessed via a URL in a web browser.

Clinic Setup

If using clinics, determine if all clinics use the same features, or if features are unique to each clinic.

• Clinic: Select clinic from the dropdown to create clinic specific settings.
• Use Defaults: Check to use default settings for the selected clinic. Uncheck to change settings for the selected clinic only.

Behavior Rules

Determine the behavior for the eClipboard app.

• Allow self check-in: Allow patients to enter their name and birthdate, confirm their appointment time, and check in. The patient's appointment status is updated to the Time Arrived trigger set in Preferences, and the patient is added to the Waiting Room. Not available for eClipboard Web.
• Allow patients to fill out forms in mobile app: Allow eClipboard to function as a Kiosk where patients can fill out forms.
• Allow payment when patient is checking in: Allow patients to make a payment. See eClipboard: Payment for details.
• Add specified forms upon patient arrival: When checked, the forms defined below are added automatically upon arrival.
• Show kiosk manager when staff changes patient status to arrived: When checked, the Kiosk Manager opens in Open Dental when a user sets the patient's confirmation status as Arrived. The user can then send specific forms to eClipboard for the patient to fill out.
• Require patients to complete authentication before showing sheets: Require patients to verify their identity before filling forms. Patients can choose to have a 6-digit code sent to their phone number or email address, then they enter the code into eClipboard.
• Display check-in questions individually (eClipboard 24 only): Require patients to enter their First Name, Last Name, and Birthdate one prompt at a time, rather than all at once. Must log out of eClipboard and log back in on each device for setting to take affect.
• Message to show patients after successful check-in: Create a personalized message to display on eClipboard after the patient has completed their check-in checklist.
• URL for patients to access and complete forms through eClipboard Web: Copy the eClipboard Web URL. Send the link to patients directly or place on the practice website for easy access. Also see eClipboard Web: What Patient Sees.

Templates

Enter the text and email template used when sending a message to a scheduled patient in the Appointments Module.

Text Message: The default text message sent.

Email Subject and Body: The default email message sent.

Click Edit to create an HTML Email. Use the [EClipboardWebURL] tag to insert the eClipboard Web URL.

Images

View the list of images a patient may be requested to take.

Click Add or double-click an existing image definition to edit. See eClipboard Images for details.

Forms

When Add specified forms upon patient arrival is checked, specified forms are added to the eClipboard device automatically when the patient checks in.

• Add Sheet: Click to select from the sheets list to add a new form. Can be used with all eClipboard options (app and web).
• Add eForm: Click to select from the eForms list to add a new eForm. Only used with eClipboard 25 and eClipboard Web.
• Up / Down: Highlight a sheet, then use the buttons to move it up or down the list.

eClipboard Form Rule

Double-click a sheet from the Forms list or after clicking Add eForm or Add Sheet to edit the behavior, frequency, and age limitations.

• Form: Displays the description of the Sheet or eForm.
• Prefill non-database fields using data from the previous form: Determines what data is used to automatically fill in fields the next time a patient fills out the same form.
  • Checked: Data from the same form that was filled out previously is used to prefill fields not linked to a database field. Fields linked to database fields are prefilled using the information in the database.
  • Unchecked: Fields not linked to a database field are not prefilled. Fields linked to database fields are prefilled in using the information in the database.
• Frequency: Determine the frequency the form must be filled.
  • Once: Only needs filled once per patient. Once filled, patient is not automatically prompted to fill again, unless the sheet has been revised.
  • Each Visit: Prompt the patient to fill the sheet at each visit.
  • Time Span: Specify a custom frequency in years, months, or days.
• Minimum Age: Enter a minimum age for the patient to fill out the form (e.g., Set 18 if minors do not need to fill the form.)
• Maximum Age: Enter the maximum age (e.g., Set 18 if the form is only for pediatric patients).
• Sheets to Consider: Consider the selected Sheets when calculating frequency. This is useful when transitioning from Sheets to eForms.

More Options

Other eClipboard options include eClipboard: Treatment Plan and eClipboard: Payment Plans.

Also see eClipboard Troubleshooting, eClipboard 24: What Patient Sees, eClipboard Web: What Patient Sees, and eClipboard 25: What Patient Sees.