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The patient self check-in page is a kiosk you can run on a tablet at your front desk. Patients verify who they are, see their appointment for the day, and tap to check themselves in — no staff needed. Their arrival shows up on the Daily Dashboard and the calendar’s Patient Status panel right away.

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Set Up the Kiosk

Open a browser on the tablet (or device) you want to use as the kiosk and go to:
Leave the page open and facing the waiting room. The page shows your clinic logo and a large Tap to check in button, so patients can start on their own.
The kiosk signs the patient out automatically after a short period of inactivity — and sooner once they’ve checked in — so the device is ready and private for the next patient. There’s nothing for staff to reset between patients.

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What the Patient Does

1

Tap to check in

The patient taps Tap to check in on the welcome screen.
2

Verify their identity

A sign-in window opens. The patient confirms their phone number and enters the code texted to them, or signs in to the patient portal. This matches them to their chart.
3

Find today's appointment

After verifying, the patient sees a greeting and a card for each appointment they have today — with the time, service, provider, and location.
4

Tap “I’m here”

The patient taps I’m here on the appointment card. The card switches to You’re all set! and asks them to have a seat. Their check-in appears on the dashboard and calendar for staff.

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When Check-In Is Available

The I’m here button is only active within an hour of the appointment time. Outside that window the patient sees a helper message instead:
  • Before the window — Check-in opens in N minutes, or Check-in opens 1 hour before your appointment.
  • After the window — The check-in window has passed. Please see the front desk.
If a patient has no appointment today, the page tells them so and directs them to the front desk. A Not you? button lets a patient sign out if the kiosk is showing someone else.

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Forms Must Be Done First

If the appointment’s service has required intake forms, the patient can’t check themselves in until those forms are complete. The card shows Complete your forms to enable check-in with a link to finish them. Once every required form is submitted, the I’m here button activates. This gate applies to patient self check-in (kiosk and patient portal). Staff can still mark a patient Checked In from the calendar or patient sidebar even when required forms are outstanding — use the Daily Dashboard’s Send Form action to push the forms to the patient first if you want them completed before check-in.