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 Platform Inbox
  • Online Scheduling
  • Appointment Reminders
  • Online Intake Forms
  • Two-Way Texting
  • Mass Messaging
  • CRM for Healthcare
  • Care Opportunity Pipelines
  • Workflow Automation Builder
  • Electronic Signatures
  • Custom Reporting
  • EHR Integration Syncing
  • Mobile-Friendly Forms
  • Insurance Card Collection
  • Team Management
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.
Sync HIPAA Compliant Form Submissions to Dropbox

Sync Submissions to Dropbox

Dropbox integration seamlessly converts each form submission into a PDF document, then automatically uploads each PDF and any additional file attachments to your Dropbox Account.

Reporting

Custom Reporting

Monitor text messaging effectiveness to see patient response rates, track appointment scheduling trends to reduce no-shows, and analyze phone call data for improved communication. Gain insights into your opportunity pipeline to identify potential patients and increase conversions, while leveraging mass messaging analytics to measure outreach success.

Sync HIPAA Compliant Form Submissions to Google Drive

Sync Submissions to Google Drive

When you receive a patient form submission, automatically send the submission directly to your Google Drive folder.

Account Audit Logs

Account Audit Logs

Keep a detailed record of your account and export your history as a CSV Excel file or Google Sheet. Quickly export every event from your account; or, select a date range or user’s history to export.