Set Up Ocean to Support Walk-In Patients*

If your clinic accepts walk-in patients, you can also set up your kiosk to check-in walk-in patients who don't have a scheduled appointment. (This feature is currently only available for PS Suite and Accuro users.)

Note: This is an optional step for kiosk set-up.

Check-In Kiosks now support check-in for walk-in patients (for PS Suite and Accuro users.) To enable this feature, please follow the steps below.

  1. Set your walk-in provider details in Ocean

      • Click on the dropdown menu for "Walk- in Provider" and select the full name of your provider. Make sure that the name exactly matches the walk-in provider calendar's name that you previously created in the EMR.
      • Click on the dropdown menu for "Walk-In Create Appointments at" and choose between having your walk-in patients' appointments slotted into your walk-in provider's schedule close to the time at which they check-in on the kiosk (i.e. "Near Check-In Time") or at the start of your walk-in provider's day (i.e. "Beginning of Schedule"). Click "Save".
  2. Create your walk-in provider schedule.

    PS Suite Med Access Accuro

    If you would like to define a specific walk-in schedule for use with the Ocean kiosk, you can do so by creating a new appointment schedule in Accuro.

    For details on creating additional schedules, and/or providers for walk-ins, please consult your Accuro help documentation or contact QHR Customer Support for further information.

  3. Enable walk-in patients in the Ocean Portal.

    PS Suite or Med AccessAccuro
    • Log in to the Ocean Portal and navigate to the Tablets tab.
    • Click the "Edit" button on the tablet grouping you would like to use to accept walk-in patients.
    • Ensure your Tablet Mode is set to "Kiosk Mode"
    • Open the "Check-In" tab and check the "Accept Walk-In Patients" checkbox.
    • Save your changes.
    • If you would like Accuro to create charts for new patients that are not yet in the EMR, navigate to the Site Features section under the Admin tab and check of the box labeled "Allow the Ocean Kiosk to create patients in your EMR for walk-in patients."

      If this setting remains unchecked, staff will need to manually create charts for new walk-in patients and copy-and-paste their notes from the Ocean portal.

    Advanced Walk-in Configurations

    This is an optional step for clinics that wish to support multiple kiosk configurations each tied to a different walk-in provider's schedule.

    Multiple Schedules Dynamic Selection Days of the Week
    • If you would like to over-ride the default walk-in provider defined in Cloud Connect during Step 1 of this guide, you can do so my entering a provider's name in the "Walk In Provider" field in the "Check-In" tab.

    • Clicking inside the "Walk In Provider" text field will generate a dropdown of the existing provider schedules to choose from. Simply select a provider name to associate their schedule with the selected kiosk tablet grouping.

    • Repeat this process for each tablet grouping that has been enabled for walk in use to assign different walk-in providers to different kiosks.

  4. Start accepting walk-in patients!

    • Now, if a walk-in patient checks in on the kiosk, an appointment will be created for them in the walk-in provider's schedule in the EMR. From there, you can either move the appointment to other providers' schedules or have your walk-in providers consult the new walk-in provider appointment schedule.
    • If they are an existing patient at the clinic, the appointment will be tied to their chart in the EMR.
    • If the patient is new to the clinic, they will be prompted to provide their first and last name (in addition to the usual demographic information).

To see the walk-in workflow in action on PS Suite, download the following demo:

Demo: Walk-In/Urgent Care
Have more questions? Submit a request