
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.

FormDoctor gives your practice one HIPAA-compliant platform to collect forms, communicate with patients, and automate follow-up. We help practices who:
Skip two-factor authentication using Trusted Devices. Trusted Devices provides an extra layer of security for your FormDr account while saving time.
All 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.
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.
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.