Setup Guide

Setup Guide

Follow these steps to configure Kill the Clipboard for your practice or health system.

1
Create Your Organization

Visit the registration page and choose a name and URL slug for your practice. The slug becomes part of your unique scanner URL:

killtheclipboard.fly.dev/your-slug

Your staff will use this URL to access the scanner. Choose something short and easy to remember, like your practice name.

2
Set Your File Format

In the Admin Settings, choose what format you want the patient's health data delivered in:

  • PDF + FHIR (Both)
    Generates both a human-readable PDF summary and structured FHIR JSON data. Best for most practices.
  • PDF Only
    Generates just the PDF document. Good if your staff prefers printed or visual records.
  • FHIR Only
    Generates only the structured FHIR JSON data. Best for integration with EHR systems.
3
Set Passwords

Your organization has two levels of access, each with its own password:

  • Admin Password
    Protects the Admin Settings page. Only administrators should have this password. Used to configure storage destinations, change passwords, and manage integrations. Admin sessions last 24 hours.
  • Staff Password
    Shared with front-desk staff or clinical staff who will scan patient QR codes. Provides access to the scanner only — not settings. Staff sessions last 12 hours.
Tip: You can change both passwords at any time from the Admin Settings page under "Change Passwords."
4
Choose How to Receive Patient Data

When staff scan a patient's QR code, where should the extracted health data go? Choose one of the following destinations in Admin Settings:

  • Direct Download
    No setup needed. Files download directly in the staff member's browser after each scan.
  • Google Drive
    Automatically upload scanned files to a Google Drive folder.
    1. Select "Google Drive" as the storage destination
    2. Click Connect Google Drive and sign in with your Google account
    3. Authorize Kill the Clipboard to create files in Drive
    4. Enter the Google Drive folder URL where files should be saved
  • OneDrive
    Automatically upload scanned files to a Microsoft OneDrive folder.
    1. Select "OneDrive" as the storage destination
    2. Click Connect OneDrive and sign in with your Microsoft account
    3. Authorize the application
    4. Set the folder path where files should be saved (e.g., /KillTheClipboard)
  • Box
    Automatically upload scanned files to a Box folder.
    1. Select "Box" as the storage destination
    2. Click Connect Box and sign in with your Box account
    3. Authorize the application
    4. Enter the Box folder ID from the folder's URL (use 0 for the root folder)
  • Gmail
    Send scanned data as email attachments via your Gmail account.
    1. Select "Gmail" as the storage destination
    2. Click Connect Gmail and sign in with your Google account
    3. Authorize Kill the Clipboard to send emails on your behalf
    4. Enter the recipient email address where scan results should be sent
    Note: Emails are sent FROM your connected Gmail account TO the recipient address you specify. Each scan sends one email with the patient data attached.
  • Outlook
    Send scanned data as email attachments via your Microsoft Outlook account.
    1. Select "Outlook" as the storage destination
    2. Click Connect Outlook and sign in with your Microsoft account
    3. Authorize the application
    4. Enter the recipient email address
  • API / Webhook
    POST scan results as JSON to any URL endpoint. Best for custom integrations with EHR systems or internal tools.
    1. Select "API / Webhook" as the storage destination
    2. Enter your API endpoint URL
    3. Optionally add custom HTTP headers for authentication
    4. Use Test Connection to verify your endpoint responds
    Payload format: The POST body contains a JSON object with fhirBundles (array of FHIR Bundle resources) and pdfs (array with base64-encoded PDF data).
5
How Scanning Works

Once configured, your staff workflow is simple:

  1. Staff navigates to your organization's scanner URL and signs in with the staff password
  2. Tap Start Scan and point the camera at the patient's QR code
  3. The QR code is read, the SMART Health Link is processed, and the patient's health data is extracted
  4. Staff can view the data on screen (patient info, FHIR resources, PDF preview)
  5. The data is automatically sent to whichever destination the admin configured
About QR codes: Only valid SMART Health Link QR codes will be recognized and processed. Standard QR codes, website links, or non-health QR codes will not be accepted. If a QR code is not a valid SMART Health Link, the scanner will display a message indicating it was not recognized.
Passcodes: Some SMART Health Links are protected with a passcode. If the patient's QR code requires one, the staff member will be prompted to enter the passcode before data can be extracted. The patient should provide this passcode.
6
Session Timeouts & Security

For security, sessions expire automatically:

  • Admin sessions — 24 hours
    After 24 hours of inactivity, administrators will need to sign in again to access settings.
  • Staff sessions — 12 hours
    After 12 hours, staff will need to re-enter the staff password to continue scanning. This covers a typical shift without requiring multiple logins.

All data is transmitted securely over HTTPS. Patient health data is processed in real time and is not stored on our servers.

Questions? Contact your system administrator or visit the GitHub repository for technical documentation.