Q: What is the Family Portal? A: The Family Portal is where participants (and their families) manage health forms for events such as camps, sports programs, and other activities. Log in at https://app.healthforms.io/portal to view required forms, submit them, and track their status.
Q: What is the Family Portal URL? A: https://app.healthforms.io/portal
Q: How do I get started with HealthForms.io as a participant? A: You'll receive an invitation email from the organization running your event. Click the link in the email, log in (or create an account), and follow the Invitation Wizard to link the invited person to your account. Once linked, the family member appears on your dashboard and you can see their required forms.
Q: How do I log out of the Family Portal? A: Click the hamburger menu icon in the top-right corner to open the side panel, then click "Logout."
Q: How do I access my user profile? A: Click the hamburger menu icon in the top-right corner, then click "My Profile" in the side panel. This opens your user account profile in a new tab.
Q: Where do I go if I need help? A: Visit the support center at https://support.healthforms.io to browse articles or open a support ticket.
Q: What is on the dashboard? A: The dashboard shows four stat cards (Total Forms, Required Forms Remaining, Rejected Forms, Overdue Forms), an Actions section listing any required actions (pending invitations or forms that need submitting), and a Family Members section showing all linked family members with their session and form progress.
Q: How do I know which forms still need to be submitted? A: Look at the "Actions" section on the dashboard. Each required form that hasn't been submitted appears as an action card with a "Fill Out" or "Upload" button. The "Required Forms Remaining" stat card at the top also gives a total count.
Q: What does "Rejected Forms" mean on the dashboard? A: The organization reviewed a form you submitted and rejected it — for example, because the form was incomplete, illegible, or expired. Go to the Actions section to find the rejected form and resubmit it.
Q: What are Overdue Forms? A: Required forms whose submission deadline has already passed. They appear in the "Overdue Forms" stat card and in the Actions section.
Q: What does the progress bar on a family member's card mean? A: The progress bar shows how many of the member's required forms have been submitted for their next upcoming session. When the bar is fully green, all required forms are complete.
Q: Why does a form action card show a red "Rejected" badge? A: The organization reviewed the submitted form and rejected it. Click the "Fill Out" or "Upload" button on the card to go through the submission wizard again with a corrected version.
Q: A form action card has an orange/yellow border — what does that mean? A: The form's deadline is within 7 days. Submit it soon to avoid it becoming overdue.
Q: I don't see any family members on the dashboard — what should I do? A: You likely haven't accepted any invitations yet. Look for a "Pending Invitations" action card, or open the side panel and check the Invitations accordion. If you have an invitation code from an email, go to the Invitation Wizard and enter it.
Q: How do I accept an invitation? A: Click the link in the invitation email to be taken directly to the portal, or log in and click the "Pending Invitations" action card on the dashboard. In the Invitation Wizard, enter your code (if not pre-filled), review the invitation details, select or create the family member profile, and click "Confirm & Continue."
Q: Where do I enter my invitation code? A: Go to https://app.healthforms.io/portal/invitations/wizard. On Step 1 (Enter Code), type the code from your invitation email into the field and click "Submit Code." The code auto-validates as you type.
Q: What format is the invitation code? A: The code consists of two letters followed by eight digits. Enter the letters and numbers from your invitation email into the code field in the Invitation Wizard — the field formats them automatically as you type.
Q: My invitation code shows an error — what do I do? A: Check the code carefully for typos. If it's correct but still shows an error, the invitation may have been revoked or already used. Contact the organization or visit https://support.healthforms.io.
Q: I have multiple invitations — do I have to enter a code for each one? A: Only if the invitations were sent to different email addresses. If all invitations were sent to your portal login email, they should all appear as pending in the Invitation Wizard's Overview step automatically.
Q: I accidentally skipped an invitation in the wizard — how do I go back? A: Skipped invitations stay pending on your dashboard. From the Dashboard, click the "Pending Invitations" action card and go through the wizard again to accept the skipped invitation.
Q: I linked an invitation to the wrong family member — can I fix it? A: Contact https://support.healthforms.io to request a correction. You cannot reassign an accepted invitation yourself.
Q: How do I view a family member's profile? A: Click their card on the Dashboard (or click their name anywhere in the portal). The profile shows their sessions, contact information, emergency contact, insurance information, and previously submitted forms.
Q: How do I edit a family member's contact information? A: Go to the family member's profile, scroll to the Personal Information section, and click Edit on the Contact card. Update the email address or phone number and save.
Q: How do I update emergency contact information? A: Go to the family member's profile, find the Emergency Contact card in the Personal Information section, and click Edit. Update the name, relationship, phone numbers, address, or alternate contact details.
