Form & Packet Features
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | |
| HIPAA Compliant FormsSetup secure HIPAA compliant online forms. All patient data is encrypted in transit and at rest. A BAA is included with your service. | Unlimited | Unlimited | Unlimited | Unlimited |
| PacketsA packet is a container of forms that you send to a recipient to complete. Add an unlimited amount of HIPAA compliant forms into your form packets. | 10 | Unlimited | Unlimited | Unlimited |
| Synced FormsSync forms between multiple packets. Update your synced form once to reflect across all packets. | 10 | Unlimited | Unlimited | Unlimited |
| Mobile-Friendly FormsGive your patients the freedom to sign your forms with any device, anywhere. Your form will work on all devices and can be completed from a phone, tablet, or computer. | ||||
| Appointment RemindersAlways get completed forms before the appointment, send automated text message and email appointment reminders. | ||||
| Progress TrackingTrack the progress of your clients. See when clients open your forms, view their saved progress, and send reminders to ensure you always get completed forms before the appointment. | ||||
| Required FieldsNever get an incomplete form again. Setup required fields on your form to always collect the information you need. | ||||
| Attach Card PhotosHave your patient take a picture of their insurance or photo ID to submit to you. Stop scanning cards during the appointment. | ||||
| Conditional Logic FieldsStreamline your forms by only showing fields relevant to what the patient selects. Hide questions that do not apply to all patients. | ||||
| Autocomplete FormsHave your patient complete fields once to have them autocomplete through out the rest of your forms. Prevent patients from filling out the same information multiple times. | ||||
| Electronic SignaturesCollect signatures before the appointment, have your patients e-sign and submit from their phone, tablet, or computer. | ||||
| Drawings and DiagramsAllow your patients to draw on an image or diagram in your form to mark areas of pain or parts of the body that may need treatment. | ||||
| Text Message InvitationsSend your forms over text message to have patients securely complete and sign from their phone. | ||||
| Email InvitationsSend your forms over email to have patients securely complete and sign from their phone, tablet, or computer. | ||||
| QR CodesGenerate a QR code for each packet of forms. | ||||
| Embed Forms on WebsiteEmbed and link your forms directly on your website for a seamless experience for your patients. | ||||
| Tablet/iPad FormsLoad your forms on a tablet, iPad, or online kiosk and have patients complete your forms in person. | ||||
| Drag and Drop BuilderEasily update your forms by dragging and dropping new fields into place. Simply customize your form for your specific needs, no coding required. | ||||
| Template LibrarySetup templated forms for your type of business. Personalize your templates and make them your own with your logo, brand and styling. | ||||
| Custom BrandingCreate a seamless experience for your patients, add your logo, brand, and styling. | ||||
| Custom Thank You PageDirect patients to a custom page after they complete your forms. | Save and Continue LaterAllow patients to save their progress on larger forms and packets. Patients will be able to resume where they left off and finish completing your forms at a later time. | |||
| File Attachment UploadWith file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission. | ||||
| Resend FormsResend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed. | ||||
| PDF ExportAll form submissions can easily be exported to PDF. | ||||
| CSV ExportAll form submissions can easily be exported to CSV. | ||||
| Form AnalyticsTrack and analyze how patients complete your HIPAA compliant forms online. |
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Document Signing
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | HIPAA Compliant DocumentsCreate an unlimited amount of HIPAA compliant documents. All patient data is encrypted in transit and at rest. A BAA is included with your service. | Unlimited | Unlimited | Unlimited | Unlimited |
| Document TemplatesCreate reusable document templates that can be quickly sent to signers. | 10 | Unlimited | Unlimited | Unlimited |
| Use Existing PDFsNo need to recreate your documents, simply upload your existing PDF and drop field elements on your documents. Send to multiple recipients to collect signatures. | ||||
| Electronic SignaturesCollect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer. | ||||
