

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. Then configure your transfer protocol.
Both SFTP and FTP-SSL are secured by an extra layer of encryption.
Securely export your patient submissions by connecting to your server over FTP-SSL (Explicit Auth TLS) or by SFTP (SSH File Transfer Protocol).
Either transfer protocol uses encryption and a 256-bit key to transfer your data safely and securely to your server.


With FormDr, your PHI will remain encrypted in both transit and at rest. Your data will be secured with all of the physical, technical, and administrative safeguards to remain HIPAA compliant. A business associate degree is included with your account.
Set the export schedule that works best for you. Configure your export to occur on a daily, weekly, or monthly basis. You can also set a specific time of day that your submissions are transferred.
Test your connection by sending a sample CSV Excel export to your server before starting your scheduled export.

FormDr gives your practice everything needed to easily send and receive HIPAA compliant forms online. 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.
Resend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed.
Give patients the option to sign and complete forms online with an iPad or tablet. Online forms work on all tablets and iPads.