
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:
Create administrative accounts by department, location, or clinic. Filter and segment your organization by setting up additional administrative users.
Automatically send FormDr data to Google Sheets for sorting, searching, and analytics. Use your electronically collected data to keep the practice running smoothly.
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.
Send a text message invitation to your patients to complete your forms. Give patients the freedom to sign and complete forms with any device, anywhere.