eClipboard Setup

In the Main Menu, click eServices, eClipboard.

To begin using eClipboard, first Sign up for the service.

eClipboard can be found on the App Store and Google Play.

Details on using the app can be seen here: eClipboard: What Patient Sees

Webinar: eClipboard.

Setup Options

Clinic: Select clinic from the dropdown to create clinic specific settings.

Behavior Rules:

Specify which forms are added upon patient arrival:

Mobile App Devices: List of tablets and smartphones that have logged into this database via the iOS or Android eClipboard app. Click in the Enabled row to make devices active for use.

Device Setup

Install eClipboard to each device being used in the office. If asked to allow notifications, select Yes.

Launch the app and login using the credentials created for eClipboard during eServices Signup.

Once logged in, the device will list in the Mobile App Devices grid in the screenshot above. Click in the Enabled column on each device to make it active for use.

Lock eClipboard to prevent patients from accessing other areas of the device.


A patient must have an appointment scheduled for today's date for eClipboard to populate their information. If the appointment is on a different day, or the patient is new to the office, have them go to the front desk. Once they are scheduled for today's date they may use eClipboard.