Skip to main content

Completing your intake forms

Before your first appointment, your practice will ask you to complete some paperwork in the portal — typically intake questions, consent forms, and sometimes a brief assessment. It usually takes 5–20 minutes total.

In this guide, we'll cover:

Your checklist​

Everything is on the Documents page — it's also the first page you see after signing in.

The Documents page with the intake checklist

Your Checklist lists every step in one place — your forms, and, if your practice asks for them, a Demographics form and an Add Payment Method step. A single progress bar shows how far along you are (like "2 of 9 steps complete").

  • On a computer, the checklist sits on the left and stays in view; whatever you're working on opens beside it.
  • On a phone, the checklist is at the top and each item opens below it.

You can complete the items in any order — nothing is locked. Click any item to open it; when you finish one, it moves to Completed and the next unfinished item opens automatically.

Completing a form​

  1. Click the form in your checklist (the next unfinished one is usually already open).
  2. Answer the questions on screen.
  3. Click the submit button at the end. The form moves to Completed and the next one opens.
Finish each form in one sitting

Your answers are saved when you submit the form, not as you type. If you close the page partway through a form, those answers won't be kept — so start a form when you have time to finish it.

Some forms ask for your signature. When you submit one, a Sign to submit window opens: type your full name (and, if you're signing for someone else, your relationship to them — for example "Parent or legal guardian"), then click Sign & Submit. Go back to my answers returns you to the form without losing anything.

Consent forms are signed like a paper form. Read the document, then click Sign here at the bottom. In Create your signature, check your name (it's filled in for you), choose your relationship to the client (Client (Self), or Parent/guardian or Other if you're signing for someone else), look over the preview, and click Save signature. Then click Sign & submit. Your signature is recorded with the date and time, and with the internet (IP) address of the device you signed on, the way electronic signatures are usually recorded. The document is saved exactly as it read when you signed it. In the phone app, type your name in the Sign here box and tap Agree & sign.

The Demographics form comes pre-filled with whatever your practice already has on file — just correct or complete it and submit. Your practice's records update automatically.

Adding a card — if your practice requests a payment method, it appears as a checklist item like any other. Click it, enter your card details, and click Add Card; your card is stored securely by our payment processor. It doesn't have to be done first or last — complete it whenever suits you, or add a card later under Billing (see Paying for Your Care).

When everything is done, the page shows All assigned forms are completed — you're set for your first appointment. Your completed items stay in the checklist; click any of them to view what you submitted.

Files from your practice, and sending files back​

Your practice may also send you things to read or keep — practice policies, letters, or other documents to review appear in the checklist like any other item; click one to view it.

Below the checklist, under Files:

  • From your practice — files your practice has shared for you to download or print (it appears once they've shared something). If one needs to be filled out or signed on paper, send the completed copy back through My Uploads.
  • My Uploads — click Upload File to send your practice an insurance card, a referral letter, or records from a previous provider (PDF, image, Word, audio, or CSV, up to 50MB). Your practice sees these in your chart.

Good to know​

  • In couples or family care, your forms are private to you. Your partner signs in with their own account and has their own set of forms.
  • Completing forms for your child? Sign in with your own account — see Managing Care for Your Child.
  • A form won't open? Contact your practice — they can re-send it.