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Most Popular
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Business
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Platform
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Teams
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Enterprise
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| HIPAA Compliant FormsSetup secure HIPAA compliant online forms. All patient data is encrypted in transit and at rest. A BAA is included with your service. |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
| PacketsA packet is a container of forms that you send to a recipient to complete. Add an unlimited amount of HIPAA compliant forms into your form packets.
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10 |
Unlimited |
Unlimited |
Unlimited |
| Synced FormsSync forms between multiple packets. Update your synced form once to reflect across all packets. |
10 |
Unlimited |
Unlimited |
Unlimited |
| Mobile-Friendly FormsGive your patients the freedom to sign your forms with any device, anywhere. Your form will work on all devices and can be completed from a phone, tablet, or computer. |
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| Appointment RemindersAlways get completed forms before the appointment, send automated text message and email appointment reminders. |
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| Progress TrackingTrack the progress of your clients. See when clients open your forms, view their saved progress, and send reminders to ensure you always get completed forms before the appointment. |
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| Required FieldsNever get an incomplete form again. Setup required fields on your form to always collect the information you need. |
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| Attach Card PhotosHave your patient take a picture of their insurance or photo ID to submit to you. Stop scanning cards during the appointment. |
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| Conditional Logic FieldsStreamline your forms by only showing fields relevant to what the patient selects. Hide questions that do not apply to all patients. |
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| Autocomplete FormsHave your patient complete fields once to have them autocomplete through out the rest of your forms. Prevent patients from filling out the same information multiple times. |
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| Electronic SignaturesCollect signatures before the appointment, have your patients e-sign and submit from their phone, tablet, or computer. |
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| Drawings and DiagramsAllow 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. |
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| Text Message InvitationsSend your forms over text message to have patients securely complete and sign from their phone. |
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| Email InvitationsSend your forms over email to have patients securely complete and sign from their phone, tablet, or computer. |
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| QR CodesGenerate a QR code for each packet of forms. |
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| Embed Forms on WebsiteEmbed and link your forms directly on your website for a seamless experience for your patients. |
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| Tablet/iPad FormsLoad your forms on a tablet, iPad, or online kiosk and have patients complete your forms in person. |
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| Drag and Drop BuilderEasily update your forms by dragging and dropping new fields into place. Simply customize your form for your specific needs, no coding required. |
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| Template LibrarySetup templated forms for your type of business. Personalize your templates and make them your own with your logo, brand and styling. |
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| Custom BrandingCreate a seamless experience for your patients, add your logo, brand, and styling. |
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| Custom Thank You PageDirect patients to a custom page after they complete your forms. |
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Save and Continue LaterAllow 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. |
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| File Attachment UploadWith file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission. |
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| Resend FormsResend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed. |
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| PDF ExportAll form submissions can easily be exported to PDF. |
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| CSV ExportAll form submissions can easily be exported to CSV. |
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| Form AnalyticsTrack and analyze how patients complete your HIPAA compliant forms online. |
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HIPAA Compliant DocumentsCreate an unlimited amount of HIPAA compliant documents. All patient data is encrypted in transit and at rest. A BAA is included with your service. |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
| Document TemplatesCreate reusable document templates that can be quickly sent to signers. |
10 |
Unlimited |
Unlimited |
Unlimited |
| Use Existing PDFsNo need to recreate your documents, simply upload your existing PDF and drop field elements on your documents. Send to multiple recipients to collect signatures. |
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| Electronic SignaturesCollect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer. |
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| Multiple SignersSend to an unlimited amount of signers for a single document, set the signing order. |
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| Basic FieldsAdd text fields, drop downs, check boxes, dates, and electronic signatures to your documents. |
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| Real-Time Audit TrailDocuments have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked.
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| Email NotificationsNotifiy your recipients via email. Get email notifications as each recipient signs your documents. |
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| RemindersSend reminders to ensure all recipients sign your documents. |
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| Export to PDFQuickly export signed documents to a PDF. |
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| UsersInvite your team to your account and grant permissions to the exact features each user needs. |
5 |
10 |
30 |
100 |
| TeamsSegment your workflow with teams. |
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1 |
3 |
10 |
| User PermissionsLock down assistant user accounts and give them read-only access, or give them full administrative controls. |
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| Team PermissionsShare multiple account access between team administrators in your network. |
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| Shared Packets & RecordsShare packets and records between team accounts in your network. |
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| Organization ManagerMaster adminstrator that has access to all accounts in your network. |
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| Single Sign OnUse one account to sign into team child accounts in your network. |
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HIPAA ComplianceAll patient form submissions are encrypted in transit and rest. A Business Associate Agreement is included with your service. |
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| GDPRGDPR compliance is available for our EU zoned customers. |
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| SOC 2 Type IIFormDr has completed external audit and has been granted SOC 2 Type II compliance, audit available upon request. |
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| SMS & Email AuthenticationSetup two-factor authentication and configure trusted devices for users. |
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| Access & Audit LogsKeep a detailed record of your account and export your history as a CSV Excel file or Google Sheet. Quickly export every event from your account; or, select a date range or user’s history to export. |
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| Encrypted ePHIAll PHI is encrypted in transit and at rest—while being submitted back to your account and at rest in our database. Protect sensitive data with fully encrypted patient submissions. |
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| Submission HistoryForm submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked. |
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Submission StorageTotal form submissions you can store in your account. |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
| Monthly SubmissionsTotal form submissions per month. Each packet submission counts as 1. |
500 |
2,500 |
5,000 |
25,000 |
| Monthly SignersTotal recipients who can sign your documents each month |
500 |
2,500 |
5,000 |
25,000 |
| SpaceTotal available space on your account to store images and files. |
5 GB |
50 GB |
100 GB |
500 GB |
| Form ViewsThe number times your forms and packets can be viewed each month. |
1,000 |
5,000 |
10,000 |
500,000 |
| SMS InvitesTotal text message invite allocation for the month. |
250 |
1,000 |
2,500 |
10,000 |
| Email InvitesTotal email invite allocation for the month. |
250 |
1,000 |
2,500 |
10,000 |
| PDF ExportsTotal PDF export allocation for the month. |
250 |
1,000 |
2,500 |
10,000 |
| CSV ExportsTotal individual CSV export allocation for the month. Does not include bulk export. |
250 |
1,000 |
2,500 |
10,000 |
EMR/EHRShare patient data back and forth from FormDr to common EMR systems seamlessly with EHR Integrations. |
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| Open APIAutomatically send patient data to a designated location in another program. Share data between FormDr and your application. |
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| HL7Automatically send patient data in an HL7 format, common interoperability format for your EHR/EMR. |
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| SchedulingIntegrate with popular scheduling and calendar tools. |
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| PaymentIntegrate with popular payment processing applications. |
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| ExportIntegrate with popular data storage and exporting applications. |
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Product GuideSearch our extensive guide to find the answers you need. |
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| Email SupportOur friendly support team is available to help you via email during normal business hours. |
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| Onboarding WebinarSchedule a live onboarding webinar to get started using your account. |
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| Form Building WebinarSchedule a live form building webinar to learn how to build and manage your forms. |
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| File ConversionsWe convert your paper forms into online forms for a nominal fee. |
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| Form RevisionsWe revise your forms to your exact specifications. |
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| Phone SupportSchedule a call with our support team to get the training and answers you need. |
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