All-in-one patient intake, forms, and automation

Patient Intake Software That Streamlines Your Practice

FormDoctor’s patient intake software gives your business everything needed to easily send and receive HIPAA compliant forms online. Send patients your forms to fill out on their phone, tablet, or computer. Patients easily sign and submit completed forms securely online. Track your patients’ progress, send automated reminders and receive completed intake forms online, before the appointment.

Trusted by over 7000 providers

Everything Patient Intake Requires, All In One System

Mobile-friendly HIPAA compliant forms that your patients complete from any device, anywhere.

  • Intake Form Packets
  • Signed BAA Included
  • White Glove Setup & Support
  • Appointment Reminders
  • Electronic Signatures
  • Card Photo Uploads
  • Required Fields
  • Multi-location teams
  • Sync to EHR
  • Mobile-Friendly Forms
  • Assistant Users & Permissions
  • Centralized Practice Inbox
  • Custom QR Code
  • Embed Forms on Website
  • Conditional Logic Fields
  • Two-Way Texting
  • Forms on iPad & Tablets
  • Print, PDF & CSV Export
  • CRM for Healthcare
  • Custom Reporting
  • Workflow Automation
  • Care Opportunity Pipelines
  • Mass Messaging
  • Custom Branding
Message categorization and priority tagging in a patient inbox

Book a Free Demo

FormDoctor is an all-in-one patient intake software to collect forms, engage 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

    HIPAA compliant online patient intake forms

    Online Patient Intake with Electronic Signatures

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

    Two-Way Texting with Patients

    Streamline patient intake with two-way texting, send your forms over text to have patients complete them on their phone before the appointment. Mass message your patients to update their health history, complete satisfaction surveys, or communicate office hours. Ensure every patient gets their questions answered and forms completed on time. 

    Automated text message appointment reminder prompting form completion
    Patient self-scheduling an appointment on a mobile device

    Patient Intake with Automated Appointment Reminders

    Give your patients the a streamlined intake experience with automated appointment reminders. No more phone tag or long hold times, patients can book appointments online, anywhere, from their computer or mobile device.  Automatically send confirmation texts and reminders to ensure patients show up on time. With built-in rescheduling options, they can easily adjust their appointments without calling your office.

    Book a Free Demo

    FormDoctor is an all-in-one patient intake software to collect forms, engage 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

      Real-time pipeline analytics showing patient conversion rates and acquisition trends

      Patient Intake Automation and Opportunity Pipelines

      FormDoctor’s is centralized intake system to store, track, and manage patients effortlessly. Make informed decisions with an intake opportunity pipeline for healthcare administrators. Boost practice growth by tracking patient leads, follow-ups, and patient conversions in one streamlined intake system. Stay organized and maximize revenue by managing every opportunity from first contact to scheduled appointment.

      Build Custom Reports and Identify Actionable Patient Insights

      Easily generate reports to compile and review submitted data in real time. Quickly filter intake responses to identify specific patient needs before the appointment. Seamlessly send personalized mass messages to patients based on their responses, whether it’s a request for additional care, interest in a new service, or proactive post care instructions, FormDoctor engages with your patients beyond the intake.

      Consolidated dashboard of intake forms, consents, and post-visit surveys
      Drag-and-drop workflow builder with triggers and actions

      Create Streamlined Intake Workflows and Automate Your Patient Experience

      Create custom intake 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 patient onboarding to appointment reminders, streamline operations effortlessly.

      Pricing built for how your practice works

      Streamline your Forms online. Automate patient care Coordination.
      Scale with Groups as you grow.

      Free File Conversions Unlimited Forms & Packets HIPAA compliant

      Complete Plan

      The complete patient intake and care coordination platform.

      Everything needed to collect patient forms, two-way text with patients, and automate reminders. Streamline your intake and care coordination before the appointment.

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

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

      Includes live onboarding sessions and free migration from your current system.
      Integration Extensions

      Extend Your Account With an EHR Integration

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

      They love FormDoctor - and so do their patients

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

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

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

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

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

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

        Lang Orthodontics
        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!

        Meridian Behavioral Health
        Laura W.

      Book a Free Demo

      FormDoctor is an all-in-one patient intake software to collect forms, engage 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

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