When your practitioner sends you a questionnaire, you’ll get an email. You can either log in to the client portal or use the secure link in the email to open and fill it out — no login required if you use the secure link.
Article Table of Contents
Access the Questionnaire
Open the email from your practitioner or log in to the client portal.
In the email, choose:
Fill out securely — opens in a new tab (no login needed), or
Log in and submit — takes you to the portal login.
If you choose Log in and submit:
Click View questionnaire to get started.
If you chose Fill out Securely:
Read the description and click Done to start filling it out.
Fill Out the Questionnaire
When the questionnaire opens, choose:
Pre-fill — auto-fills available fields from your client record.
Fill out manually — enter all answers yourself.
If you used Pre-fill, edit any field as needed by clicking the (x) next to it and manually typing in an answer.
You can switch between Pre-fill and manual at any time by clicking the Add Responses or Remove Responses button at the top of the page.
Add Responses will display if you have not used the pre-fill option yet.
Remove Responses allows you to undo pre-filled responses.
Use Next in the bottom-right to move through pages, or select sections from the left-side menu.
Each page may offer Pre-fill if data is available; otherwise, fill it in manually.
Save or Submit
Click Save (upper right) to save progress and finish later.
Click Submit (upper right) to send the questionnaire to your practitioner.
Need help?
Contact your practitioner if you need assistance or have any questions.