Helping patients complete assessments on a tablet in the waiting area

Patients can easily complete assessments on a tablet in the waiting area - without the assistance of an admin or therapist. This process was designed to mimic the common procedure of patients completing paper forms on a clipboard.

Video tutorial

The workflow

Following this process makes it easy for all patients to independently complete their assessments in the waiting area:

  1. Bookmark the Kiosk on the tablet(s) in the waiting room.
  2. Set the patient's kiosk code (which can be done either by an admin or a therapist, after the setting is enabled).
  3. The patient enters their code in the Kiosk on the tablet and completes their assessments.
  4. Once completed, the results are available for the therapist to review with the patient.

Bookmark the Kiosk on the tablet(s)

Save the Kiosk's web address as a bookmark on the tablet(s). The kiosk's web address does not change and can be found on any patient's Manage tab or in your Settings:

For complete instructions on how to save the kiosk as a shortcut on the tablet, click here.

Set the patient's custom Kiosk code

Step 1: Go to the patient's Manage tab, and under Assessment Delivery Preferences, toggle the kiosk from Automatic to Custom.

Step 2: Enter a code that will become the patient's permanent (unless you change it) Kiosk code.

Step 3: Select which assessments should be presented to the patient when they enter their Kiosk code (we generally recommend All Assigned).

  • All Assigned - This presents all assigned assessments for the patient to complete.
  • Only Outstanding - This presents only assessments that are currently outstanding for the patient to complete.

The patient completes their assessment(s) on the tablet

Step 1: The patient clicks on the Kiosk and is prompted to enter their code.

Step 2: The patient is presented their assessment(s) to complete.

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