---
title: What if my client hasn't completed my form before their appointment?
description: "What to do when a client has not completed your form before their appointment: fill it in together from their client file."
image: https://help.healthbank.io/hubfs/Help%20article%20graphics/Home/help-centre-share.png
---

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2. [Forms](https://help.healthbank.io/forms?hsLang=en)

October 16, 2026

# What if my client hasn't completed my form before their appointment?

## Open the form from your client's file and fill in the answers together during the appointment.

If your client hasn't completed your form, you can fill it in with them during the appointment.

1. Go to **Clients**, select the client you wish to access.
2. Click **Forms** on the client's profile.
3. If a form has not been filled out, it will show 0 / X questions answered.  
   ![Screenshot 2026-10-16 at 12.08.04 pm](https://help.healthbank.io/hs-fs/hubfs/Screenshot%202026-10-16%20at%2012.08.04%20pm.png?width=530&height=219&name=Screenshot%202026-10-16%20at%2012.08.04%20pm.png)
4. Click on the form
5. You can answer the questions in the form on your client's behalf. Each answer is automatically saved.

 

[Go to Clients in HealthBank →](https://dashboard.healthbank.io/app/clients)

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