A Guide to Use the Kiosk – CareStack: User Resource Center

Using Kiosk Mode inside Patient Connect, patients can take care of many tasks from the reception area. These items can be completed on a practice's tablet, computer, or most devices with full Google Chrome functionality. The items are:

Check-in upon arrival
Confirm their details
Verify and update Insurance information
Fill out and sign any necessary documents

Topics Covered

Enable or Disable Patient Connect for Locations
Locate the Patient Connect URL and Access the Kiosk
Access the Kiosk
Make Forms Mandatory Before Check-In

Enable or Disable Patient Connect for Locations

Watch this video for a quick overview.

You can enable or disable the location for the Patient Connect in Practice Settings. To begin:

Navigate to the System Menu > select Practice Settings > Portal > Patient Connect.

On the General Settings tab,

In the Select Locations to enable or disable Patient Connect, select the desired Location.
Click Edit.

Select the Enabled or Disabled option as required.
Click Save to update.

Note: It is mandatory to populate the Check-In Pending Status and Check-In Confirmation Status fields.

Check-in Pending Status: Select the status that pending confirmation of appointment should update when patients check-in from the kiosk.
Check-in Confirmation Status: Select the status that the appointment should update to once the patient has checked-in.

Tip: For example, if it is set as Arrived, when the patient checks in on the Kiosk their appointment status will change to Arrived for the other team members to view on the Scheduler.

Note: Only enabled locations will be visible from the drop-down list in the Kiosk mode. If you do not see the location you want, reach out to your Super Admin or CareStack Support (if you are the Super Admin and cannot set up the desired location).

A toast notification appears on the top right stating, 'Location setting updated successfully'.

Note: It may take a few minutes for the URL to go active once it has been generated.

Locate the Patient Connect URL and Access Kiosk

Watch this video for a quick overview.

Practices can log into Patient Connect using their unique URL. This can be retrieved from Practice Settings.

Navigate to the System Menu > select Practice Settings > Portal > Patient Connect.

Here we can connect to the Kiosk via General Settings.

Let's get started!

Navigate to the Patient Connect URL under the General Setting tab.
You can either click the link, or
Click Copy Link and paste the URL to the browser.

Two-Factor Authentication adds an extra layer of security, even if you have a password. To enable two-factor authentication in the system:

In the General Settings, select the toggle button to enable Two-Factor Authentication (Patient Kiosk).
Click Save.

A toast notification appears at the top right stating 'Configurations updated successfully.'

Choose the desired mode for the task at hand.

Note:

Kiosk Mode is typically used when patients need to access their CareStack profile and fill out forms through your device. Your practice can even require an extra layer of authentication. The kiosk mode is secure for patient use, as accessing patient records requires entering patient information and an authorized employee login to switch modes.
Office Mode is for patients to review forms and treatment plans, typically in an operatory. It does not have the authentication step, so should be closely monitored when patients are using it, as they could see the information of other patients on your schedule.
For both Kiosk and Office Mode, you need to select the Location where the tablet is being used to continue and enter the office password when prompted. This prevents patients from navigating between the two different modes.

Access the Kiosk

Watch this video for a quick walkthrough.

Launching the Kiosk Mode in Reception allows incoming patients to check in for their appointments, complete any necessary forms, and update their contact information from your front reception tablet, iPad, or laptop. When using Kiosk mode, the patient will see the different options:

Check-in for your Appointment
Update Account Information
Add a Family Member
Register as a New Patient

Check-in for your Appointment

Here, the patient can check in for their relevant appointments in the Kiosk.

Enter the Last Name and Date of Birth.
Click Proceed.

Use the Quick Sign option to complete any pending forms.
Once the patient logs in, they can Verify/Edit the Personal Information using the Verify button.
The Check-In option for Appointment will become automatically enabled after verified.

Click Check-In.

Note: Once Checked-in, the appointment status will appear on the Scheduler depending upon your practice’s preferences.

When the Check-in button is clicked, the user will be alerted of any unfinished tasks such as pending forms to be filled, if any.

In case of inactivity on the Kiosk, the user will receive a pop-up alert shortly before the session times out.
A Session Timeout modal will appear to notify the user before timeout due to inactivity.
- They will have the option to either Continue Session or to Logout.

Update Account Information

The patient can choose the Update Account Information option if they do not need to check into an appointment but want to verify and update their account information.

Input the required fields.
Click Proceed.

Add a Family Member

Select Add a Family Member option if you are a patient or responsible party and wish to add a new family member to your account.

Input the Patient's First Name, Last Name, and Date of Birth.
Click Proceed to continue.

Note:

An additional feature is made available in the Account Details section when adding a New Account Member you can copy the Responsible Party's information to its members as well.
Checkmark the Copy Responsible party's Details to have it automatically copied to the rest of its members.
To restrict RPs from accessing dependent records in the Patient Portal and Kiosk, email support@carestack.com.

Register as a New Patient

Select Register as a New Patient if you are not yet a patient in the system, but would like to create an account.

Note: When a new patient is created through the Kiosk in an orthodontic practice, they are automatically created as an orthodontic patient.

Fill in the mandatory details.
- Enter the First Name and Last Name as Patient Details / Responsible Party Details.
- Select the Gender of the patient.
- Select the Date of Birth.
- Enter the Email Address.
Additional Information
- Enter the Mobile Number.
- (Updating) Capture the Profile Image.
Click Register to proceed.