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These can be located in the MacPractice Menu > Preferences > Clipboard.
Here you can set the PIN to access patient data on the Clipboard App, and you can set the header that users will see when interacting with the Clipboard App.
The header that displays will be shown at the top of the Clipboard App, like so:
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Overview of the Clipboard Interface
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When a staff member logs in to Clipboard, a list of the appointments for the day will display. You can switch the day by tapping on the date field.
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Underneath a listed patient, you can see the Appointment Type, their Appointment Status (which can be updated via the Check In App), and any forms that have been created for this patient to fill out (which also lists the user who created the form and the time the form was created. You can also assign forms on the fly by tapping the patient. This'll bring up the Choose Templates window, which we'll cover further down in this article.
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When logged in, you'll also see a ? icon in the lower left. Tapping this menu will pop up a menu where you can access a Help article on the HelpDesk, or you can submit a Support ticket to MacPractice Support by tapping Submit Ticket.
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Creating or Assigning Forms
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The forms available by default will be those that have been added as a default for the Appointment Type. If you'd like to change the default templates for an Appointment Type, you can tap the Settings option at the bottom of the Choose Templates window.
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It is important to note that form information from previously filled out forms cannot be pulled forward to newly created or assigned forms in the Clipboard App. |
You can also add additional Form Templates by tapping the Get More Templates button. Additional Clipboard templates can be obtained within the Form Library.
Once the templates are selected, you can tap the Continue button in the upper right hand of the Choose Templates window. This will start the Patient Clipboard Session. At this point, you'll hand the iPad to the patient so they can follow the appropriate steps to fill out their assigned forms.
Filling out a Form
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The Patient Clipboard Session begins with an introductory screen. From any page in the Clipboard, the patient can tap Log Out in the lower right corner to end the session without saving.
To navigate between pages, the patient can swipe across the page from right to left, or use the Back and Next buttons. When completing the forms, the patient can tap any field to bring up the iPad's keyboard to fill out that field.
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Before arriving at your selected forms, there are a few default pages that the patient will be required to fill out. Let's cover these next.
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The patient can also add a photo by tapping the default patient photo. The iPad's front-facing camera can be used to take a picture, which can then be moved and scaled into position by the patient.
If there is already a patient photo in the patient record, it will be displayed in lieu of the default patient photo.
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The next mandatory page to complete is a Patient Insurance Page. The patient will need to review their Primary Responsible demographic information, and verify that the information entered is correct. If this information is not correct, the patient can edit it as necessary.
There is a required drop down selector, "Insurance Verification", where the patient will be required to confirm that the insurance information is correct or not. The patient cannot edit their own insurance details.
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They will need to perform this step for each insurance on file, and when the patient swipes to the next page, they'll be prompted to answer if they have any additional insurance or not. If the patient taps No, the Clipboard App will continue to the next page. If the patient taps Yes, the patient will be prompted to present his or her Insurance card upon returning the iPad, so the office staff can enter the patient's insurance information into MacPractice.
If the patient has a Secondary on their account, the Secondary Responsible Party Information page will display for the patient to add or edit Secondary Information, such as Secondary Basic Information, Secondary Demographics, and Secondary Insurance. The patient can tap any field to access the keyboard and make changes.
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HIPAA Release Field Form
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The last mandatory page to complete is the HIPAA Release Form.
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The patient can also refuse to sign the release by advancing to the next page without signing. On the resulting notification, the patient can select to Sign (to bring up the signature box), Refuse to Sign (to advance to the Review page), or Cancel (return to the form).
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If your office has not purchased the Attachments Ability, the Images Ability will be available at no cost. Once the patient submits their HIPAA and Consent Form, the narrative of the submitted form will be available under the Patient Images node.
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