LOG INTO THE APEX DATA APP

1. Log into the Apex Data App using your email address and password if it is your first time using the App on the device. If you have used this device before, select your email address and enter your six-digit PIN.

CREATE A NEW CLIENT RECORD

2. Click the Start a Form button on the left.

3. Select the forms you wish to administer and click Next.

4. Select the client who will be completing the form.

   1. If it is an existing client, use the search field to find them and click on their name.

   2. If it is a new client, click on Create Client at the bottom of the screen, enter the client’s information, and click Next.

5. Confirm that the form and client information are correct and click Administer Forms.

6. Click Confirm.

The device is now locked for form administration and is safe to be passed to the client. Please hand the device to your client so that they may complete the survey.