How to Use the Patient Self Check-In Kiosk

Overview

Implementing patient self check-in using the kiosk can help reduce the administrative workload of our reception team. It allows patients to check themselves in efficiently, freeing up receptionists to focus on other important tasks such as assisting with inquiries, managing appointments, and providing better overall support to both patients and staff.

This article will guide you through setting up patient self check-in using the Core Practice system and will also outline the patient's check-in flow. An overview is provided below.

1. Clinic Workflow
2. How to set up the Kiosk on an iPad or any device
3. Patient Workflow

Clinic Workflow

The clinic must enable and set up the patient's profile to allow them to use the self check-in kiosk. Please follow the steps outlined below to complete the setup process:

1. Go to the patient's profile by using the Patient tab or by simply using the Search Patient option at the upper right corner of the screen.
2. On the patient's profile, click Details on the left side.
3. Scroll down to locate the Patient Login section.
4. Enter the following information.
   • Allow Login: Set it to 'Yes' so the patient can use the self check-in
   • Username: Select either the mobile or home phone number—this will be used by the patient to log in to the kiosk
   • Password: Create a password for the patient—minimum of 4 digits, numbers only.
5. Once done, click the Save Changes button.

These steps need to be completed for all patients in order for them to use the self check-in feature via the kiosk.

How to set up the Kiosk on an iPad or any device

This step will provide instructions on how to enable group permissions and set up the kiosk on any devices you’ll be using in the clinic.

1. In order to use the kiosk, the user must have the Kiosk Basic permission enabled under Patient Permissions.

2. On the device or iPad you’ll be using, open a browser, go to your Core Practice URL, and click Sign in to Kiosk.

   

3. Log in using the user's username and password, then click the Sign In button.

   

4. Once logged in, this is what will appear on the screen and be ready for use.

   

    

Patient Workflow

On the day of the patient's appointment, the following steps outline how the patient can complete self check-in.

1. Enter the phone number. It must be the one selected under Patient Login; otherwise, it will not be recognised by the system. When done, click the icon with the arrow pointing to the right.

   

2. Here you will see the name of the patient. Next, enter the PIN, which is the password set up under Patient Login. Once done, click the icon with the arrow pointing to the right again.

   

3. The patient will be able to view their appointment and click the Check In button.

   

4. After clicking the Check In button, be sure to click the Exit button so other patients won’t see the information on the screen and the system will return to the home page.

   

5. The provider will receive a notification that the patient has arrived, as long as they are set as the owner under Calendar Settings and are on the Appointment screen.

If you have any other concerns or questions, please do not hesitate to click on the yellow HELP button and chat with us. We'll more than happy to assist you!