Digital intake forms help businesses streamline pre-appointment paperwork, allowing you to complete everything ahead of time and spend more of your visit relaxing instead of filling out forms.
If you book an appointment with a business utilizing Digital Intake Forms, you will receive an email requesting that you complete and submit your intake form online. If the business requires that multiple forms be completed, you will receive an individual email for each form that needs to be submitted.
To complete your Digital Intake Form:
- Open the email with the subject "Please complete your intake form" (the email is sent from no-reply@2book.com).
- Select the button in the email containing the name of the form.
- Complete all necessary fields - required fields will be indicated with a red star (*)
- If the form contains a Signature field, you will be required to draw your signature into the field using your mouse or finger (depending on your device). Your signature cannot be typed into this field.
- Select Submit Form on the last page of the Intake Form.
Once the form has been submitted, you will be presented with a "Thank you! Form Completed!" page to confirm that you have successfully submitted your form.
Notes:
- If you have received a request to update a previously submitted form, you will be required to sign in prior to making edits to the form.
- All form data is stored securely according to HIPAA security standards.