Give clients a convenient new way to complete their health questionnaire
Helping clients complete their health information has become easier.
The new Online Health Questionnaire (OHQ) in the TAL Adviser Centre (TAC) gives your clients a convenient, secure digital option for completing their health and lifestyle questionnaire; while helping you keep applications progressing. Whether your clients prefer to work through questions with you, over the phone, or in their own time, OHQ gives you another way to support their needs.
More choice for your clients. More flexibility for you.
Every client prefers to engage differently. Some appreciate the guidance of completing questions alongside their adviser, while others value the flexibility of reviewing and responding to questions when it suits them.
With OHQ, clients can securely complete their health and lifestyle questionnaire online using a personalised link sent directly to them. This means they can work through their questions at a time and place that suits them, giving them the opportunity to have relevant information on hand and complete the questionnaire at a pace that works for them.
For advisers, OHQ can reduce the need to coordinate appointments or work through every question together, helping you move applications forward while still providing support when your clients need it.
Another option to support different client needs
OHQ is designed to complement how you already work.
You can continue using our tele-interview service or complete the questionnaire with your client during the application process. OHQ simply gives you another option, providing greater flexibility to support different client preferences, circumstances and ways of engaging.
Getting started
Start an application
Start an application in TAC and ensure your client's email address and mobile number are entered correctly.
These details are used to send their invitation email and set up their one-time passcode (OTP), so it's important to double-check them before submitting the application.
Select OHQ and submit
On the Client Interview Service screen, select Online Health Questionnaire.
Once the application is submitted, your client will receive a secure link to access their questionnaire.
Client link
Your client can complete their health and lifestyle questions online at a time that suits them.
Their progress is automatically saved, allowing them to return and continue later if needed.
Start using OHQ with your clients today
We've created a range of resources to help you and your clients get started:
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Watch the OHQ walkthrough video
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Explore the support page and FAQs
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Share the Client FAQs with your clients to help them understand what to expect and prepare for completing their questionnaire
Online Health Questionnaire walkthrough
Need help?
Contact your local TAL sales team or Adviser Solutions on 1300 286 937 (Monday to Friday 8.30am–7pm AEST).