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Setting up the Self Check-in Device

Updated over a week ago

Introduction

The self check-in function is a self-arrival system that allows patients to register themselves for their appointments upon arriving at the facility.

The purpose of this function is to automate traditional reception tasks, such as data requests, digital signatures, and ticket printing, within a single system.

Using this solution significantly reduces the administrative burden on the reception staff. The configuration process is simple, yet it provides the institution with numerous customization options to shape the process.

Main Content

Navigation and Adding a New Display

The self check-in setup in the system is accessible under the "Patient routing" section in the "Self check-in" menu. To use this function, the institution must have an active Self check-in module.

  1. Navigate to the "Patient routing" > "Self check-in" menu.

  2. Click the "Add display" button. This allows the creation of configurations for any number of self check-in devices.

  3. Enter the required parameters in the pop-up window.

Configuration Parameters

  • Name: The name of the display. It helps distinguish between different configurations when multiple devices are used.

  • Login type: Determines the primary form of booking identification. Two options are available:

    • Booking ID and birth year: Entering the ID found in the confirmation email along with the birth year.

    • Phone number and birth year: Entering the phone number and birth year upon arrival.

  • Check-in label: Selecting a pre-defined label assigned to the patient's booking card after a successful self check-in. Only one label can be selected from those previously defined in the site settings.

  • Institutions: If applicable, select which institution the patient can check into on the given device. (Available only if the module is active for multiple institutions).

  • Digital signature: Enabling this feature includes a digital signature in the check-in
    process. Requires an active Digital signature module.

  • Ticket printing: Allows printing a ticket at the end of the process. Requires a specific printer unit determined by the provider and a Kiosk device capable of connecting to it.

  • QR code scanning: Enables an alternative identification form. Requires a Kiosk device and an associated QR code reader. If enabled, the system sends the booking's QR code as an attachment in the confirmation email.

  • Display clinic info: Displays the uploaded image of the clinic and the accessibility text at the final step of the self check-in process.

Saving and Editing

  1. After completing the configuration, click the "Save" button.

  2. Following the save action, a new row appears on the interface containing the display ID. This ID is required to log into the physical device (Kiosk).

  3. The created configurations can be edited or deleted at any time.

Tips

Tip: It is recommended to name the displays (e.g., based on physical location) so that it is clear which configuration belongs to which Kiosk when multiple devices are used.

Summary

  • The self check-in device relieves the reception from registration and data entry tasks.

  • Any number of displays can be configured in the system with different settings.

  • Identification can be done using a booking ID, phone number, or QR code.

  • With the help of add-ons (like a printer or QR reader), the process can be supplemented with ticket printing and digital signatures.

  • After a successful save, the system generates an ID necessary for activating the physical device.

FAQ

What are the hardware requirements for ticket printing and QR code scanning?

To use both functions, the institution must have a Kiosk device. Ticket printing requires a specific printer unit, while QR code identification requires a QR code reader.

How does the patient receive the QR code for scanning?

If QR code scanning is enabled in at least one check-in device configuration, the system automatically sends the booking's QR code to the patient as an attachment in the confirmation email.

What should be done after editing an existing device configuration?

In the event of any editing, it is necessary to log in again on the physical device (Kiosk) using the display ID provided by the system for the changes to take effect.

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