All-in-one client engagement, forms, and automation

Mental Health Forms and Engagement Platform

FormDoctor gives you everything needed to securely collect mental health new client intake forms and engage your clients in one HIPAA-compliant platform. Connect with clients through two-way texting, online scheduling, and automated appointment reminders. Send mental health client forms, collect electronic signatures, insurance cards, health history, and more. Automatically engage prospective clients, referrals, and clients due for re-engagement with custom workflows and care pipelines.

Trusted by over 7000 providers

Mental health client engagement unified into a single platform

FormDoctor gives your business everything needed to easily connect with and engage your clients.

Collect HIPAA compliant forms and electronically signed consents from clients

Connect with clients, maintain an open line of communication with two-way texting

Schedule appointments, enable your clients to schedule, cancel, and reschedule online, automate appointment reminders

Identify client care opportunities and track their progress through customized healthcare pipelines

Generate custom client reports, apply bulk actions, and message clients based on reporting insights

Build custom workflows tailored to your business processes and streamline operations

Sync communications, form submission data, appointments and more back to your EHR

HIPAA Compliant Centralized Inbox

Book a Free Demo

FormDoctor gives your mental health practice one HIPAA-compliant platform to collect forms, communicate with clients, 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 clients
  • Need an easier way to send reminders and automate follow-ups
  • Want to streamline forms, communication, and paper workflows

    HIPAA Compliant Online Intake Forms

    Online Client Intake with Electronic Signatures

    FormDoctor gives your mental health practice everything needed to easily send and receive HIPAA compliant forms online. Send clients your forms to fill out on their phone, tablet, or computer. Clients easily sign and submit completed forms securely online. Track your clients’ progress, send automated reminders and receive completed forms online, before the appointment.

    Two-Way Texting with Clients

    Keep your clients engaged and informed with two-way texting. Reach all of your clients quickly with Mass Messaging. Send promotions, updates, and appointment reminders in just a few clicks. Improve response times, and ensure every client gets the attention they need, without overwhelming your front desk.

    HIPAA Compliant Text Message Invitations
    HIPAA Compliant Online Scheduling

    Online Scheduling with Automated Appointment Reminders

    Give your clients the convenience they expect with online client scheduling. No more phone tag or long hold times, clients can book appointments anytime, anywhere, from their computer or mobile device. With an intuitive interface and real-time availability, scheduling a visit has never been easier. Automatically send confirmation texts and reminders to ensure clients show up on time. With built-in rescheduling options, they can easily adjust their appointments without calling your office.

    Book a Free Demo

    FormDoctor gives your mental health practice one HIPAA-compliant platform to collect forms, communicate with clients, 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 clients
    • Need an easier way to send reminders and automate follow-ups
    • Want to streamline forms, communication, and paper workflows

      HIPAA Compliant Opportunity Pipelines

      Client Relationship Management and Opportunity Pipelines

      FormDoctor’s CRM for healthcare empowers providers with a centralized system to store, track, and manage client interactions effortlessly. Make informed decisions with a CRM designed for mental health professionals. Boost practice growth with Opportunity Care Pipelines, tracking client leads, follow-ups, and client care conversions in one streamlined system. Stay organized and maximize revenue by managing every opportunity from first contact to scheduled appointment.

      Build Custom Reports and Identify Actionable Client Insights

      Easily generate reports to compile and review submitted data in real time. Quickly filter responses to identify specific client needs, like those expressing post-visit concerns, or requiring follow-ups. Once filtered, seamlessly send personalized mass messages to clients based on their responses, whether it’s a request for additional care, interest in a new service, or proactive post care instructions.

      HIPAA Compliant Reporting
      HIPAA Compliant Workflow Automation

      Create Streamlined Workflows and Automate Your Business

      Create custom mental health automations in minutes, no coding or technical expertise needed. Simply drag triggers and actions into place to design seamless workflows that fit your practice’s needs. From client onboarding to appointment reminders, streamline operations effortlessly.

      Pricing built for how your mental health practice works

      Start with streamlined Forms. Add automated client Engagement.
      Scale with Teams as you grow.

      Free File Conversions Unlimited Forms & Packets HIPAA compliant

      Forms

      Includes everything needed to easily send and receive HIPAA compliant forms, documents, and reminders online.
      We build your forms for free.

      From $99/mo

      100+ form features:

      Unlimited Forms & Packets
      Unlimited Documents & Signatures
      Automated Appointment Reminders
      Assistant Users
      HIPAA Compliant with BAA

      Includes 50 active clients per month
      Need more than 50 clients? Talk to sales.

      Forms + Engagement

      Includes everything in Forms, plus two-way texting, custom workflows, care pipelines, online appointment scheduling, and mass messaging.

      From $299/mo

      100+ engagement features:

      Two-Way Texting With Clients
      Custom Automated Workflows
      Mass Messaging
      Healthcare CRM & Pipelines
      Online Appointment Scheduling

      Includes 50 active clients per month
      Need more than 50 clients? Talk to sales.

      Teams

      For multi-location groups and practices with multiple teams that need network management and segmented data and workflows.

      +$50/mo per team

      Add-on team features:

      Separate Submissions by Team
      Share Clients Across Teams
      Route Global Forms to Teams
      Assign Users to Multiple Teams
      Granular User Permissions

      3 team minimum
      Need more than 10 teams? Talk to sales.

      Enterprise

      Built for multi-location practices, health systems, and healthcare networks. Dedicated infrastructure, custom SLAs, and a named team that knows your operation.

      Dedicated Infrastructure Named CSM with QBRs Custom BAA & SLA SOC 2 Type 2

      Tailored to your network’s size, client volume, and requirements.

      Integration Extensions

      Extend Your Account With Integrations

      Connect with our pre-built integrations, or build your own with the FormDoctor Open API, Webhooks or HL7.

      Included With Every Plan

      Connect to the tools you already use, no extra cost.

      EHR, API, HL7 Integrations

      Connect to your existing EHR system. $100/mo per integration.

      They love FormDoctor - and so do their clients

      • Not having an online custom form to offer clients was a huge struggle. FormDoctor makes paperwork seamless and saves a ton of time and money by allowing us to upload to clients EMR rather than print, fill out, scan, and then attach. That is now a hindrance of the PAST!

        Angela H.
      • Clients can fill out the forms at their leisure, and don’t have to print anything. We’re collecting more completed forms than ever, and clients love not having to do anything when they come to the office for the first time.

        Lauren A.
      • FormDoctor allows me to send and receive attractive, professional forms from clients. Very helpful that I can remind clients of their appointment time and check the status of the form.

        Alpha B.
      • Sending a PDF was too time consuming for the clients to do, and it required the additional steps of printing and scanning it into our own systems. FormDoctor made it easier to get clients to complete the forms by email, and it’s a more secure way to provide info than simply emailing back a completed PDF.

        Angie I.
      • Before FormDoctor, the most common struggle were our clients taking a long time to complete forms in our office. Now clients are able to be seen faster when forms are completed prior to visit. Very easy service to create forms online!

        Courtney M.
      • The support is second to none. FormDoctor has been instrumental in streamlining our intake of new clients.

        Eric L.
      • Before, clients weren’t signing our forms before the appointment. FormDoctor has allowed us to share our documents for client review and signatures. I really appreciate the support, it has been super helpful simplifying our forms!

        Laura W.

      Book a Free Demo

      FormDoctor gives your mental health practice one HIPAA-compliant platform to collect forms, communicate with clients, 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 clients
      • Need an easier way to send reminders and automate follow-ups
      • Want to streamline forms, communication, and paper workflows

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