Summit can be configured to use a self service kiosk to facilitate patient sign in and sign out. Almost any windows based computer or tablet, like a Microsoft Surface, can be used for this purpose. While this adaptability allows for a wide range of hardware to be used, it does create a large number of device specific setting adjustments for optimal use. This guide will cover some of the major computer settings, but it's primary purpose is to walk through the process within Summit. For computer specific settings not covered here, please reach out to your organization's IT/IS department.


User Account Creation: The first step in setting up a login kiosk is to create a kiosk user within Summit. This user's sole purpose is to log in to Summit and access the Lobby Login App section. NOTE: THIS PROCESS VARIES SLIGHTLY FOR ORGANIZATIONS WITH MORE THAN ONE PHYSICAL LOCATION AND/OR ORGANIZATIONS WHERE SUMMIT USERS ARE TIED TO ACTIVE DIRECTORY/LDAP ACCOUNTS. SPECIFIC INSTRUCTIONS FOR THESE SITUATIONS WILL FOLLOW THIS SECTION. First navigate to User Menu > System Management > User Management. Here, create a new user, in this case named kiosk, assigned to no user groups and save. If email verification is required in your environment, follow the same steps you would use when adding a user to the system.




ACTIVE DIRECTORY/LDAP INSTRUCTIONS: If your organization uses either Active Directory or LDAP to link your Summit accounts to internal logins, please reach out to your IT/IS department about getting a new user added. This account isn't assigned to an actual person and is used solely to access the patient login screen. If they need further clarification, instruct them to reach out to Xtract Support for more details.



MULTIPLE PHYSICAL LOCATION INSTRUCTIONS: To ensure that patients are being checked in to the correct location, a couple additional steps are required. First, a user has to be created for each location a patient can check in. In a single clinic setting, it's usually easiest to just name the kiosk user Kiosk, but in multi-clinic setups, naming the lobby users after the clinics they'll be assigned to usually works best. Additionally, the user will need to temporarily be assigned to a user group so their location can be set, once this is done, their user group can be removed to restrict access to the rest of Summit.



Once the user has been created, log in with the user on the computer/tablet that is going to be used as a login kiosk. After logging in navigate to User Menu > Settings. Here, select the desired location from dropdown. Locations are set by user and by computers, so this information will persist until the local storage on the computer is cleared.



Once the location has been assigned, remove the kiosk user from the user group they were assigned to. This will prevent other parts of Summit from being accessed by an unauthorized person.




Kiosk Settings Setup: Now that a kiosk user has been created, the next step is to configure how you want to kiosk to function. Navigate to User Menu > Settings > Lobby > Login Setting. This will open a window like the one below. We'll go over each of the options in detail.



Header Text: The header text field is a free text area that will display on the login home screen. An example of how the header looks is shown below.



Pin to exit full screen: The kiosk has a pair of hidden buttons that can be used to enter and exit full screen mode (more on this later). To enter full screen mode you click on a hidden button, but to exit a pin is required. This is where that pin can be set.


Alert message timeout: This setting determines how how long any messages during login stay on the screen before disappearing. It also acts as an inactivity time, after which the kiosk returns to the login/logout screen. The value has to be 10 seconds or longer.


Show Questionnaire: Summit allows for the patient to complete any pre-shot questionnaires on the login kiosk. If this option is enabled, the patient will see any questions assigned to them after logging in and the answers will display during the injection workflow.


Require Complete Questionnaire: This setting requires every question to be answered before the patient is able to press the submit button to finish the login process. If the show questionnaire option is turned off, this option will be turned off as well.


Allow patient signout: This option toggles the Sign Out button in the kiosk off and on. Some organizations allow patients to sign themselves out of the waiting to be excused queue, while others require the patient to be seen by staff to be signed out. Summit supports both options depending on your specifications. If this option is disabled, only the sign in button will display on the kiosk.


Allow manual login: The two primary modes of patient login are phone and pin and barcode scan. These options are unique to a patient and can place them directly in the queue. Manual login is an option that requires an additional level of verification by staff to confirm the patient. A name is added to the queue, but it is highlighted in red and requires a user to search for and link the patient to their chart in the system. Additional information about manual login will be covered in the login methods section.


