Complete & Sign Forms

As a part of your work together, your provider may have sent you forms to complete online. When you log in to your Client Portal account, you will be prompted to complete these intake forms. You will also receive e-mails prompting you to complete your forms. If you click on links in these e-mails, you will be taken to your account where you can securely fill out these forms.

Filling out your electronic forms is a secure process, and all forms are safely stored in your HIPAA-compliant Client Portal. Your account and data is safeguarded, and only your care provider is able to access your information.

This article walks through how to complete your forms electronically, from your Client Portal.

If you are having issues logging into your Client Portal, follow the instructions here to reset your password. Your username is your email address on file.

Access Your Forms

When you first sign into Healthie, if you have outstanding forms to complete, you will be prompted to complete forms. We recommend completing these on a computer, if possible, as it is easier to view and type on these forms, particularly if they are lengthy in nature. 

You can also access forms from your Client Dashboard in the "Fill Out Forms" section, if you have any requested forms to complete. Additionally, you'll receive an email notification if your provider has requested forms for you to complete. 

Forms most commonly include: 

1. Health Questionnaires
2. Privacy Policies
3. Office Policies
4. Insurance and Billing information
5. E-sign agreements

However, your provider may request many different types of forms or assessments for you to complete - and they may be tailored to your care.

You can also access & complete forms from the mobile app - right from your Client Dashboard, following the Fill Out Forms option.

From the mobile app, you can also use Fill Out Forms to access/review your forms.

Complete Your Forms

When logged into your Client Portal, you'll see all requested forms in your Forms tab.

Autosave / Save & come back: You are able to work on forms, take a break, and come back to continue completing your forms. The platform will automatically auto-save progress that you've made to date, and when you log back into complete your intake forms, you will be able to pick up where you left off. If you are unable to log into your account, we recommend resetting your password. 

Log out after inactivity: If you are inactive after a period of time, you will need to log back into your portal to access your intake forms that are in progress. Not to worry, you will be able to pick up where you have left off, as intake forms auto-save into the portal every 10 seconds (even if you do not press a "Save" button). You can reset your password, if needed here.

Sharing forms with your provider:  When you press the "Submit" button at the end of the form, your form is automatically shared with your provider, and they also receive an e-mail letting them know that you have completed the intake form process.

Complete all required fields: If you are unable to move past a form, this is likely due to the fact that you have not yet completed all required fields. Please run through the form again, to confirm that all required fields have been completed. If you try to press submit and still have outstanding fields to complete that are required, you will be prompted to jump to those fields. 

E-Sign a Form 

Some forms that your provider has shared with you may require you to prove an electronic signature. In order to e-sign a form, please sign into your Healthie account from the web browser on your computer or mobile device. Note that forms cannot be completed within the Healthie mobile app at this time. 

Once logged in, please complete the forms; review the section above on how to access your forms. Any forms that require an e-signature will display a "signature box." Simply drag your mouse or finger on the screen to generate your signature. You are able to do e-sign whether you are using a track pad or a mouse. If you are using a track pad, we recommend clicking and then dragging your signature. 

If you're not happy with the signature, you can hit the Reset button to clear the field, and try again. Remember to hit Submit when you're done completing the form. 

View and Modify Completed Forms

There may be instances in which you would like to view completed forms, download completed intake forms, and/or print them out.

• If you need to access completed forms, please click on Forms within your Client Portal from the web browser or mobile app. You will see an option to View and/or Edit the Forms.
• If you would like to print out a completed intake form, you will see Generate PDF after viewing a completed form. Please click on Generate PDF which you can subsequently choose to print. 
• If you see incomplete intake forms when you log in, you will need to complete all outstanding forms to view previously completed forms.
• You will be able to edit and update many of these fields

• Unfortunately due to security considerations, you will not be able to update your signature on any form that you have e-signed. 

FAQs: Forms

I would like to request a fresh, updated Form to complete. How can I get one? 

You can request that your provider send you an updated form, for example if you'd like to re-sign a particular form, by messaging your provider through chat. 

How do I know if my provider received my completed forms?

Once you submit your form, your provider will be able to access it directly. There is nothing further you need to do!

Need to Reach Your Provider?

If you would like to reach your provider, we recommend that you Message Your Provider via Chat. Within your account, navigate to Chat > New Chat Message. 

It is possible that your provider is not currently using Chat as a form of communication with patients. In the event that you cannot access your account, or locate Chat, please reach out to your provider through another means they have provided (ie. office email or phone number).