Form Submission - Fillable - Step by Step
This article walks you through filling out your health forms using the HealthForms.io Form Fill Wizard. The first screen gives you an overview of the submission process, broken down into four steps:
- Fill Out Form - Complete the form fields online.
- Doctor's Signature - Download the form, have the doctor sign the form, and upload the signed form.
- Insurance Card - Provide your insurance card information.
- Review & Submit - Review your submission and submit for processing.
By clicking on the Continue button, users are redirected to the form.
Step 1 - Fill the Form Fields
Users are directed to the HealthForms.io template. The form is easily editable, and the necessary information is highlighted. Users can increase or decrease the file size using the - or + sign next to the page numbers, or by scrolling the percentage to the desired setting (highlighted in red in the image below). Use the scroll arrows/bar at the side of the page to complete the pages and input the information. Users can access the sidebar to send any form
related questions.
Make sure to save the template draft using either the Save Draft or Save & Continue buttons at the bottom, right of the screen. Download the Form
After filling in and saving the form in Step 1, users can download it for the doctor's signature. Forms require the doctor's signature to be considered valid, authenticated and legally binding. The doctor's signature turns the document into an authoritative record that confirms medical necessity, authorizes care, and ensures compliance. Health forms may be rejected without the required information and signature.
There are two downloads available with HealthForms.io - the filled form and the filled for with the fax coversheet. Users can Save & Close or Continue to the next step.
Step 2 - Upload the Doctor's Signature
This step is required only if the form requires an ink signature, such as a doctor's signature.
After the doctor has signed the form, the form needs to be uploaded to HealthForms.io for authentication and compliance. There is a link at the center of the page: Upload (Max 15MB). Only the form page requested is needed. Forms can be uploaded as PDF, PNG, and JPEG.
Step 3 - Insurance Cards
This step is required only if the form requires a copy of your insurance card.
Insurance card copies need to be copied and uploaded. If the user does not have insurance, select the square under the Insurance Card title to state the user does not have insurance.
List the insurance provider name and policy number. The image for the front and back of the insurance card much be uploaded to its designated section. Image format supports: JPG, PNG, SVG, WebP, and BMP.
Step 4 - Review Submission
Users should review their submission pages.
If a form date is required, please enter the requested form date in the right sidebar.
Step 5 - Submit Forms
Once the forms have been submitted, a final notice will pop up stating that the forms have been submitted successfully. The information on the screen should match the user's information. Users can download a copy for their records or return to the user's session page.
The forms will be reviewed by the session team. You will be notified of any corrections needed via email notification.
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