Saved Treatment Plans can be sent to eClipboard for patients to review and sign.

In the Treatment Plan Module, highlight a saved Treatment Plan. Click the eClipboard button.

Also see:

• eClipboard Setup
• eClipboard 25: What Patient Sees
• eClipboard 24: What Patient Sees

Patient Currently in Session

If a patient is currently in an eClipboard session, highlight the Saved Treatment Plan then click eClipboard.

The Treatment Plan will be added to their Check-in checklist.

Patient Not in Session

If the patient is not currently in an eClipboard session, the Treatment Plan can be sent to the device.

1. In the Treatment Plan Module, highlight the Saved Treatment Plan, then click eClipboard.
   
2. The Mobile Unlock Code window will open.
   
3. In eClipboard, from the Check-in screen, tap the QR icon. Alternatively, tap the menu in the upper-left corner, and then select Treatment Plans to open the QR scanner.
4. Either use the device camera to scan the QR code, or type in the unlock code.
5. The Treatment Plan will populate in eClipboard.
   
   • In eClipboard 24, tap the Full Screen icon in the upper-right to zoom in on the Treatment Plan.
   • Additional saved Treatment Plans can be sent to the device for the patient to compare and review.

Viewing and Signing the Treatment Plan

Once the patient opens the Treatment Plan checklist item or the Treatment Plan is opened using the Mobile Unlock Code, the Treatment Plan sheet is displayed on screen.

• In eClipboard 24, tap the Full Screen icon in the top-right corner to expand the view of the Treatment Plan.

Once a patient has made a decision, tap Sign. Tap Save to keep the signature.

Saving Treatment Plans

Before Treatment Plans signed via eClipboard can be saved, Microsoft Visual C++ 2015 Redistributable Update 3 must be installed on the server.

Treatment Plans signed via eClipboard are automatically saved to the Imaging Module if the preference, Save signed Treatment Plans to PDF, is enabled, and the OpenDentImages folder is using network file storage, Dropbox, or SFTP (cannot be a local folder).

Updating Treatment Plans

Treatment Plans can be updated while still loaded to the eClipboard device. Simply make the edits to the saved Treatment Plan in Open Dental, then click eClipboard. Updates will be reflected in eClipboard.

To remove a Treatment Plan currently loaded to eClipboard, in the patient's Treatment Plan module, click the X next to the saved Treatment Plan in the Treatment Plans grid.