Using Consent Forms on the Self Check-In Kiosk

Available to Beta users on version 7.25.0 and above

Rolling out soon to all Flex users

The Flex Self Check-In Kiosk automatically prompts consent forms at check-in based on the procedure codes attached to the patient’s appointment. This guide covers how consent forms are triggered and what to expect throughout the process.

Set Up:

To ensure consent forms appear on the kiosk at check-in, three things are required:

1. Consent forms must be linked to the appropriate procedure codes. 
   • Learn how to connect forms to codes here: How to Link Treatment Codes to Consent Forms ↗️
2. Your office must be using Advanced Forms. The resources below will help you confirm which forms are enabled in your Flex settings and guide you on switching to Advanced Forms if needed: 
   • 🎥Using Advanced Forms? Click Here to find out!↗️
   • 📰Article: Switch from Legacy Forms to Advanced Forms ↗️
   • 🎥Video: How to Switch from Legacy to Advanced Forms↗️
3. Kiosk appointment status mapping must be configured in Flex Settings. 
   • Complete setup using this guide: Set Up Kiosk ↗️

What to Expect:

When a patient checks in using the kiosk:

1. Patients due for an intake or update forms, are encouraged to complete those forms first. 

   

   Patients who only need to complete consent forms will not see an intake or update form as pictured in this example.

2. Linked consent forms attached to the appointment’s procedure codes are presented.                                    
3. Once all forms are completed, patients are automatically directed back to the kiosk to complete check-in.
4. Patients click Submit to complete check-in.
5. Check-In is confirmed.                                                                                                                                       

Notes:

• If a patient attempts to skip a form, the kiosk will direct them to your front desk team.
• Choosing Proceed allows the patient to check-in without completing forms.

Next Steps:

Once your codes are linked and your kiosk is set up, these resources can help you get the most out of consent forms:

➡️View, Add, Delete, And Edit Consents

➡️Set Up Automatic Consent Forms

You're All Set

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If you have questions, please contact Flex Support.

Thank you!