
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:
Allow patients to save their progress on larger forms and packets. Patients will be able to resume where they left off and finish completing your forms at a later time.
Have your patient enter information once and have it autocomplete throughout your medical form online. Automatically populate PHI directly into additional fields and medical consent forms.
Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer.
Emailing new patient intake forms risks the interception of PHI. FormDr is HIPAA compliant, all patient data is encrypted in transit and rest. A Business Associate Agreement is included with your account.