Another feature of Patient Portal is the ability for the patient to check themselves in when they arrive at the practice. By default they can only do this if they are within 10 mins of the start time of the appointment or 5 mins late of the start of the appointment. We can change these early/late timings upon request.
If they attempt to self check-in outside of these intervals it’ll simply tell the patient it was unsuccessful and to contact the practice.
Contactless check-in
Patients can check-in for their appointment via their portal by selecting 'Check in now' on their portal link.
This will take patients to their check-in screen. From here they just select the ‘Check in now’ button. This will arrive their appointment and display a message confirming successful check-in or advising them to see reception if it was unsuccessful.
Kiosk check-in (not contactless)
You can also let patients self check-in using using a tablet setup near the front desk area of the practice.
Please note however that this is NOT a contactless service as the patient has to interact with the tablet for this to work.
Tablet requirements
Ipad on iOS 11+ running Safari
Android on 4+ running Chrome
Enter this link into the tablet browser (Chrome for Android & Safari for IPad) and bookmark or save as the homepage for future reference: https://bit.ly/30FTVOn
You can also register the kiosk to allow patients to check in using their family name + date of birth, this is handy if they don’t have their QR code with them. To set this up in Exact go to
‘Configure > Patient Experience > Click Kiosk Management - This will show a QR code that you need to scan with the tablet’
It is important that you follow the below steps for this to work
Click on My Pass or Check In on the tablet
This will load the front facing camera and you should be able to see yourself
Turn the tablet around so that you are looking at the back of the tablet
Point front of tablet at the Exact screen with the QR code
This will scan the QR code in Exact and reload the check-in page so that patient can check in with My Pass or Family Name + Date of Birth
Check-in messages
There are 2 default messages that will appear on the check-in kiosk depending on whether the patient has completed their forms or not.
If forms are completed they will see - ‘Thank you, Please take a seat’
If forms are outstanding they will see - ‘You have outstanding forms to complete before your appointment, please see reception’
To change the messages go to: Configure > Patient Experience > change the message and click ok