Opportunity Pipelines

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.
HIPAA Compliant Opportunity Pipelines
HIPAA Compliant Opportunity Pipelines

Convert More Leads into Recurring Patients

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.

Streamline Patient Acquisition with Custom Opportunity Pipelines

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.

HIPAA Compliant Opportunity Pipelines

Unify Patient Engagement With a Centralized Platform

  • Centralized Communication Inbox
  • Online Scheduling
  • Appointment Reminders
  • HIPAA Compliant Forms
  • Two-Way Texting
  • Mass Messaging
  • VoIP Phones
  • CRM for Healthcare
  • Care Opportunity Pipelines
  • Workflow Automation Builder
  • Electronic Signatures
  • Custom Reporting
  • EHR Integration Syncing
  • Mobile-Friendly Forms
  • Insurance Card Collection
  • Team Management
  • API, HL7, FHIR & Webhook
  • Embed Tools on Your Site
  • Phone & Email Support
  • Signed BAA Included
HIPAA Compliant Opportunity Pipelines

Gain Real-Time Insights to Optimize Your Growth

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.

Keep Your Team Aligned and Organized

Collaboration is crucial when managing patient opportunities. With FormDr’s Opportunity Pipeline, your team can easily assign leads, track progress, and ensure every patient receives the attention they need. No more scattered notes or missed follow-ups—just a streamlined workflow that keeps your practice running smoothly and your patients engaged.
HIPAA Compliant Opportunity Pipelines

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.
Encrypted PHI

Encrypted PHI ePHI

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.

Automated Bulk Export

SFTP Automated Bulk Export

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.

White Labeled HIPAA Compliant Forms

White Labeled Accounts

Have your account match your company branding with FormDr White Labeled Enterprise. Create a customized, branded look without having to build your own HIPAA compliant online form software.

HIPAA Compliant Online Intake Form Packets

Intake Form Packets

Combine multiple pages into an online form packet. Have your patients fill out their medical history, consent to treat, and demographics all in one new patient intake form packet.