
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:
FormDr’s drag-and-drop workflow builder lets you create custom automation in minutes—no coding or technical expertise needed. Simply drag tasks, triggers, and actions into place to design seamless workflows that fit your practice’s needs.
Automatically send patient data to a designated location in another program. Share data between FormDr and the EMR or other applications used in the practice.
Improve engagement and efficiency with real-time, HIPAA-compliant messaging. FormDr’s secure messaging platform enables real-time communication between healthcare providers and patients.
Share patient data back and forth from FormDr to common EMR systems seamlessly with EHR Integrations.