How do I fill in and sign a form from my clinic?

How do I fill in and sign a form from my clinic?

Your care team may ask you to fill in a form, such as an intake form or a consent. You can do it from your account, from a link they email you, or on a device at the clinic.

Find your forms

When a form is waiting, your home page says so. Click Open, or open Forms in the menu.

• To complete lists forms you haven't finished. To do means not started; In progress means you saved a draft.
• Completed lists the forms you've submitted.
• Expired lists forms that ran out of time before you finished. Ask your care team to send them again.

If a form says it can't be filled in online yet, your care team will tell you how to complete it.

Fill in a form

1. Under To complete, click Fill in (or Continue for one you started).
2. Answer the questions. Questions marked with an asterisk (*) are required. Some questions appear only after you answer an earlier one.
3. Click Save Draft to finish later. Your answers are kept and come back when you return.
4. When you're done, sign (see below) and click Submit Form.

You aren't asked for your date of birth here: being signed in is how we know it's you.

Sign a form

If the form needs your signature, the Electronic Signature section is at the end.

• Type my name: type your full name. This is the default.
• Draw my signature: offered on some forms. Draw it in the box with your finger, a pen or the mouse, then print your full name below it. If you can't draw it, choose Type my name instead.

The text above the box says what you're agreeing to. If the name you sign with is different from the name on your account, you'll see a note. You can still sign, and your clinic will see both names.

Some forms also need your clinician to sign after you. Those show Waiting for your clinician to countersign until they do.

Fill in a form from an email link

Your clinic may email you a secure link instead. The email names your clinic and says you have a form to complete. It doesn't name the form or include anything about you.

1. Click the link.
2. Enter your date of birth and click Open form.
3. Fill in the form, sign it and click Submit Form.

After 5 wrong dates of birth, the link stops working. The link works until you submit the form or it expires, and a newer link from your clinic replaces it. Don't forward it.

At the clinic

The front desk may hand you a tablet or computer with the form open. Enter your date of birth, fill it in, sign and submit. When you see Please hand this device back to the front desk, you're done.

If the device sits untouched for a few minutes, the form is covered. Enter your date of birth again to carry on. To stop without submitting, click Close this form.

Reminder emails

If your clinic uses form reminders, you may get an email reminder about a form you haven't finished, usually a couple of days and again a few days after it was assigned. Like the first email, it names only your clinic. It may carry a new secure link (older links then stop working) or ask you to sign in to your account.

Reminders stop when you submit the form, or when it expires or is cancelled. To stop them:

• Turn off Document Updates emails in your notification settings. See Notifications.
• Or ask your care team to stop reminders for that form.

Upload a file to a form

If your clinic has file uploads turned on, a form can ask you to attach a file, such as a photo of your insurance card. Files must be 10 MB or smaller. Each file is checked for viruses before the form can be submitted. If a file you attach isn't submitted with the form, it's deleted.

Get a copy

Under Completed, click View to see your answers, or Download to save a copy. Completed forms are also kept under Documents. See How do I view, upload and sign documents?.

If you filled in the form from an email link and don't have an account, ask your clinic for a copy.

Someone helping you

A parent, legal guardian or healthcare agent can be asked by your clinic to complete a form for you, if you gave them that permission through family access. See How does family access work?.

If something goes wrong

• "We couldn't open this form with that date of birth": check the date and try again. After 5 wrong tries the link stops working, so contact your clinic for a new one.
• "This link is no longer valid": the link expired, was already used, or was replaced by a newer one. Use the newest email, or ask your clinic for a new link.
• "Too many attempts from this device": wait 15 minutes and try again.
• "Files must be 10 MB or smaller": choose a smaller file.
• If a form won't submit, check for required questions you missed, then try again.