Prefilled Forms

Send prefilled financial contracts, consent forms, and more.
Prefilled patient consent form and financial agreement ready to send
Password protected prefilled form containing PHI

Prefill Your Forms With Patient-Specific Information

Fill in exactly what applies to a patient — pricing, procedure, terms — click send, and the form arrives ready for review and signature. Patients sign and submit securely back to your account, with the signature and timestamp captured alongside the prefilled terms.

Prepopulate Contracts, Service Agreements, Consent to Treat, and More

Configure contracts to arrive with pricing and terms already filled in. Tailor a Consent to Treat to the specific procedures a patient is scheduled for. Build service agreements per patient instead of sending a generic template and hoping the patient reads the right section.

When several staff members across several locations are preparing patient agreements, the template is what keeps them consistent. Update the underlying form once and every prefilled agreement sent after that reflects the change — no stale copies saved on someone’s desktop.

Prefilled service agreement with pricing and treatment terms

Streamline patient forms and engagement

Collect forms. Engage patients. Automate follow-up.

Form prefilled with patient-specific information before sending

Securely Send PHI in a HIPAA Compliant Form

A prefilled agreement contains PHI the moment your staff creates it, which makes this the one place in intake where the disclosure risk sits with your team rather than the patient. Every prefilled form is protected by a password code the patient must enter to open it, so a text or email sent to an outdated number or a shared inbox stays closed.

Your account is protected by the administrative, technical, and physical safeguards required of a business associate. PHI is encrypted in transit over TLS and encrypted at rest, and a Business Associate Agreement is included with your service.

Send a Text Message and Email Reminder

Send prefilled forms by text and email simultaneously so patients open them wherever they actually look. Each invitation requires the patient’s code before the form will load, and reminders can be scheduled ahead of the appointment so signed agreements are back before the patient arrives.

Text message and email reminder delivering a prefilled form to a patient

Book a Free Demo

Schedule a demo to see how FormDoctor can streamline patient forms and automate engagement.

FormDoctor gives your practice one HIPAA-compliant platform to collect forms, communicate with patients, and automate follow-up. We help practices who:

  • Are still using paper forms, PDFs, or Word documents
  • Spend too much time printing, scanning, emailing, and calling patients
  • Need an easier way to send reminders and automate follow-ups
  • Want to streamline forms, communication, and paper workflows

Discover More Form Features

Setup HIPAA compliant online forms. Streamline your process of collecting information from patients.
Autocomplete populating patient information across multiple forms

Autocomplete Forms

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.

Required form fields preventing submission of an incomplete patient form

Required Form Fields

Always get the information you need with required fields. Patients can only submit when they complete all of your required fields. Never receive an incomplete medical form again.

Multiple patient forms combined into a single online intake packet

Intake Form Packets

Combine multiple pages into an online form packet. Have your patients fill out their medical history, consent to treat, and demographics all in one new patient intake form packet.

HIPAA Compliant Electronic Signatures

HIPAA Compliant Electronic Signatures

Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer.