eClipboard: What Patient Sees

On a tablet device, launch the eClipboard app.

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

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.

Once entered, the patient is asked to confirm the time of their appointment and provider.

  • The provider's preferred name is used if entered in the Edit Provider window.
  • A warning displays if the clinic assigned to the device differs from the clinic the patient is scheduled in.

Patient Authentication

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

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

Once the code is received, the patient is prompted to enter it. Enter the code, then click Submit to continue.

Check-in Checklist

Once at the Check-in Checklist, the patient can begin completing items. As items are completed, a green checkmark displays.

The patient clicks on an item to complete it, then is prompted to click Next to move on to the next item. Checklist items can include:

Mobile Forms

If the patient has forms to fill out, they appear using the Mobile Sheet Layout.

Return Screen

Once all 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 Return to return to the Check-In screen, or wait 20 seconds to refresh automatically.

Signup Portal Login

To associate eClipboard with your practice, enter the Signup Portal Credentials. These credentials are only needed the first time you login to eClipboard, or if you have manually logged out of eClipboard.

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


Click the menu icon in the upper left to open the menu.


Use the eClipboard Menu to view About information. An Open Dental username and password is required.

Device Name: The default name can be customized as needed to differentiate devices.