How do I pair my tablet with Portal to use Concierge?
To use Kiosk, you will need to pair your tablet to your practice's Portal. Kiosk is not optimised to support multiple waiting rooms.
🚨 Important: To do this, you will need access to both your normal work computer and your tablet device at the same time, as the steps require going between the two. You should also check you are following our recommended setup.
First, on your computer:
Open the Portal admin dashboard on your computer's browser.
Please note, for multi-site practices, pairing devices is done at site level. Ensure you have toggled to the chosen site before continuing using the dropdown in the top left corner.
Select 'Devices' in the left-hand toolbar, then click 'Pair'.
Click '+ Pair device' on the right-hand side. A window will open, similar to this:
Now open your tablet device and follow the steps below.
Next, on your tablet device:
Navigate to pair.portal.dental on either Safari or Google Chrome.
Follow the instructions on the page to install the app (these may vary depending on your chosen browser - it will usually look like one of the two screenshots below).
Open the app as you would open other apps on your device (usually, this means going to your device's home screen and tapping the app's icon).
In the window that appears, you'll see a unique pairing code (the screenshot below is an example - the code you see will be unique to you).
Now go back to the Portal admin dashboard on your main computer and follow the steps below.
Back on your work computer:
Enter your unique pairing code in the window in your Portal admin dashboard. Type it in exactly as it appears on your device (the screenshot below is an example - the code you see will be unique to you).
You can then add a nickname for the device.
You must select whether the device will be used for Concierge or Kiosk (it can only be used for one) - in this instance, select 'Kiosk'.
When pairing your first Kiosk device, you will be prompted to configure settings that will apply to all Kiosk devices at your location (you'll only need to set this when pairing your first device, but they can be changed later):
'Set check-in lateness' - How long after an appointment start time that a patient can self check-in. Once your chosen timeframe has elapsed, patients won't be able to successfully check in and will be prompted to go to reception.
'Patient directions' - Choose the message you would like to be shown to patients who successfully check in and don't have any forms to complete. If patients do have forms to complete, they will see a different message.
Once completed, click 'Pair'. The app should now establish a connection, and you're ready to use Kiosk.
Once the device has been successfully paired, you can view and update your Kiosk settings in the 'Paired devices' section at any time. Any changes you make will update all Kiosk devices in use in your location.
🚨 Important: Once set up, ensure your device:
Has auto-lock off
Has brightness up to the maximum
Is wired in for continuous charging
How do I edit my Kiosk settings?
If you'd like to adjust your late check-in limit or patient directions:
Open the Portal admin dashboard on your computer's browser.
Please note, for multi-site practices, editing devices is done at site level. Ensure you have toggled to the chosen site before continuing using the dropdown in the top left corner.
Select 'Devices' in the left-hand toolbar, then click 'Pair'.
Click 'Edit Kiosk settings' (below the 'Pair device' button).
Here you can edit your late check-in limit and directions to your waiting room.