HIPAA Compliant
Workflow Automation

Streamline operations with Workflow Automation, reducing manual tasks and ensuring seamless patient communication and follow-ups.
HIPAA Compliant Workflow Automation
HIPAA Compliant Workflow Automation

Build Custom Workflows with Ease—No Coding Required

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.

Automate Tasks and Improve Efficiency

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.

HIPAA Compliant Workflow Automation

Unify Patient Engagement With a Centralized Platform

  • Centralized Platform Inbox
  • Online Scheduling
  • Appointment Reminders
  • Online Intake Forms
  • Two-Way Texting
  • Mass Messaging
  • CRM for Healthcare
  • Care Opportunity Pipelines
  • Workflow Automation Builder
  • Electronic Signatures
  • Custom Reporting
  • EHR Integration Syncing
  • Mobile-Friendly Forms
  • Insurance Card Collection
  • Team Management
HIPAA Compliant Workflow Automation

Customize and Adapt Workflows to Fit Your Practice

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.

Secure, Scalable, and HIPAA-Compliant

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.

HIPAA Compliant Workflow Automation

Book a Free Consultation

Schedule a consultation with us to learn more

FormDr gives your business everything needed to easily connect with and engage your patients. We help practices who:

  • Are needing to streamline patient engagement and practice management
  • Are printing paper forms or sending a PDF or Word Doc for patients to complete
  • Are manually scheduling appointments and follow ups with patients over phone
  • Are being asked by patients to text as their preferred form of communication

Discover More Features

Setup HIPAA compliant online forms. Streamline your process of collecting information from patients.
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.

HIPAA Compliant Submission Audit Logs

Submission Audit Logs

Form submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked.

HIPAA Compliant Document Signing

HIPAA Compliant Document Signing

Securely send HIPAA complaint documents to collect electronic signatures. Receive completed PDF documents, electronically signed, before the appointment.

HIPAA Compliant Forms Dedicated Server

Dedicated Servers

Host your HIPAA compliant online forms and PHI on a dedicated server with a FormDr White Label Enterprise account. Keep your patient’s data secure while collecting form submissions with any device, anywhere, at any time.