Completing Forms
Forms, worksheets, questionnaires, trackers, and learning modules all appear in My Plan under Wellbeing. See Completing Tools From Your Practitioner for the combined overview.
Your practitioner may send you forms to complete before or after your appointment.
How to complete a form
- Open the notification, or go to Wellbeing → My Plan (or Documents if you are looking for shared files and form links)
- Select the form to complete — incomplete items are easy to spot on My Plan
- Fill in the required fields
- Tap Submit when finished
Some forms may require an electronic signature before you can submit.
Types of forms
- Intake forms — Background information collected before your first appointment
- Questionnaires and assessments — Measures that help your practitioner understand your needs and track progress
- Consent forms — Permission forms for treatment or information sharing (see Consent Forms)
Saving progress
Your answers are saved automatically as you go. You can close the form and return to finish it later — your progress will be waiting for you. The form shows your completion percentage so you know how much is left.
Form expiry
Some forms may have a deadline set by your practitioner. If a form expires before you complete it, you will not be able to submit it. Check your notifications for reminders about pending forms.
Not sure about a question?
If you are unsure how to answer a question on a form, leave it blank and ask your practitioner at your next appointment. They can help you complete it together.