SFTP Automated Bulk Export

Securely bulk export your HIPAA compliant form submissions to a SFTP server.
HIPAA Compliant Submissions SFTP Bulk Export
HIPAA Compliant Submissions SFTP Bulk Export

Automatically Upload a Bulk Export of Submissions

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 Connect to Your SFTP or FTP-SSL Server

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.

HIPAA Compliant Submissions SFTP Bulk Export

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HIPAA Compliant Submissions SFTP Bulk Export

Export Patient Data While Remaining HIPAA Compliant

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.

Schedule Daily, Weekly, and Monthly Exports

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.

HIPAA Compliant Submissions SFTP Bulk Export
Schedule a consultation with us to learn more

FormDr gives your practice everything needed to easily send and receive HIPAA compliant forms online. We help practices who:

  • Are having patients fill out paper forms during the appointment
  • Are emailing patients a PDF or Word Doc to print out, fill out, scan, and send back
  • Are spending time manually printing and scanning paper forms

Discover More Form Features

Setup HIPAA compliant online forms, streamline your process of collecting information from patients.
  • HIPAA Compliant Online Intake Form Packets

    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.

  • Embed Forms on Website

    Embed Forms on Website

    Embed your forms directly on your website for a seamless experience for your patients. Your forms are customized with your logo, brand, and styling to match your site. Embed on Wordpress, Wix, Squarespace, and many more.

  • 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.

  • HIPAA Compliant Form Kiosk

    Kiosk Form Page

    Configure a HIPAA compliant form kiosk page to display new patient registration forms, consent forms, and more.

  • Card Photo Uploads

    Card Photo Uploads

    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.

  • Conditional Logic

    Conditional Logic Forms

    Only show information that is relevant to the patient with conditional logic forms. Make it simple for your patients to complete your forms and improve the accuracy of the data you receive with conditional logic.

  • Export to PDF

    Export Form Submissions to PDF

    Quickly export complete patient forms to a PDF file. Save completed forms as a PDF to quickly attach patient records.

  • Save and Continue Later

    Save and Continue Later

    Allow patients to save their progress on larger forms and packets. Patients will be able to resume where they left off and finish completing your forms at a later time.

  • HIPAA Compliant Form Builder

    HIPAA Compliant Form Builder

    Easily build HIPAA compliant online forms. No coding is required to create secure online intake forms for your patients. All patient form submissions are encrypted in transit and rest. A Business Associate Agreement is included with your service.

  • HIPAA Compliant Online Intake Forms

    HIPAA Compliant Online Intake Forms

    Emailing new patient intake forms risks the interception of PHI. FormDr is HIPAA compliant, all patient data is encrypted in transit and rest. A Business Associate Agreement is included with your account.

  • Custom Thank You Page

    Custom Thank You Page

    Create your own custom ‘Thank You’ page to direct patients to upon completion of your forms. Forward them along to the next steps of your intake process.

  • HIPAA Compliant Tablet Forms

    Forms on iPads or Tablets

    Give patients the option to sign and complete forms online with an iPad or tablet. Online forms work on all tablets and iPads.

  • Form Analytics

    Form Analytics

    Analyze data, improve patient responses, learn from patient behavior and raise your conversion rate. FormDr is the only tool you require to understand the needs of your patients.

  • Appointment Reminder

    Patient Appointment Reminder

    Schedule automatic reminders to your patients to complete your forms before their appointment. Get more completed forms online before the scheduled appointment.

  • HIPAA Compliant Form Submissions

    HIPAA Compliant Form Submissions

    Patients sign and submit forms securely to your online account. Review and manage completed patient forms before the appointment.

  • Automated Bulk Export

    SFTP Automated Bulk Export

    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.

  • Custom Logo and Branding

    Custom Logo, Brand, and Styling

    Add your logo to your forms and set the colors to match your brand. Pick the background of your forms, customize the gradient of your buttons, and select the field text color.

  • HIPAA Compliant File Upload

    File Attachment Upload

    With file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission.

  • Prefilled HIPAA Compliant Forms

    Prefilled Forms

    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.

  • Export to Excel

    Export Form Submissions to Excel

    Export multiple patient forms into a Microsoft Excel compatible CSV file. Take control of your patient data with a bulk export, and import your complete patient forms into a database, excel spreadsheet, or EHR.

  • Required HIPAA Compliant Form Fields

    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.

  • User Management

    User Management

    Invite your team to your account and grant permissions to the exact features each user needs. Lock down assistant user accounts and give them read-only access, or give them full administrative controls.

  • Autocomplete HIPAA Compliant 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.

  • Mobile Friendly Forms

    Mobile-Friendly Forms

    Easily build fully-responsive medical forms online that allow your patients to sign and submit on any device, anywhere, at any time.

  • Text Message Form Invites

    Text Message Invitations

    Send a text message invitation to your patients to complete your forms. Give patients the freedom to sign and complete forms with any device, anywhere.

  • Drawing and Diagrams

    Drawing and Diagrams

    Allow your patients to draw on an image or diagram in your form to mark areas of pain or parts of the body that may need treatment.

  • Email Invitation Forms

    Email Invitations

    Send an email invitation to your patients to complete your forms. Give patients the freedom to sign and complete forms with any device, anywhere.