As a client, you can use the Client Portal Achieve Client App to view and complete your forms.
Desktop – Client Portal
On the top menu, click My Profile.
Click the Forms tab.
You may have to browse the list, use the Search option, or filter the list to find the form.
View or complete your forms:
To view a form:
Click the form name or the View the form button
to view the form.
To complete a form:
Click the form name or the Fill in the form button
to fill in the form.Fill out your answers in the required fields.
Click Save.
Headings on the forms page
Heading | Description |
Form Name | The name of the form the client completed. |
Source | The method through which the form was added to the client’s profile. The possible sources are:
Additional details about the source (like the service that was booked or the staff member who added the form) are also displayed. |
Added On | The date and time the form was added to the client profile. |
Status | The status of the form. The possible statuses are:
|
Completed On | The date on which the form was completed. |
IP Address | The IP address of the client who completed the form. |
Action | In the Action menu, you can click the View the form button to view a completed form or click the Fill in the form button to fill out an incomplete form. |
Mobile – Achieve Client App
Tap the My Profile tab.
Tap Forms.
View or complete your forms:
To view a form:
In the list of forms, tap the form you want to view. The form is displayed.
To complete a form:
In the list of forms, tap the form you want to complete.
Fill in the form as required.
Tap Submit. The form is completed.