Q: How do I update insurance information? A: Go to the family member's profile, find the Insurance Information card, and click Edit. Upload a new insurance card image or update the insurance company and policy number.
Q: How do I download a previously submitted form? A: Go to the family member's profile and scroll to the Submitted Forms section. Click the Download button on the form row to save a copy.
Q: I don't see a session I expect in the family member's profile. A: Click "Show More" to load additional sessions beyond the first 5. Past sessions are also listed. If the session is still missing, contact the organization that manages the event.
Q: How do I submit a health form for a session? A: On the Dashboard, click the family member's card, then click the session. Find the form card and click "Fill Out Form" or "Upload Form." Follow the step-by-step wizard to complete and submit the form.
Q: How do I know which forms are required? A: Each form card shows a "Required" badge (red) or "Optional" badge (grey). Required forms must be submitted before the session deadline.
Q: What is the difference between "Fill Out Form" and "Upload Form"? A: "Fill Out Form" lets you complete the form directly in the portal by typing into the PDF form fields. "Upload Form" requires you to scan or photograph a completed paper form and upload the file. The form's configuration determines which option (or both) is available.
Q: How do I fill out a form online? A: Click "Fill Out Form" on the form card to open the Form Submission Wizard. Go through the Instructions step, then fill in the PDF form fields on the Fill Out Form step. Click "Save & Continue" when done. Complete any remaining steps (doctor signature, insurance if required), then click Submit.
Q: How do I upload a scanned form? A: Click "Upload Form" on the form card to open the Form Submission Wizard. On the Upload Form step, attach your completed or scanned PDF or image file. Continue through remaining steps (insurance if required), then submit.
Q: Can I save my progress and come back later? A: Yes. On the Fill Out Form step, click "Save Draft" to save your entered values without submitting. On the Doctor Download step, click "Save & Close" to save your download status. Return to the session later and click the form's action button to resume.
Q: A form I submitted was rejected — what do I do? A: Click the action button on the rejected form card (on the Session Forms page or the Dashboard Actions section). Confirm the resubmission dialog, then go through the Form Submission Wizard again to submit a corrected version.
Q: What is a form packet? A: A form packet is a group of forms that must be submitted together in one combined flow. If your session uses packets, a packet card appears at the top of the Session Forms page. Click "Get Started" to complete all the forms in the packet at once.
Q: How do I download a blank copy of a form? A: On the Session Forms page, click the three-dot menu (⋮) in the top-right corner of the form card, then choose "Download Blank Form."
Q: A form requires a doctor's signature — what do I do? A: After filling out the form online, the wizard takes you to the "Doctor Download" step. Download the filled form, take it to your doctor for a signature, then upload the signed copy on the "Upload Signed Form" step. Alternatively, use the fax option so the doctor can fax the signed form directly to HealthForms.io.
Q: How does the fax option work for doctor signatures? A: On the Doctor Download step in the Form Submission Wizard, click "Download with Fax Coversheet." Alternatively, use "Download With Fax Cover Sheet" from the three-dot menu (⋮) on the form card before starting the wizard. Print and bring the PDF to the doctor's office — the cover sheet includes the fax number and instructions for faxing the signed form directly to HealthForms.io. Full instructions: https://support.healthforms.io/portal/en/kb/articles/faxing-health-forms
Q: I submitted a form for doctor signature but need to come back later — did I lose my progress? A: No. On the Doctor Download step, click "Save & Close" to save your progress and return to the session forms page. When you come back, click the form's action button to resume at the Upload Signed Form step.
Q: A form requires my insurance card — where do I add it? A: The Form Submission Wizard includes an Insurance Card step when the form requires it. If you already have insurance on file, you may be offered an option to use the existing card. Otherwise, add or update it during that step.
Q: How do I update insurance information that is already on file? A: Go to the family member's profile, find the Insurance Information card in the Personal Information section, and click Edit.
Q: How do I contact support? A: Visit https://support.healthforms.io to browse knowledge base articles or open a support ticket.
Q: Where can I find the Quick Start Guide? A: Click the hamburger menu icon in the top-right corner of any page to open the side panel. The Quick Start Guide is the first accordion section.
Q: What happens if my invitation code was automatically accepted? A: Some organizations configure invitations to be accepted automatically. When this happens, the Invitation Wizard detects it and processes the link without requiring you to manually select a family member. The wizard still shows the Summary step so you can confirm which invitations were accepted.
See the Glossary of Terms for definitions of terms used in HealthForms.io.