For clients

Forms

Complete or update intake forms in the portal.

Open Forms in the client portal. You only see forms assigned to your account at this clinic.

Update a form

Open the form, review the answers, and submit. You can update it again later. Changing answers saves a new completed copy; submitting with no changes keeps the previous one.

You may also receive a form link by email before a first visit. That link does not require the portal. If the clinic copies a new link later, the earlier one no longer opens the form. Ask the clinic to send the latest link.

Home highlights incomplete forms with an Update action.