Clipboard - Choose Templates

Tap any patient to access the Choose Templates box. Add any additional Clipboard forms for the patient by tapping the form box. The forms available by default will be those that have been added as a default for the Appointment Type. Tap the Settings box to set the default templates for any Appointment Type.

To add more templates to Clipboard, tap the Get More Templates button. Additional Clipboard templates can be obtained within the Form Library.

If forms have previously been completed for this appointment, the Choose Templates menu will also list those forms as Resume items, which can be selected for the patient to continue.

The selected forms will be available during the Patient Clipboard session. Once the templates are selected, the Patient Clipboard Session is created. Pass the iPad to the patient for the Patient Clipboard Session.

The patient will be reminded to return the iPad to the staff after all selected forms are completed.

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