| Multiple SignersSend to an unlimited amount of signers for a single document, set the signing order. | ||||
| Basic FieldsAdd text fields, drop downs, check boxes, dates, and electronic signatures to your documents. | ||||
| Real-Time Audit TrailDocuments have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked. | ||||
| Email NotificationsNotifiy your recipients via email. Get email notifications as each recipient signs your documents. | ||||
| RemindersSend reminders to ensure all recipients sign your documents. | ||||
| Export to PDFQuickly export signed documents to a PDF. |
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Team Management
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | |
| UsersInvite your team to your account and grant permissions to the exact features each user needs. | 5 | 10 | 30 | 100 |
| TeamsSegment your workflow with teams. | 1 | 1 | 3 | 10 |
| User PermissionsLock down assistant user accounts and give them read-only access, or give them full administrative controls. | ||||
| Team PermissionsShare multiple account access between team administrators in your network. | ||||
| Shared Packets & RecordsShare packets and records between team accounts in your network. | ||||
| Organization ManagerMaster adminstrator that has access to all accounts in your network. | ||||
| Single Sign OnUse one account to sign into team child accounts in your network. |
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Compliance & Security
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | HIPAA ComplianceAll patient form submissions are encrypted in transit and rest. A Business Associate Agreement is included with your service. |
| GDPRGDPR compliance is available for our EU zoned customers. | ||||
| SOC 2 Type IIFormDr has completed external audit and has been granted SOC 2 Type II compliance, audit available upon request. | ||||
| SMS & Email AuthenticationSetup two-factor authentication and configure trusted devices for users. | ||||
| Access & Audit LogsKeep a detailed record of your account and export your history as a CSV Excel file or Google Sheet. Quickly export every event from your account; or, select a date range or user’s history to export. | ||||
| Encrypted ePHIAll PHI is encrypted in transit and at rest—while being submitted back to your account and at rest in our database. Protect sensitive data with fully encrypted patient submissions. | ||||
| Submission HistoryForm submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked. |
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Usage
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | Submission StorageTotal form submissions you can store in your account. | Unlimited | Unlimited | Unlimited | Unlimited |
| Monthly SubmissionsTotal form submissions per month. Each packet submission counts as 1. | 500 | 2,500 | 5,000 | 25,000 |
| Monthly SignersTotal recipients who can sign your documents each month | 500 | 2,500 | 5,000 | 25,000 |
| SpaceTotal available space on your account to store images and files. | 5 GB | 50 GB | 100 GB | 500 GB |
| Form ViewsThe number times your forms and packets can be viewed each month. | 1,000 | 5,000 | 10,000 | 500,000 |
| SMS InvitesTotal text message invite allocation for the month. | 250 | 1,000 | 2,500 | 10,000 |
| Email InvitesTotal email invite allocation for the month. | 250 | 1,000 | 2,500 | 10,000 |
| PDF ExportsTotal PDF export allocation for the month. | 250 | 1,000 | 2,500 | 10,000 |
| CSV ExportsTotal individual CSV export allocation for the month. Does not include bulk export. | 250 | 1,000 | 2,500 | 10,000 |
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Integrations & APIs
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | EMR/EHRShare patient data back and forth from FormDr to common EMR systems seamlessly with EHR Integrations. |
| Open APIAutomatically send patient data to a designated location in another program. Share data between FormDr and your application. | ||||
| HL7Automatically send patient data in an HL7 format, common interoperability format for your EHR/EMR. | ||||
| SchedulingIntegrate with popular scheduling and calendar tools. | ||||
| PaymentIntegrate with popular payment processing applications. | ||||
| ExportIntegrate with popular data storage and exporting applications. |
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Support & Service
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | Product GuideSearch our extensive guide to find the answers you need. |
| Email SupportOur friendly support team is available to help you via email during normal business hours. | ||||
| Onboarding WebinarSchedule a live onboarding webinar to get started using your account. | ||||
