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Phone check-in and medical history forms for dentists

Open Dental's eClipboard lets patients check in and fill in your forms on a phone or office tablet, so nobody retypes them. From $45£34€40A$65C$64 a month.

At a glance

  • What it costs$45£34€40A$65C$64 a month

  • Worth, in extra profit or time saved in the worked example$459£345€411A$663C$649 a month

  • Pays for itselfIn a few days

  • Connecting two tools or some setup timeSome setup needed

Figures come from the worked example below, using its stated assumptions. Tool prices checked . How we check prices

The problem

Every visit starts with a clipboard: a medical history update, a signature, an insurance card. If the front desk spends 3 minutes per patient keying in or scanning paper for 25 patients a day, 21 days a month, that's 1,575 minutes, about 26 hours.

What the AI does

eClipboard lets current patients check in, sign and complete the forms you set up in Open Dental, such as a medical history update, and take a patient picture, using the eClipboard app on their own phone or an office tablet. The answers land in the patient's record, so nobody retypes them. A dentist or hygienist still reads any change to medications, allergies or conditions before treatment starts. HIPAA: the forms carry health information, so they belong in Open Dental under the practice's signed Business Associate Agreement, never in a free online form builder.

A worked example

An illustrative example built from typical figures, not a named business.

A two-dentist practice in Denver sees about 25 patients a day, 21 days a month, and moves its medical history update and consent signatures from paper to eClipboard on two office tablets.

Before

About 3 minutes per patient keying and scanning paper forms: 26 hours a month

After

About 30 seconds per patient to check the completed form: about 4.4 hours a month

What it's worth

About $459£345€411A$663C$649 a month of front desk time, against $45£34€40A$65C$64 for eClipboard. Saving 2.5 minutes on each of 525 visits a month is about 21.9 hours, at an assumed $21£16€19A$30C$30 an hour. Tablets are a one-off cost on top if patients don't use their own phones.

How to set it up

  1. Confirm the office is on Open Dental support with the eConnector installed and the Business Associate Agreement signed, then sign up for eClipboard.
  2. Rebuild the paper medical history and consent forms in Open Dental, keeping only the questions your dentists actually use.
  3. Set up the office tablets with the eClipboard app, and offer patients the option on their own phone.
  4. Have the clinician review changes to medications, allergies and conditions at the start of each visit, and note the review in the chart.
  5. Keep paper copies at the desk for patients who prefer them.

What goes wrong

  • Open Dental describes eClipboard as check-in for current patients. Decide separately how new patients complete forms before their first visit.
  • A form rushed on a tablet is only as good as the answers. Clinicians still ask about anything that looks wrong or hasn't changed in years.
  • Shared tablets need a lock screen and must never stay open on a patient's record between check-ins.
  • eClipboard needs the office on support, like every eService; dropping support switches it off.

Was this idea useful?

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Last updated October 18, 2026.