Intake Form Packets

Combine multiple forms into an online form packet
HIPAA Compliant Online Intake Form Packet
HIPAA Compliant Online Intake Form Packets

Group Several Forms Together in an Online Intake Form Packet

Combine multiple pages into a single form packet. Have your patients fill out their medical history, consent to treat, demographics and more—all in one new patient packet. Streamline the way you collect new patient forms by setting up a packet of forms online.

Simplify What You Give to Your Patients

Combine your demographic, health history, consent to treat, and privacy practices forms all into a single online intake packet. Are you collecting the same information throughout several forms?

Enable autocomplete to have the patient’s name, date of birth, and more populate into all forms in the packet. Have your patient’s name displayed directly in your consent to treat agreement. Placing multiple forms in a packet expedites your intake process.

HIPAA Compliant Online Intake Form Packets

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HIPAA Compliant Online Intake Form Packets

Keep Your Patient Focused On One Form at a Time

Arrange your forms and have your patients complete your forms in the sequence you prefer. No more shuffling paper forms around and having patients fill out forms at different times.

Online form packets simplifies your intake process and makes it easy for your patients to focus on each form, while ensuring that you receive each one filled out completely. Streamline your process and simplify the collection of the information you need from your patients. With a form packet, you’ll collect demographic, health history, consent forms and more in a single online submission.

Asking the same question multiple times?

Autocomplete patient answers through out all forms.

Link your packet of forms together with autocomplete, give your patients the power to fill out their name once, and have it autocomplete on all forms in your intake form packet. Using autocomplete on your forms makes updating information a breeze, and reduces the amount of time that the patient spend completing your forms.

HIPAA Compliant Online Intake Form Packets
Schedule a consultation with us to learn more

FormDr gives your practice everything needed to easily send and receive HIPAA compliant forms online. We help practices who:

  • Are having patients fill out paper forms during the appointment
  • Are emailing patients a PDF or Word Doc to print out, fill out, scan, and send back
  • Are spending time manually printing and scanning paper forms

Discover More Form Features

Setup HIPAA compliant online forms, streamline your process of collecting information from patients.
  • Prefilled HIPAA Compliant Forms

    Prefilled Forms

    Send a prefilled contracts, agreements, and forms to have patients securely sign forms customized for them. Create financial contracts with pricing specific to the patient.

  • HIPAA Compliant Online Intake Form Packets

    Intake Form Packets

    Combine multiple pages into an online form packet. Have your patients fill out their medical history, consent to treat, and demographics all in one new patient intake form packet.

  • Text Message Form Invites

    Text Message Invitations

    Send a text message invitation to your patients to complete your forms. Give patients the freedom to sign and complete forms with any device, anywhere.

  • Export to Excel

    Export Form Submissions to Excel

    Export multiple patient forms into a Microsoft Excel compatible CSV file. Take control of your patient data with a bulk export, and import your complete patient forms into a database, excel spreadsheet, or EHR.

  • Mobile Friendly Forms

    Mobile-Friendly Forms

    Easily build fully-responsive medical forms online that allow your patients to sign and submit on any device, anywhere, at any time.

  • HIPAA Compliant Tablet Forms

    Forms on iPads or Tablets

    Give patients the option to sign and complete forms online with an iPad or tablet. Online forms work on all tablets and iPads.

  • Conditional Logic

    Conditional Logic Forms

    Only show information that is relevant to the patient with conditional logic forms. Make it simple for your patients to complete your forms and improve the accuracy of the data you receive with conditional logic.

  • Appointment Reminder

    Patient Appointment Reminder

    Schedule automatic reminders to your patients to complete your forms before their appointment. Get more completed forms online before the scheduled appointment.

  • Card Photo Uploads

    Card Photo Uploads

    Have your patient take a picture of their insurance and ID cards. New patients will automatically upload a photo of their card information, so you can verify it before the appointment.

  • Drawing and Diagrams

    Drawing and Diagrams

    Allow 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.

  • Form Analytics

    Form Analytics

    Analyze data, improve patient responses, learn from patient behavior and raise your conversion rate. FormDr is the only tool you require to understand the needs of your patients.

  • Embed Forms on Website

    Embed Forms on Website

    Embed your forms directly on your website for a seamless experience for your patients. Your forms are customized with your logo, brand, and styling to match your site. Embed on Wordpress, Wix, Squarespace, and many more.

  • HIPAA Compliant Online Intake Forms

    HIPAA Compliant Online Intake Forms

    Emailing new patient intake forms risks the interception of PHI. FormDr is HIPAA compliant, all patient data is encrypted in transit and rest. A Business Associate Agreement is included with your account.

  • HIPAA Compliant File Upload

    File Attachment Upload

    With file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission.

  • HIPAA Compliant Form Submissions

    HIPAA Compliant Form Submissions

    Patients sign and submit forms securely to your online account. Review and manage completed patient forms before the appointment.

  • Custom Logo and Branding

    Custom Logo, Brand, and Styling

    Add your logo to your forms and set the colors to match your brand. Pick the background of your forms, customize the gradient of your buttons, and select the field text color.

  • Automated Bulk Export

    SFTP Automated Bulk Export

    Generate a bulk export of patient submissions that will be saved as a CSV Excel file. Select your frequency, time of day to export, and which forms you would like to export submissions from.

  • User Management

    User Management

    Invite your team to your account and grant permissions to the exact features each user needs. Lock down assistant user accounts and give them read-only access, or give them full administrative controls.

  • Custom Thank You Page

    Custom Thank You Page

    Create your own custom ‘Thank You’ page to direct patients to upon completion of your forms. Forward them along to the next steps of your intake process.

  • HIPAA Compliant Form Builder

    HIPAA Compliant Form Builder

    Easily build HIPAA compliant online forms. No coding is required to create secure online intake forms for your patients. All patient form submissions are encrypted in transit and rest. A Business Associate Agreement is included with your service.

  • Required HIPAA Compliant Form Fields

    Required Form Fields

    Always get the information you need with required fields. Patients can only submit when they complete all of your required fields. Never receive an incomplete medical form again.

  • HIPAA Compliant Form Kiosk

    Kiosk Form Page

    Configure a HIPAA compliant form kiosk page to display new patient registration forms, consent forms, and more.

  • Export to PDF

    Export Form Submissions to PDF

    Quickly export complete patient forms to a PDF file. Save completed forms as a PDF to quickly attach patient records.

  • Email Invitation Forms

    Email Invitations

    Send an email invitation to your patients to complete your forms. Give patients the freedom to sign and complete forms with any device, anywhere.

  • Autocomplete HIPAA Compliant Forms

    Autocomplete Forms

    Have your patient enter information once and have it autocomplete throughout your medical form online. Automatically populate PHI directly into additional fields and medical consent forms.

  • HIPAA Compliant Electronic Signatures

    HIPAA Compliant Electronic Signatures

    Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer.

  • Save and Continue Later

    Save and Continue Later

    Allow 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.