

Invite your team to your account and grant permissions to the exact features each user needs. Users have access to new submissions notifications, manage forms, and export patient data. Lock down assistant user accounts and give them read-only access, or give them full administrative controls.
Sort your account history by user and keep track of when forms are updated. See when a user views or modifies a patient submission. Plus, keep up to date on new logins, account updates, and more. Each account will have a full audit trail to keep track of the user’s actions while accessing your account.


Not all team members may need access to all features on your account. Configure who has the ability to edit your forms, view or modify patient submissions, send forms to patients, and more. Gives users access to have full administrative privileges over your account or restrict their access to view only.
Turn over at the office? No problem. Revoke access to your users with just a couple of clicks. Change your user’s password from your administrative account and easily adjust their permissions. User management is flawless when updating your account with FormDr.

FormDr gives your practice everything needed to easily send and receive HIPAA compliant forms online. We help practices who:
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.
Generate a unique QR code to print and/or share with patients. They can point, scan and access intake forms easily.
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.
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.