Signing Up Your Organization for HealthForms.io

Signing Up Your Organization for HealthForms.io

Signing Up Your Organization for HealthForms.io

This guide covers signing up an organization for HealthForms.io. If you are an individual user who received an invitation, see How to Accept a HealthForms.io Invitation instead.

Overview

What it is: The Signup page lets organizations create a HealthForms.io account to start managing health forms for their members.

Who uses it: Organization administrators or representatives who want to start using HealthForms.io.

Important: The signup page is for organizations, not individual end users. Individual users are invited by their organization's administrator — they do not sign up on their own.

Individual User vs. Organization Signup

I am... What to do
An individual who received an email about uploading forms Use the invitation acceptance process
An organization that wants to start using HealthForms.io Continue reading this guide
An existing user who forgot their password Use Password Reset

The signup page itself shows this notice: "If you received an email requesting that you upload forms for you or a family member please use our invitation acceptance process."

Organization Signup

Navigate to https://app.healthforms.io/account/signup to begin.

What's Included (Starter Plan)

The signup creates a Starter Plan account which includes:

  • Secure platform for managing medical forms for your organization
  • 5 member slots included
  • Members are valid for 1 year, allowing them to attend any events at no extra cost
  • No credit card required to sign up

Step 1: Fill In Organization Information

Field Description
First Name Your first name (the account administrator)
Last Name Your last name
Company Name Your organization's name
Phone Number Contact phone number (format: (###) ###-####)
Address Street address line 1
Address 2 Suite, unit, etc. (optional)
City City
State Select from dropdown
Zip 5-digit postal code

Step 2: Create a User Account (if not already signed in)

If you are not already signed into HealthForms.io, you'll also fill in a User Account section:

  • Email Address — Your email (this becomes your login)

  • Password — Must meet requirements:

    • At least 8 characters
    • At least one uppercase letter (A–Z)
    • At least one lowercase letter (a–z)
    • At least one special character

  • Confirm Password — Re-enter your password

If you already have a HealthForms.io account, a Sign in with an existing user link is shown at the top. Click it to log in and attach your new organization to your existing account.

Step 3: Accept Terms

Check the checkbox to agree to the:

  • Terms and Conditions
  • Acceptable Use Policy
  • Privacy Policy

Accepting terms is required to continue.

Step 4: Click Continue

Click the Continue button to submit.

After Signing Up

After you complete signup, your organization account is created and you can:

  • Invite users to your organization (via the Manager application)
  • Set up form types and events
  • Begin managing member health forms

Common Issues

I'm Trying to Upload Forms for My Family

You do not need to sign up here. Ask your healthcare provider or event organizer for your invitation link or code, then follow the invitation guide.

I Already Have a HealthForms.io Account

Click Sign in with an existing user at the top of the signup form to link a new organization to your existing account.

Q&A

Q: How does a new organization sign up for HealthForms.io? A: Go to the HealthForms.io signup page and fill in your organization information (company name, address, contact details) and create a user account. The Starter Plan includes 5 members and requires no credit card.

Q: How do individual users get access to HealthForms.io? A: Individual users do not sign up on their own. They receive an invitation from their organization administrator. See the Invitation Guide for the acceptance process.

Q: Is a credit card required to sign up? A: No. The Starter Plan does not require a credit card to sign up.

See the Glossary of Terms for definitions of terms used in HealthForms.io.

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