How Patients Complete Forms

This article explains what happens after you send a form and what your patients experience when filling it out. Understanding this flow helps you set the right expectations and avoid incomplete submissions.

How patients receive a form

Once you send a form, the patient receives a link at their registered email address. They can also access the form from the patient app.

When tapped, the form opens in an external browser link. There’s nothing to download, and forms can be completed on a phone, tablet, or computer.

The layout automatically adjusts to the screen size for comfortable reading and navigation.

Screen showing a list of assigned forms under the heading “Check out what’s been shared with you.” Each form (GAD-7 Score for Generalized Anxiety Disorder, Intake, PHQ9, and Total Wellness Membership Agreement) is labeled “Pending submission” with a right arrow indicating it can be opened.

Forms are not pre-filled

Since the form is accessed through a link and anyone with that link can open it, forms are not automatically pre-filled with patient data in order to protect their information.

Even if you already have information in the patient chart (name, DOB, address, etc.), the form will appear blank.

Saving and submitting

Patients must complete and submit the form in one sitting as progress is not saved.

If the patient closes the tab, refreshes the page, or leaves before submitting:

All entered information is lost
They will need to start over

Once the form is submitted, they will see a confirmation screen letting them know it was sent successfully:

After submission, patients cannot edit their responses unless you send a new form.

Patient App

Any forms that are still pending will appear on the home screen of the patient app for easy access.

Patients can also find their forms under the Forms tab, where they will see a list of forms that are already submitted as well as any that are still pending.

Where you see completed forms

Once submitted, completed forms are available in the patient’s chart under Forms. You can open the submission to review all responses and any attached files.

Tips for smoother completion

To improve completion rates:

Keep forms focused and concise
Only mark fields as required when truly necessary
Add clear descriptions when extra context helps
Test the form yourself before assigning it

If a patient reports they can’t find their form, confirm that:

The form was sent to the correct email address
They are using the most recent link
The form hasn’t expired (if expiration rules are enabled)
They completed and submitted it fully

By understanding the patient experience, you can design forms that are easier to complete and faster to review — saving time for both your team and your patients.