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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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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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Once you've completed the above mandatory pages, any Clipboard forms that you have added from the Choose Templates window will display for the patient.
Patient Review Page and Submitting Forms
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Once the patient has completed all the forms you have assigned in the previous step and continued onward, the final page will summarize all information updated on the previous pages. The patient can review what they've entered and flip back to the appropriate page to update any information if necessary.
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When the forms are completed, the patient should tap the Submit button. This will submit the information to the patient's record and lock the Clipboard App.
Once the Patient Clipboard Session is completed, the patient will be reminded to return the iPad to the staff so that the staff member can create the next Patient Clipboard Session. If the patient responded that he or she did have changes to the Insurance information presented, Clipboard will remind the patient to bring the insurance card along with the iPad.The
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Once the Submit Button is tapped, the Clipboard App will be locked so that only a staff member with the Unlock Pin may access the iPad App. If an incorrect pin is entered three times, the Clipboard App will lock for 30 seconds, after which the correct pin can be entered to unlock the pin. The pin used to unlock the iPad can be referenced or changed in MacPractice Preferences.
The completed forms will be sent to the MacPractice database.
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Reviewing Completed Forms
If the practice has the EHR Ability enabled, completed patient forms will display within the EHR Ability. Otherwise, completed patient forms will appear in the Clipboard Ability in MacPractice as a narrative so you can review the contents.
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To view a snapshot of any narrative, set the Narrative menu to the desired snapshot. Snapshots are created each time a Patient Form is saved.
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