Send a custom text message (SMS) and email invitation to your clients to complete your forms. Give clients the option to fill out your forms from any device, anywhere.
Have your client take a picture of their insurance or ID card. Clients will automatically upload a photo of their information, so you can verify it before the appointment.
Track your clients progress as they fill out your forms. See which clients still owe you information. Send push reminders to clients to ensure that you always get completed forms before the appointment.
Only show information that is relevant to the client with ‘Conditional Logic Fields’. Make it simple for your clients to complete your forms and Improve the accuracy of the data you receive with conditional logic.
Always get the information you need with required fields. Clients can only submit when they complete all of the required fields. Never receive an incomplete form again.
Have your clients enter information once and have it autofill through out your form. Automatically populate data into fields and paragraphs of text.
Schedule automatic reminders to your clients to complete your forms before their appointment. Get more completed forms online before the scheduled appointment.
Have clients digitally sign their name online. Collect client signatures online before the appointment.
Invite unlimited assistant users to your account. Empower your staff by giving access to exactly what they need.
Take notes on clients and upload files to their record. Track client history and automatically update demographic information. Store and simplify client forms with FormDr records.
FormDr gives your business everything needed to easily send and receive HIPAA-compliant forms online. We help businesses who:
Call us to learn more (800) 578-4202