Medical Profile
Self Check-In
Let patients update their profile, complete questionnaires, and review selected documents.
Open Self Check-In
- Open Patients and select the patient.
- In the patient profile, open Self Check-In from the left-side patient actions.
Self Check-In opens a patient-facing setup panel for the selected patient.
Choose what the patient can complete
The Self Check-In setup can include:
- Profile, for contact and profile details;
- Questionnaire, for health history and intake answers;
- selected clinic documents, such as consent-related forms.
The selected patient is automatically linked to the flow. Choose whether they should update profile details, complete a questionnaire, review selected forms, or complete all available steps.
Share or open the flow
Use Self Check-In when you want to:
- prepare a patient before the visit;
- collect intake answers without staff typing them in;
- share forms that the patient should review or sign;
- open the patient-facing flow on a kiosk device.
The setup can generate a shareable link or open the same flow directly in kiosk mode.
When to use Self Check-In vs Patient Portal
Use Self Check-In when you want one focused intake flow for profile updates, questionnaires, and selected forms.
Use the patient portal when you want the patient to complete a broader patient-facing task such as a requested questionnaire or signature from their own device.