eClipboard Setup

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

In eServices Setup, click eClipboard.

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

Setup Options

Behavior Rules

Determine the behavior for the eClipboard app.

Send eClipboard BYOD to patient phones

BYOD (Bring Your Own Device) allows patients to fill out forms via eClipboard from their mobile device. The Integrated Texting Feature eService is required.

Additional Settings

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.

Prompt for Image Capture: Click Edit to allow patients to take images of insurance cards, IDs, patient selfies, and more. See eClipboard Images for details.

Specify which forms are added upon patient arrival

Double-click a sheet in use to edit the rules.

Mobile App Devices

List of tablets and smartphones that have logged into this database via the iOS, Android, or Windows 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.

If using BYOD, see BYOD: Workflow and BYOD: What Patient Sees.


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.