
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:
Have your patient take a picture of their insurance and ID cards. New patients will automatically upload a photo of their card information, so you can verify it before the appointment.
Streamline communication with a Centralized Inbox, bringing all patient messages, form submissions, appointment requests, and follow-ups into one organized platform. Improve efficiency and responsiveness by managing all conversations in a single, easy-to-use hub.
Send a prefilled contracts, agreements, and forms to have patients securely sign forms customized for them. Create financial contracts with pricing specific to the patient.
Skip two-factor authentication using Trusted Devices. Trusted Devices provides an extra layer of security for your FormDr account while saving time.