Create your forms with our easy to use online form builder, no credit card required! Or schedule a call today and let us convert your files to online forms for you.
Not having an online custom form to offer patients was a huge struggle. FormDr 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!
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.
FormDr 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.
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. FormDr 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.
Before FormDr, 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!
The support is second to none. FormDr has been instrumental in streamlining our intake of new patients.
Before, clients weren’t signing our forms before the appointment. FormDr 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!
| Most Popular | ||||
| Essential $39/mo Billed Annually Self-service plan for small businesses that need to easily send and receive forms and documents online. |
Platform
Includes a dedicated Account Manager, free file conversions, and form revisions. Unlimited HIPAA Compliant Forms, Assistant Users, EHR/EMR Integrations, API & HL7 Access and more. |
Teams
For businesses with multiple teams that require segmented workflows and permissions. Includes a dedicated Account Manager, free file conversions, and form revisions. |
Enterprise
Manage data across your organization. For large businesses with multiple locations, departments, and providers that need manage permissions and share forms across an organization. |
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| Forms & Packets | ||||
| 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. | 5 | Unlimited | Unlimited | Unlimited |
| Synced FormsSync forms between multiple packets. Update your synced form once to reflect across all packets. | 5 | 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. | ||||
| Appointment RemindersAlways get completed forms before the appointment, send automated text message and email appointment reminders. | ||||
| 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. | ||||
| Required FieldsNever get an incomplete form again. Setup required fields on your form to always collect the information you need. | ||||
| Attach Card PhotosHave your patient take a picture of their insurance or photo ID to submit to you. Stop scanning cards during the appointment. | ||||
| Conditional Logic FieldsStreamline your forms by only showing fields relevant to what the patient selects. Hide questions that do not apply to all patients. | ||||
| 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. | ||||
| Electronic SignaturesCollect signatures before the appointment, have your patients e-sign and submit from their phone, tablet, or computer. | ||||
| 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. | ||||
| Text Message InvitationsSend your forms over text message to have patients securely complete and sign from their phone. | ||||
| Email InvitationsSend your forms over email to have patients securely complete and sign from their phone, tablet, or computer. | ||||
| QR CodesGenerate a QR code for each packet of forms. | ||||
| Embed Forms on WebsiteEmbed and link your forms directly on your website for a seamless experience for your patients. | ||||
| Tablet/iPad FormsLoad your forms on a tablet, iPad, or online kiosk and have patients complete your forms in person. | ||||
| 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. | ||||
| Template LibrarySetup templated forms for your type of business. Personalize your templates and make them your own with your logo, brand and styling. | ||||
| Custom BrandingCreate a seamless experience for your patients, add your logo, brand, and styling. | ||||
| Custom Thank You PageDirect patients to a custom page after they complete your forms. | 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. | |||
| 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. | ||||
| Resend FormsResend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed. | ||||
| PDF ExportAll form submissions can easily be exported to PDF. | ||||
| CSV ExportAll form submissions can easily be exported to CSV. | ||||
| Form AnalyticsTrack and analyze how patients complete your HIPAA compliant forms online. | ||||
| Document Signing | Essential | Platform | Teams | Enterprise | 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. | 5 | 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. | ||||
| Electronic SignaturesCollect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer. | ||||
| Multiple SignersSend to an unlimited amount of signers for a single document, set the signing order. | ||||
| Basic FieldsAdd text fields, drop downs, check boxes, dates, and electronic signatures to your documents. | ||||
| 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. | ||||
| Email NotificationsNotifiy your recipients via email. Get email notifications as each recipient signs your documents. | ||||
| RemindersSend reminders to ensure all recipients sign your documents. | ||||
| Export to PDFQuickly export signed documents to a PDF. | ||||
| Patient Engagement | Essential Not Available |
Platform Optional Add-On |
Teams Optional Add-On |
Enterprise Optional Add-On |
| Centralized InboxStreamline communication with a Centralized Inbox, bringing all patient messages, form submissions, appointment requests, and follow-ups into one organized platform. | ||||
| Online SchedulingMake booking effortless with Online Scheduling, allowing patients to self-schedule appointments anytime, from any device. | ||||
