Self Check-In Workflow

The Self Check-In feature allows Patients to check in independently using the Charm Kiosk.

The Charm Kiosk self check-in workflow enables the existing Patients to check in, update their profiles, and fill out questionnaires and consent forms independently, without assistance from Front Office Staff.

You can use this workflow if you have chosen the 'Kiosk Terminal (Self Check-In)' option in the CharmHealth EHR settings page and have an active 'Text/Voice Notification' subscription.

Note: The self check-in kiosk workflow is available only for existing patients. New patients cannot use this option to register.

The Nurse or Front Office Staff can install the Charm Kiosk app and log in to the respective Kiosk account. They can also set up Guided Access and other Kiosk Settings by tapping the 'Settings' icon.

The Patients can follow the steps below to check in and update their details.

1. Select your Country Code from the drop-down menu, enter the Phone Number registered with CharmHealth EHR, and tap the 'Send OTP' button.
   
2. Enter the OTP received on your registered mobile number and tap the 'Verify' button.
   

   Note: If you enter the wrong OTP three times, you can request a new one. The 'Resend OTP' button will be enabled after 45 seconds, but you can only request a new OTP twice. If you reach this limit, please contact the front desk for help.

3. If a phone number is linked to multiple Patients, select the required Patient to proceed.
   
4. Tap the 'Edit' button on the patient summary page to update your demographics, contact details, and primary and secondary insurance information.
   
5. You can fill in the questionnaires and consent forms by tapping the 'Fill' button.
   
6. Once done, tap the 'Finish' button, and you will get redirected to the 'Thank You' page.