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:
Form submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked.
Resend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed.
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.
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.
