Self check-in introduction

Self check-in introduction

When utilizing self check-in, staff members can dedicate their time to essential tasks that require a present person, such as cleaning rooms and escorting patients to exam rooms. This approach prevents situations all staff have been caught in: a prolonged conversation with a patient while others depart, resulting in an empty room and a practitioner waiting for their next patient.


Self check-in can be set up using clinic owned tablets that are handed to the patient, or presented at a kiosk, allowing them to check-in and verify demographic information, changing their appointment status in Healthquest to ‘arrived’.

The other option is to print QR codes to post on the walls, allowing patients to scan on their personal devices to go through the self check-in process either by logging into their patient portal account, or by confirming their identity.


Self check-in using a clinic tablet

Welcome screen:

  1. Click check in for appointment.
  2. Fill in the details below.

  1. Click check in.
  2. Verify patient information.

  1. Click next if everything is correct, click update if something needs changing.
  2. Continue through the sections, contact information, emergency contact information, and reminder method preferences.
  3. Review allergies and make any updates if required.

  1. Click complete and check in is done, the patient appointment in Healthquest will update to ‘arrived’.
*Note, all changes made here will be reflected on the chart and client card in Healthquest.

Self check-in using a QR code

With a patient portal account

Click on “I have a patient portal account”, log in, and review all the information before clicking next. If something is incorrect, click the update button and make the appropriate changes and click ok.

Without a patient portal account

Click on “No account? Check in here”.

Complete all the information requested, shown below, and click “check in”.

    • Related Articles

    • Self check-in setup

      Contact technical support to activate the self check-in feature. Once activated, there are some program setup options that are configurable to the clinic. There are three options for mode of self check-in: Remote requires patients to use their own ...
    • Self check-in and intake forms

      Intake forms can be used at various stages of the patient journey, such as booking online appointments, links in appointment reminders or through the patient portal. For clinics using self check-in, after a patient completes check-in, if they have ...
    • Self check-in for walk-in patients

      Self check-in can be activated in program setup for walk-in patients without a current appointment. The self check-in process looks a little different for the walk-in patients. Welcome screen: Click doctor on call. Select the walk-in doctor from the ...
    • Sending check-in links within appointment reminders

      Set up message templates to include check in links for patients. This is beneficial in appointment reminders that go out a day or two before their appointment. Patients can confirm (or cancel) their appointment via the appointment reminders, then ...
    • Forms introduction

      Patient forms and requisitions are under the forms tab, also listed on the reference panel. Most forms will pull in the patient and requesting practitioner information automatically, so only needing to check off and fill applicable information to the ...