Clinical forms: Step-by-step instructions for Suppliers

This guide explains how you, as a Supplier, complete a Clinical form when one has been attached to a job you're delivering.

New to Clinical Forms? For an overview, you can start with our Clinical forms article.

Unsure about a term? See the Clinical forms: Glossary of terms.

Before you start

You'll only ever see a form when your customer has attached it to a job as a must-do.
You can't start a form on your own - there's no "submit a form" option for suppliers.
You'll complete forms in the Supplier Portal or through a secure check-out link your customer sends you.

Completing a form attached to a job

In the Supplier Portal, open the relevant job. You'll see the must-do listed, with its title, description, and the form to complete (shown as incomplete).
Once the work is done, select Checkout.
You'll be presented with the form first - select Complete this form and answer the required questions, then submit.
Add any comments if needed.
If the must-do supports attachments, you can attach supporting files or photos - choose the file to upload, or use Clear to remove one.
Select Finalise, allow your location if prompted, add any notes and the date, and confirm completion.

The job is now complete.

Good to know

Some fields calculate automatically, and some questions only appear based on earlier answers.
If a required field is missing, you'll be told what needs fixing before you can finish.
Your answers are saved against the job, and your customer sees the response on their side.

What happens next?

The completed form is recorded against the Member for your customer's care team, via a must-do ticket.
Your customer is notified that the must-do has been completed and can review it before marking it done.

Troubleshooting

I can't find a form to fill in

Suppliers can only complete forms attached to a job as a must-do. If you were expecting one, contact your customer.

I can't finish check-out

Check for any required fields flagged as incomplete.

I finished the job but can't finalise checkout

A form attached as a must-do has to be completed before you can finalise. Check the must-do isn't still showing as incomplete, and that any required fields in the form have been filled in.

I need to attach a photo or document but there's no option to

File attachments are only available if your customer enabled them for that must-do. If you were expecting to attach something and can't, contact your customer.

Can I go back and change my answers after finalising?

No - once you've finalised checkout, the response is submitted to your customer. If something needs correcting, contact your customer so their care team can update it on their side.

Still need help?

If you're still experiencing issues, please contact our Support Team and include:

Screenshots (if possible)
The Member's name/email
The exact steps taken
Any error messages received