| Form Building WebinarSchedule a live form building webinar to learn how to build and manage your forms. | ||||
| File ConversionsWe convert your paper forms into online forms for a nominal fee. | ||||
| Form RevisionsWe revise your forms to your exact specifications. | ||||
| Phone SupportSchedule a call with our support team to get the training and answers you need. |
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Truncated Features
| Most Popular | ||||
| Business | Platform | Teams | Enterprise | |
| HIPAA Compliant FormsSetup secure HIPAA compliant online forms. All patient data is encrypted in transit and at rest. A BAA is included with your service. | Unlimited | Unlimited | Unlimited | Unlimited |
| PacketsA packet is a container of forms that you send to a recipient to complete. Add an unlimited amount of HIPAA compliant forms into your form packets. | 10 | Unlimited | Unlimited | Unlimited |
| Synced FormsSync forms between multiple packets. Update your synced form once to reflect across all packets. | 10 | Unlimited | Unlimited | Unlimited |
| Mobile-Friendly FormsGive your patients the freedom to sign your forms with any device, anywhere. Your form will work on all devices and can be completed from a phone, tablet, or computer. | ||||
| Appointment RemindersAlways get completed forms before the appointment, send automated text message and email appointment reminders. | ||||
| Progress TrackingTrack the progress of your clients. See when clients open your forms, view their saved progress, and send reminders to ensure you always get completed forms before the appointment. | ||||
| Required FieldsNever get an incomplete form again. Setup required fields on your form to always collect the information you need. | ||||
| Attach Card PhotosHave your patient take a picture of their insurance or photo ID to submit to you. Stop scanning cards during the appointment. | ||||
| Conditional Logic FieldsStreamline your forms by only showing fields relevant to what the patient selects. Hide questions that do not apply to all patients. | ||||
| Autocomplete FormsHave your patient complete fields once to have them autocomplete through out the rest of your forms. Prevent patients from filling out the same information multiple times. | ||||
| Electronic SignaturesCollect signatures before the appointment, have your patients e-sign and submit from their phone, tablet, or computer. | ||||
| Drawings and DiagramsAllow your patients to draw on an image or diagram in your form to mark areas of pain or parts of the body that may need treatment. | ||||
| Text Message InvitationsSend your forms over text message to have patients securely complete and sign from their phone. | ||||
| Email InvitationsSend your forms over email to have patients securely complete and sign from their phone, tablet, or computer. | ||||
| QR CodesGenerate a QR code for each packet of forms. | ||||
| Embed Forms on WebsiteEmbed and link your forms directly on your website for a seamless experience for your patients. | ||||
| Tablet/iPad FormsLoad your forms on a tablet, iPad, or online kiosk and have patients complete your forms in person. | ||||
| Drag and Drop BuilderEasily update your forms by dragging and dropping new fields into place. Simply customize your form for your specific needs, no coding required. | ||||
| Template LibrarySetup templated forms for your type of business. Personalize your templates and make them your own with your logo, brand and styling. | ||||
| Custom BrandingCreate a seamless experience for your patients, add your logo, brand, and styling. | ||||
| Custom Thank You PageDirect patients to a custom page after they complete your forms. | Save and Continue LaterAllow patients to save their progress on larger forms and packets. Patients will be able to resume where they left off and finish completing your forms at a later time. | |||
| File Attachment UploadWith file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission. | ||||
| Resend FormsResend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed. | ||||
| PDF ExportAll form submissions can easily be exported to PDF. | ||||
| CSV ExportAll form submissions can easily be exported to CSV. | ||||
| Form AnalyticsTrack and analyze how patients complete your HIPAA compliant forms online. | ||||
| HIPAA Compliant DocumentsCreate an unlimited amount of HIPAA compliant documents. All patient data is encrypted in transit and at rest. A BAA is included with your service. | Unlimited | Unlimited | Unlimited | Unlimited |
| Document TemplatesCreate reusable document templates that can be quickly sent to signers. | 10 | Unlimited | Unlimited | Unlimited |
