Forms & Documents

Your providers may assign forms for you to complete — such as intake questionnaires, consent documents, or health assessments.

Viewing assigned forms

1. Click Forms in the sidebar
2. Your assigned forms are listed with their status and due date
3. Forms may be marked as Pending, Overdue, or Completed

Completing a form

1. Click on a pending form to open it
2. Fill in the required fields — required fields are marked with an indicator
3. Some forms have multiple pages — use the navigation to move between pages
4. Review your answers before submitting
5. Click Submit to send the completed form to your provider

Tip

You can save your progress and return to a form later if you’re unable to complete it in one sitting.

Form types

Type	Purpose
Intake	Gather your health history and personal information
Assessment	Evaluate your current wellness or specific conditions
Questionnaire	Collect feedback or preferences
Consent	Agreements and consent forms for treatment

Due dates

Some forms have a due date set by your provider. Forms that are past their due date are marked as Overdue. Complete overdue forms as soon as possible.

Uploaded documents

Your provider may also share documents with you (such as PDFs). These appear in your Forms section and can be downloaded for your records.

Troubleshooting

I can’t access an assigned form

Make sure you have an active connection with the provider who assigned the form. If your relationship status has changed, the form may no longer be accessible.

I submitted the form but it still shows as pending

Form submission status updates in real time. Try refreshing the page. If the issue persists, contact your provider.