This is step 9 of our step-by-step guide on how to create your very own Intake form.

Step 9 – Add the "Cancellation Policy"

We're next going to add the cancellation policy to our form. This can either be configured to require explicit acknowledgement and acceptance of the policy, or just displayed without any explicit acknowledgement. This is up to you how you want to handle things, but for the sake of this tutorial we're going to require explicit acknowledgement.

Add a new text screen for the cancellation policy

  • Tap the + button, then choose "text screen"

This will create a new screen pre-configured to show a bit of text, like this:

  • Change the prompt to say "Cancellation Policy" and add the policy in the body. Here's the text if you want to copy-paste it:

    If you wish to cancel an appointment, we require at least 24 hours notice of cancellation. If an appointment is cancelled less than 24 hours before the scheduled appointment time, you will be charged 50% of the amount due. Any missed appointments will be forfeited and any future appointments made will be charged separately.

At this point the screen doesn't require any real acknowledgement from the patient that they've read it, so let's add that now.

  • Change the field type from "display only text" to "policy consent"

This will add a second field that asks your patient to choose "I accept" indicating they've read and accept your policy.

Go ahead and save draft to save your changes.

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