How to Submit a Form to Your Practitioner

If your practitioner has sent you a form for completion, you can submit your form in two ways.

Complete and submit your form through the Client Portal.

If you have access to the Client Portal, you can access your new forms by clicking on the form under the Pending Forms banner or My Resources> Forms and selecting the form that you want to work on.

When you have filled in all the fields of your form and you are ready to submit it, click on the Save and Submit button on the bottom right of the screen.

If you need to step away from your form but you're not ready to submit it you can save your progress by clicking on the More Options button and selecting Save progress.

Complete and submit your form directly from your email

You also have the option of completing your forms directly from the Practice Better, forms notification emails. 

You can do this by clicking on the link to the form.