| Use Existing PDFsNo need to recreate your documents, simply upload your existing PDF and drop field elements on your documents. Send to multiple recipients to collect signatures. | ||||
| Electronic SignaturesCollect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer. | ||||
| Multiple SignersSend to an unlimited amount of signers for a single document, set the signing order. | ||||
| Basic FieldsAdd text fields, drop downs, check boxes, dates, and electronic signatures to your documents. | ||||
| Real-Time Audit TrailDocuments have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked. | ||||
| Email NotificationsNotifiy your recipients via email. Get email notifications as each recipient signs your documents. | ||||
| RemindersSend reminders to ensure all recipients sign your documents. | ||||
| Export to PDFQuickly export signed documents to a PDF. | ||||
| UsersInvite your team to your account and grant permissions to the exact features each user needs. | 5 | 10 | 30 | 100 |
| TeamsSegment your workflow with teams. | 1 | 1 | 3 | 10 |
| User PermissionsLock down assistant user accounts and give them read-only access, or give them full administrative controls. | ||||
| Group PermissionsShare multiple account access between group administrators in your network. | ||||
| Shared Packets & RecordsShare packets and records between group accounts in your network. | ||||
| Organization ManagerMaster adminstrator that has access to all accounts in your network. | ||||
| Single Sign OnUse one account to sign into group child accounts in your network. | ||||
| HIPAA ComplianceAll patient form submissions are encrypted in transit and rest. A Business Associate Agreement is included with your service. | ||||
| GDPRGDPR compliance is available for our EU zoned customers. | ||||
| SOC 2 Type IIFormDr has completed external audit and has been granted SOC 2 Type II compliance, audit available upon request. | ||||
| SMS & Email AuthenticationSetup two-factor authentication and configure trusted devices for users. | ||||
| Access & Audit LogsKeep a detailed record of your account and export your history as a CSV Excel file or Google Sheet. Quickly export every event from your account; or, select a date range or user’s history to export. | ||||
| Encrypted ePHIAll PHI is encrypted in transit and at rest—while being submitted back to your account and at rest in our database. Protect sensitive data with fully encrypted patient submissions. | ||||
| Submission HistoryForm submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked. | ||||
| Submission StorageTotal form submissions you can store in your account. | Unlimited | Unlimited | Unlimited | Unlimited |
| Monthly SubmissionsTotal form submissions per month. Each packet submission counts as 1. | 500 | 5,000 | 5,000 | 5,000 |
| Monthly SignersTotal recipients who can sign your documents each month | 500 | 5,000 | 5,000 | 5,000 |
| SpaceTotal available space on your account to store images and files. | 5 GB | 100 GB | 100 GB | 100 GB |
| Form ViewsThe number times your forms and packets can be viewed each month. | 1,000 | 10,000 | 10,000 | 10,000 |
| SMS InvitesTotal text message invite allocation for the month. | 250 | 2,500 | 2,500 | 2,500 |
| Email InvitesTotal email invite allocation for the month. | 250 | 2,500 | 2,500 | 2,500 |
| PDF ExportsTotal PDF export allocation for the month. | 250 | 2,500 | 2,500 | 2,500 |
| CSV ExportsTotal individual CSV export allocation for the month. Does not include bulk export. | 50 | 2,500 | 2,500 | 2,500 |
| EMR/EHRShare patient data back and forth from FormDr to common EMR systems seamlessly with EHR Integrations. | ||||
| Open APIAutomatically send patient data to a designated location in another program. Share data between FormDr and your application. | ||||
| HL7Automatically send patient data in an HL7 format, common interoperability format for your EHR/EMR. | ||||
| SchedulingIntegrate with popular scheduling and calendar tools. | ||||
| PaymentIntegrate with popular payment processing applications. | ||||
| ExportIntegrate with popular data storage and exporting applications. | ||||
| Email SupportOur friendly support team is available to help you via email during normal business hours. | ||||
| Onboarding WebinarSchedule a live onboarding webinar to get started using your account. | ||||
| Form Building WebinarSchedule a live form building webinar to learn how to build and manage your forms. | ||||
| File ConversionsWe convert your paper forms into online forms for a nominal fee. | ||||
| Form RevisionsWe revise your forms to your exact specifications. | ||||
| Phone SupportSchedule a call with our support team to get the training and answers you need. |