Say goodbye to complex, time-consuming processes. FormDr’s drag-and-drop workflow builder lets you create custom automation in minutes—no coding or technical expertise needed. Simply drag tasks, triggers, and actions into place to design seamless workflows that fit your practice’s needs. From patient onboarding to appointment reminders, streamline operations effortlessly.
Why waste time on repetitive tasks when you can automate them? With FormDr’s workflow builder, you can set up automated processes for scheduling, billing, follow-ups, and more. Reduce administrative workload, minimize human error, and ensure every step in your workflow is executed smoothly—so your team can focus on delivering top-quality patient care.
Every healthcare practice operates differently, which is why flexibility is key. FormDr’s drag-and-drop workflow builder allows you to tailor automation to match your unique needs. Whether you need multi-step approval processes, condition-based triggers, or seamless integrations with your existing systems, you have full control over how your workflows function.
Trust that your workflows are built with security in mind. FormDr’s workflow builder is fully HIPAA-compliant, ensuring that patient data remains protected while automating sensitive processes. Plus, as your practice grows, you can easily scale and modify workflows without disruption—keeping your operations efficient and compliant at all times.
FormDr gives your business everything needed to easily connect with and engage your patients. We help practices who:
Boost practice growth with Opportunity Pipelines, tracking patient leads, follow-ups, and conversions in one streamlined system. Stay organized and maximize revenue by managing every opportunity from first contact to scheduled appointment.
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.
Automatically send patient data to a designated location in another program. Share data between FormDr and the EMR or other applications used in the practice.
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.
