User Management

Grant account access to your team, control the permissions of each user.
User management screen controlling team access and permissions
User audit trail showing form updates and submission access

Add Assistant Users To Your Account

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.

View User Account Access and History

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.

Revoking a departing staff member's account access

Streamline patient forms and engagement

Collect forms. Engage patients. Automate follow-up.

Configuring per-user permissions for forms and patient submissions

Customize User Permissions

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.

Easily Revoke Access

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.

Inviting an assistant user and granting feature-level permissions

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.