Require full wait time: If allow patient sign out is enabled, this option can be used to prevent a patient from signing out early. The patient will not be able to sign out until their timer on the waiting to be excused queue reaches zero.


Lock on box3: This option interacts with the status checkboxes on a patient's chart. Unless this option is specifically set by the implementation team during your go live process, leave this set to off.


Background Image: An image can be uploaded to replace the stock grass background seen in the example above. This is customizable but images must be smaller than 10 megabytes and certain backgrounds can make the text more difficult to read.




Patient Setup: Before a patient can use the kiosk to sign in, they need to have one of more of the sign in options set up. After pulling up a patient's chart, either used the update patient quick button, if available, or the User Menu > Windows > Update Patient. This will open up a window where information about the patient can be update. If your environment is interfaced, some of the options are not editable, but all of the fields needed to set up a patient on the login kiosk should be.



There are two primary ways a patient can log in, with the last 4 digits of their phone number and 4 digit pin, or by scanning an Technallergy barcode. For the first method, either enter or confirm the patient's phone number on the Phone (used at kiosk) line and then set a 4 digit login pin. One note, the last 4 of the patient's phone and the pin cannot be the same. The other option is a Technallergy barcode. This barcode looks similar to the ones on patient vials and prints out on a vial label. Naturally for this method, a barcode scanner at this kiosk is required. To generate a barcode, select Show Technallergy code and then select the touchless login label document on the print dialog that opens. If you have issues printing login labels, please contact Xtract Support.






The final login method requires selecting the allow manual login option in the settings menu. With this option enabled, when a patient presses the Sign In button on the kiosk, a message saying "If you would like to enter your name, please click here."



Clicking on the "Click Here" opens a keyboard where the patient can enter their name.


Once they've entered a name, that name is added to the waiting for injection queue in red.



When a user clicks on this name, they are given an option to create (if the create patients option is enabled), search or remove the patient.



If create is selected, a new window is opens where the patient's information can be added. This should ONLY be done if the patient is brand new and does not exist in the system.



If the search option is selected, a patient search window is opened where the patient can be linked to an existing patient in the system. Selecting a patient here will update their name in the queue and open their chart allowing you to set a phone and pin for the patient.






Using the kiosk: Now that the kiosk has been set up and the location filtering set, if necessary, patients can use the kiosk. Because most login situations will require setting a phone number and pin prior to use, often organizations will talk patients through this process while getting these values set. If a patient has difficulty with the kiosk or needs assistance, they can still be checked in manually, but this should hopefully be avoided.


Using the kiosk user on the designated computer/tablet, navigate to User Menu > Lobby Login App. Here, you will either see a single Sign In button or a Sign In and a Sign Out buttons, depending on the configuration. There are two hidden buttons in the bottom left and right corners of the screen. Clicking on the bottom left corner will force the window into full screen mode, even in situations that would normally not allow full screen. Clicking on the bottom right corner will open a window asking for a password to exit full screen. This password can be set in the lobby settings window.



If using a barcode scanner and touchless login labels, the patient just needs to scan their barcode and they will be added to the queue.


If using the phone/pin method, click or press the sign in button and the screen will transition and a phone and pin button will appear.



Clicking the phone and pin button will progress to another screen instructing the patient to enter the last 4 digits of their phone number and click ok. Then another screen asking for their four digit pin.


If the show questionnaire and/or require completed questionnaire options are selected, they will be taken to a screen where they can answer the questions, otherwise, they will be added to the queue.



The process for logging out is the same except the patient should press the Sign Out button instead. If the require full wait time option is set, the will not be able to log out until their timer reaches zero.


Windows settings for login kiosks: This list is hardly comprehensive and further you should refer to your IT/IS department for more detailed setting instructions. On a Windows PC or Microsoft Surface, use the search field to search for Power and Sleep settings.



The specific options will depend on your device, but there should be settings that will ask how long you want the computer to wait before going to sleep or the screen to turn off. Setting all of these values to never will prevent the kiosk from going to sleep or turning off while in use. With tablets and laptops, it is recommended to keep them plugged in to power at all times to prevent shutting down.



Your kiosk should now be set up and ready to use. If you have any further questions on Lobby Login Kiosks, please reach out to Xtract support via telephone or FreshDesk support ticket or email.