Patient Check In Complete Guide - Including Patient Kiosk, Mobile App and Manual

This guide outlines all available patient check-in methods, kiosk setup, self-check-in flow, form management, and the full Front Desk workflow from arrival to checkout.

There are five primary methods for checking in a patient:

1. Blue Dot on the Scheduler

On the Scheduler, click the blue dot next to the patient’s name. The dot turns red, indicating the patient has arrived. Simple. Efficient.

Blue: Scheduled

Burnt Orange: Checked In

Green: Check In and Note Saved/Signed

Black: Checked In and Fee Slip Saved (no note started)

Green Check: Checked In, Note Saved/Signed and Fee Slip

2. Quick Add Icons from the Appointment

Selecting an option saves automatically. No need to hit “Save.” Click inside the colored appointment block. At the bottom of the appointment window, select one of the quick icons:

  • Arrive, No Show, Cancel, Delete

3. Manual Status Change

Click inside the appointment block. Manually change the Status, then click Save. This is helpful when you want more control over the appointment details.


4. Patient App Check-In

  • Patients using the Patient App can:
    • Check in from their smartphone, Provide their chief complaint (if your office uses), Complete forms, Make payments (*ChiroSpring Pay Required)
    • Convenient for patients who prefer minimal interaction at the front desk.
    • You can set up your GPS coordinates so patients' can only check in through mobile app when they are at your office
      • Go to Settings - Clinic - Setup and click the pencil icon at top to enter your coordinates (you can find them on Google Maps)



5. Patient Check-in & Front Desk Workflow Guide


Device Recommendations

Use a smart device or computer at the front desk. Ideally:

  • Touchscreen device (iPad recommended)
  • Mobile so patients can sit while completing forms
  • Multiple iPads for busy practices

Device Settings:

  • No PHI accessible on the device

  • Set Auto-Lock to Never

    Settings > Display & Brightness > Auto-Lock > Never

  • Use a case that props the device upright

Logging Into the Patient Kiosk

Each day:

  1. Go to:

    https://patient.clinicdr.com/login

  2. Log in using your standard ChiroSpring credentials.
  3. Click Start to activate the kiosk.

All related URLs can be found under:

Settings → Communication Data

You can now add your Color and Logo in Settings - Clinic - Customization


Changing Kiosk Language (Example: Spanish)

If patients prefer another language:

  1. Update Google Chrome Advanced Language Settings on the device.
  2. Log into the Patient Kiosk on that device.
  3. Click the three dots (top right).
  4. Select Translate.

The entire kiosk experience will display in the selected language.

How the Patient Self Check-In Flow Works

  1. Patient can check in through Patient Mobile App or Patient Kiosk
  2. Patient clicks START
  3. Patient selects either DOB, NAME, PHONE, or SSN
    1. If there are patients with same dob, name, phone it will require a second identifier automatically

  1. Once identified, patient appointments that day will appear and can select MARK AS ARRIVED
  • Walk-ins are supported through the Patient Self Check In Kiosk. You can turn this on in SETTINGS - CLINIC - CUSTOMIZATION - Kiosk/PatientHub 360 Settings

Here you can toggle ON/OFF:

  • Walk in Appointments (self check in kiosk only)
  • Chief Complaint Widget (patient mobile app check in and self check in kiosk)

  1. Patient is checked in and prompted to enter Chief Complaint (if toggled ON):
    • Level of pain
    • Pain description
    • Pain location (multiple icons allowed)
  2. Patient may skip this step and still be checked in.
  3. Patient may select the Pay icon to submit payment (recorded as Unapplied Money). *Requires ChiroSpring Pay
  4. Pain information entered saves to the Treatment Dashboard for that day and can be inserted into treatment templates with one click.
  5. Patient may complete assigned forms.
  6. Forms can be automatically assigned to appointment categories when booking.

Digital Patient Intake Forms

Forms can be:

  • Assigned manually via Patient File - Communication Dashboard
  • Automatically assigned by appointment category
  • Completed via Patient App or Kiosk

Completed CONTACT form will update patient demographics.

Included auto-scoring outcome assessments:

  • Low Back Disability
  • Neck Disability

To build additional forms:

Settings → Custom Templates → Build Template

What Happens After Check-In?

Once checked in:

  • Patient’s blue dot turns burnt orange
  • Patient moves from Scheduled to Checked-In on Front Desk
  • Refresh the Scheduler if needed

Using the Virtual Front Desk

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