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Review your client’s answers in the questionnaire itself, before you autofill forms or file anything. This page shows you where to find the questionnaire, how to spot what is missing, and what each question’s icons do. To ask the client to fix an answer, see Comments.

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Open a questionnaire

  1. Open the case and select the Forms tab.
  2. Select View Forms.
  3. Under Questionnaires, each person on the case has a row with their progress as a percentage. Select Open on the person you want to review.
The questionnaire opens with a panel on the left and the person’s answers on the right.

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Check each section’s status

The left panel lists every section under Questionnaires:
  • A green check means the section is complete.
  • An empty circle means the section still has a required question without a valid answer.
  • An amber alert icon means the section has a warning worth checking.
  • A number next to a section counts its questions with new comments.
Select a section to jump to it. Sections that still need answers open by default. Complete sections start closed.

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Show only what’s missing

  1. In the left panel, find the row of small icon buttons below the top button.
  2. Select the eye icon, Show Only Incomplete Questions. Hover over a button to see its name.
Only the sections and questions that still need an answer stay on the page. A red border marks the answer that is missing or not valid. The icon changes to a crossed-out eye while the view is on. Select it again to show every question. If nothing is missing, the page shows There are no error fields!
Treat the section status and this view as a guide, not as proof the questionnaire is ready to file. Some questions only appear after a certain answer, and a complete answer can still be wrong. Read the answers too.

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Use the icons on each question

Every question has a row of icons above it: Each section has its own eye icon next to its name, which hides or shows the whole section for your client. The eye icons don’t show while Review Mode is on.
Hiding a question only takes it off your client’s screen. Don’t use a hidden question for anything your client must not see. Keep that in the case’s Notes tab.

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Fix or follow up on an answer

  • If you know the right answer, type it in. Your change saves on its own, and the top bar shows All changes saved.
  • If only your client can give the answer, leave a comment on the question. See Comments.
  • To keep a note for your team only, use the case’s Notes tab. See Add Internal Notes.

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Review Mode

The Review Mode switch is in the left panel, below the icon buttons. Turning it on:
  • adds Approve and Request Changes buttons to each section and question;
  • replaces the autofill button at the top of the left panel with Submit Review, which emails your client every new comment in one message.
See Comments for how to send a review.

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Troubleshooting

Your client can’t see or edit the questionnaire. Check the client’s email address, whether you sent the invitation, and which family member the form is linked to. See Send Invitation. A question you expect is missing on your client’s side. Turn off Review Mode, then check that the question’s eye icon doesn’t show Hidden from client, and that its section isn’t hidden. A section stays incomplete after the client answered everything. Turn on Show Only Incomplete Questions to find the question with a red border. It may be a question that appeared because of another answer, or an answer in the wrong format.