
Maximize every patient interaction with FormDr’s Patient Opportunity Pipeline. This powerful tool helps healthcare providers track, manage, and nurture potential patients from initial inquiry to scheduled appointment. No more lost leads or missed follow-ups—keep your pipeline organized and ensure every patient receives timely, personalized communication that moves them closer to care.
Patients exploring healthcare options often need guidance before booking an appointment. FormDr’s Opportunity Pipeline tracks the patient’s status ensuring no opportunity slips through the cracks. Whether responding to new patient inquiries, treatment requests, or insurance verification, your team can engage patients at the right time, increasing conversions and boosting retention.


Understanding patient behavior is key to expanding your practice. FormDr’s Patient Opportunity Pipeline provides real-time analytics and tracking, helping you identify trends, measure conversion rates, and optimize outreach strategies. Gain a clear view of your patient acquisition process and make data-driven decisions that improve efficiency and drive growth.

FormDr gives your business everything needed to easily connect with and engage your patients. We help practices who:
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.
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.
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.
Improve engagement and efficiency with real-time, HIPAA-compliant messaging. FormDr’s secure messaging platform enables real-time communication between healthcare providers and patients.