| Two-Way TextingImprove patient engagement with real-time, HIPAA-compliant text messaging. | ||||
| Mass MessagingReach all of your patients quickly with Mass Messaging. Send promotions, updates, and appointment reminders in just a few clicks. | ||||
| CRM for HealthcareFormDr's CRM for healthcare empowers providers with a centralized system to store, track, and manage patient interactions effortlessly | ||||
| Care Opportunity PipelinesBoost practice growth with Care Opportunity Pipelines, tracking patient leads, follow-ups, and conversions in one streamlined system. | ||||
| Workflow AutomationFormDr'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. | ||||
| Custom ReportingTurn patient data into meaningful insights and action with a custom reporting | ||||
| Team Management | Essential | Platform | Teams | Enterprise |
| UsersInvite your team to your account and grant permissions to the exact features each user needs. | 3 | 10 | 30 | 100 |
| TeamsSegment your workflow with teams. | 1 | 1 | 3 | 10 |
| User PermissionsLock down assistant user accounts and give them read-only access, or give them full administrative controls. | ||||
| Team PermissionsShare multiple account access between team administrators in your network. | ||||
| Shared Packets & RecordsShare packets and records between team accounts in your network. | ||||
| Organization ManagerMaster adminstrator that has access to all accounts in your network. | ||||
| Single Sign OnUse one account to sign into team child accounts in your network. | ||||
| Compliance & Security | Essential | Platform | Teams | Enterprise | HIPAA ComplianceAll patient form submissions are encrypted in transit and rest. A Business Associate Agreement is included with your service. |
| GDPRGDPR compliance is available for our EU zoned customers. | ||||
| SOC 2 Type IIFormDr has completed external audit and has been granted SOC 2 Type II compliance, audit available upon request. | ||||
| SMS & Email AuthenticationSetup two-factor authentication and configure trusted devices for users. | ||||
| 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. | ||||
| 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. | ||||
| 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. | ||||
| Usage | Essential | Platform | Teams | Enterprise | 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. | 250 | 2,500 | 5,000 | 25,000 |
| Monthly SignersTotal recipients who can sign your documents each month | 250 | 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 |
| Integrations & API | Essential | Platform | Teams | Enterprise | EMR/EHRShare patient data back and forth from FormDr to common EMR systems seamlessly with EHR Integrations. |
| Open APIAutomatically send patient data to a designated location in another program. Share data between FormDr and your application. | ||||
| HL7Automatically send patient data in an HL7 format, common interoperability format for your EHR/EMR. | ||||
| SchedulingIntegrate with popular scheduling and calendar tools. | ||||
| PaymentIntegrate with popular payment processing applications. | ||||
| ExportIntegrate with popular data storage and exporting applications. | ||||
| Support & Service | Essential | Platform | Teams | Enterprise | Product GuideSearch our extensive guide to find the answers you need. |
| Email SupportOur friendly support team is available to help you via email during normal business hours. | ||||
| Onboarding WebinarSchedule a live onboarding webinar to get started using your account. | ||||
| Form Building WebinarSchedule a live form building webinar to learn how to build and manage your forms. | ||||
| File ConversionsWe convert your paper forms into online forms for a nominal fee. | ||||
| Form RevisionsWe revise your forms to your exact specifications. | ||||
| Phone SupportSchedule a call with our support team to get the training and answers you need. |
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A packet is a container of forms that you send to a recipient to complete. A packet can have one form or multiple forms. Regardless of how many forms or fields your packet may contain, it still counts only once towards your plan’s packet count once it is sent out to be completed.
Yes, your monthly subscription will renew automatically each month and each year for annual plans on the day that you signed up. Your subscription will continue to renew until you let us know that you’d like to change your plan or cancel your account.
Your annual subscription will be refunded the prorated amount.
Forms and Packets are online-first, so they will be created in our drag and drop form builder, and function the best in a web browser. Forms and Packets are most commonly used for:
Documents start off as a PDF file that you may be currently using. Fields and signatures are then placed on top of the PDF document and sent in a web browser. The end result is an electronically signed PDF that was completed online. Documents are most commonly used for:
FormDr gives your practice everything needed to easily send and receive HIPAA compliant forms online. We help practices who:
Millions of patients use FormDr’s HIPAA compliant online forms. Give your patients the ability to sign forms online directly from their phone, from the convenience of their home. Improve patient satisfaction and reduce wait times in the office. Streamline the collection of your patient’s medical history, consent forms, release forms, and more!
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