


Forms Tablet Patient Check-In
In this article, we will walk through setting up your office’s tablet for use with RevenueWell Forms and general in-office functionality.
We support the following Tablets/Operating Systems:
- Apple iPad with iOS 11+
- Android 8.1.0+
Please see RW Forms Hardware Recommendations for our full list of compatible devices.
How to Use the RevenueWell Forms App on Tablet:
1. If you have not downloaded these apps on your iPad/Android, visit the App Store or Google Play Store and download the “RevenueWell” app.
2. Sign in using the same Username and Password used to log into RevenueWell on a web browser:
The left panel displays a list of appointments for the day, arranged chronologically.
3. Select a patient.
If the patient is a walk-in, you can select the Patient+ icon at the top to manually add the patient to your list.
4. Select the form(s) in the panel on the right that you want the patient to complete.
5. Click “Check In” and hand the device to the patient to complete their forms:
The patient is presented with a screen listing the forms for them to complete one by one. Once the patient is finished, they will select “Done” and hand the device back to the office staff member:
6. You will be asked to enter the Team Unlock PIN to complete the session for the patient.
To find your Team Unlock PIN navigate to your online portal > Settings tab > Patient Forms > Tablet Settings to view or edit or click HERE.
Once Unlocked, the completed forms can be found in your RevenueWell Portal under the Patient Forms tab to Review & Sync.
Repeat this process for the next patient required to complete forms.
To learn about our Family Check-In option please see Tablet Family Check-In.