The Clipboard iPad App is used to assign EHR Forms designed in the EHR Ability to a patient to fill out on the iPad. This article covers the functionality of the Clipboard App and how to best use it.
For information on how to acquire and install the Clipboard iPad Apps or the other apps, please consult the Installing, Updating, and Connecting Your iPad Apps article here.
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Clipboard Preferences
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There are only a few preferences to cover in the software itself to customize the behavior of the Clipboard App. These can are 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:
There is also an option available to hide the patient's Race and Ethnicity when reviewing their Demographics
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The three option in Preferences are as follows:
Unlock PIN: Allows you to set a 4-digit PIN that must be used to unlock the cb app in between patients. This prevents the patient from accessing other patient data while they are in possession of the ipad. You can also opt to use TouchID for this purpose.
Clipboard Header Label: Allows you to set a custom message/greeting in the header of the Clipboard app, like so:
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Hide Race and Ethnicity from Demographics Intake: Checking this will hide the Race and Ethnicity portion of the Demographics filled out before the patient gets to their forms.
Overview of the Clipboard Interface
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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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