How to complete an intake form/digital form

Your practitioner may have sent you an intake form or other digital form to fill out. You can access and complete the form through the web portal or the mobile app. Outlined below are the steps to do this:

Web Portal

1. Log in to your portal with your email address and password - https://dashboard.healthbank.io/sign-in
2. Click on the "FORMS" tab on your dashboard. 
   
3. Click on the form you need to complete.
   
4. Click START.
   
5. You will also receive an email notification titled " [Practitioner Name] has shared an intake form with you", which will include the link to the form. You can click on this link and it will take you to login to your account and to your form.
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6. Answer the relevant fields and questions, and click Enter to progress to the next question.
7. When you complete the last question, click Enter and your form will save.
8. Once the form is saved, your practitioner will be notified that you have completed it.

Mobile App

1. Download the mobile app from your choice of store:
   1. Apple Store
   2. Google Play
2. Log in to the mobile app.
3. Under the Tasks heading, click on the Form.
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4. Once the form has opened, click Get started.
   
5. After you have completed a question, click Continue.
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6. When you have answered the last question, you will see a completion page. Click Back to dashboard to return to your dashboard.
   
7. Once you complete the form, your practitioner will be notified.