eClipboard Setup

In eServices Setup, click eClipboard.

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

Setup Options

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

Use Defaults for this Clinic: Check to use default settings for the selected clinic. Uncheck to change settings for the selected clinic.

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. Requires the Integrated Texting Feature eService.

  • Message to show patients after successful check-in: Create personalized message to display in app once patient completes check-in.
  • Allow Image Capture: Click [...] to determine if the patient can scan in Photo IDs and Insurance Cards. Images are saved the eClipboard folder in the Imaging Module. To add or edit items in the list, see Definitions: eClipboard Images.

    Highlight which items patients should be prompted for, then click OK to save. Each option shows as a separate item in the eClipboard check-in checklist.

    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 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.

    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.