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PATIENT EDUCATION

Discover Everything You Need for Your Healthcare Experience.

https://www.youtube.com/watch?v=3KlTdYWxqWc

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DocuSign Intake Packet Guide

STEP 1

Check Your Email

  • Look for an email from DocuSign that resembles the image below.
  • We recommend using a computer to complete the DocuSign packet, as it may be difficult to complete on a phone or tablet.
STEP 2

Click on Review Document

  • Click the yellow “Review Document” button in the email.
  • This will open the form on the DocuSign website.
STEP 3

Agree to the “Electronic Record and Signature Disclosure”

  • You will need to click on the “Electronic Record and Signature Disclosure” checkbox. Then you can click the continue box.
STEP 4

Complete All Sections of the Document

  • On the left side of the document, clicking on the Next button will take to
    you to the next field to be entered.
  • Some fields you must choose between options.
  • Depending on your choice, you will move onto the next field, or be asked for more information.
  • As you go through this document there are Mandatory fields that must have data entered in them, they are highlighted with a red box.
  • There are numerous checkboxes that are not mandatory, but if checked will provide staff with helpful information going forward. Please complete as many fields as possible.
  • Other boxes will require an attachment, that could include medical records, prescriptions, photo ID, etc. These are indicated by a box with a paperclip.
STEP 5

Signing the Document

  • At the end of each section there is a signature page. You must choose “I agree to sign” or “I decline to sign”. If you check “I decline to sign” you will move to the next section.
If you check “I agree to sign” you will be prompted to fill out the highlighted sections. You will need to fill out “Relationship to Patient” field and click the Sign button.
STEP 6

Adopting a Signature

If this is your first time signing a document in DocuSign, clicking on the “Sign” tag will open a box for adopting your signature.

Adopting a Signature:

  • First, verify your name is correct.
  • Next, select a style for your signature by choosing one of the following options:
    • Accept the default signature and initial style.
    • Click “Change Style” to select a different signature option.
    • Click “Draw” to draw your signature/initials using a mouse, or your finger or stylus on a touchscreen.
STEP 7

Finishing the Document

  • Once you’ve clicked through all the “Next” buttons, the “Finish” button will turn yellow, allowing you to complete the document.

Patient Portal Help Guides

PATIENT PORTAL

Login Steps

PATIENT PORTAL

Account Overview

PATIENT PORTAL

Sending Messages