FormDoctor Free Patient Intake Tools: Terms of Use & HIPAA Disclaimer

Last updated: September 29, 2026

The short version

  • The free plugin is not HIPAA compliant. Don’t use it to collect, send or store protected health information (PHI).
  • It’s provided “as is”, without any warranty. FormDoctor isn’t responsible for how you set it up or use it.
  • You’re responsible for your website’s compliance with HIPAA and other privacy laws, and for the accuracy of the information you publish with it.
  • FormDoctor is not your business associate when you use the free plugin, and no Business Associate Agreement (BAA) applies to it.
  • For HIPAA-compliant online forms and patient intake, use a FormDoctor paid plan, which is covered by separate terms and a BAA.

This summary is for convenience. The full terms below apply.

1. About these terms

These terms apply to the free WordPress plugin “FormDoctor – Free Patient Intake Tools” (the “Plugin”), published by Stoic Technology LLC DBA FormDoctor (“FormDoctor”, “we”, “us”). They apply to anyone who installs, activates or uses the Plugin, and to the organization they act for (“you”).

The Plugin’s software is licensed under the GNU General Public License, version 2 or later (the “GPL”). Nothing in these terms limits the rights the GPL gives you to use, study, copy, modify or share the software. These terms explain what the Plugin is and isn’t designed for, what you’re responsible for, and the limits of FormDoctor’s responsibility. The GPL’s own disclaimer of warranty and limitation of liability (sections 11 and 12) also apply.

2. The Plugin is not HIPAA compliant

The Plugin is designed for public practice information (such as hours, locations, providers and self-pay prices) and general inquiries. It is not designed to meet the requirements of the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) or similar laws. In particular:

  • Contact form submissions are sent by email from your website. Email is not encrypted end to end, and messages may pass through and be stored by your web host, email provider or other services.
  • The Plugin does not provide HIPAA safeguards such as encrypted storage, audit logs, access controls or a BAA.
  • If you connect a webhook or SMTP service, form submissions are sent to that service.

You must not use the Plugin to collect, transmit or store protected health information. This includes, for example, symptoms, diagnoses, medical history, medications, treatment details, insurance member or policy numbers, or any other health information linked to an identifiable person. Design your forms to ask only for general contact details, and tell visitors not to include medical information.

The Plugin’s patient tools (locations and hours, provider directory, insurance checker, new-patient guide, self-pay prices and visit checklist) run in the visitor’s browser and are designed not to send what visitors select or type to your website. You are responsible for how you configure and use them.

3. Your responsibilities

You are solely responsible for:

  • Deciding whether the Plugin is appropriate for your practice, and for your website’s compliance with HIPAA, state health privacy laws, consumer protection laws, accessibility requirements and any other laws that apply to you.
  • How you configure the Plugin, including your forms, email settings, SMTP server, webhooks, redirects and any services you connect.
  • The accuracy of everything you publish with the Plugin, including office hours, closures, provider details, accepted insurance plans and prices. The insurance checker shows only the information you enter. It is not a verification of any patient’s coverage or benefits.
  • Any obligations you have to provide price information or Good Faith Estimates to patients. The self-pay price list and cost estimator are informational tools and do not replace those obligations.
  • Keeping WordPress, your theme, your plugins and your hosting secure and up to date.
  • Your own privacy policy and any notices or consents your visitors need.

4. No business associate relationship

The Plugin runs on your website. FormDoctor does not receive, store or have access to form submissions or other information handled by the Plugin, except any information you choose to send us separately, such as a support request. FormDoctor is therefore not acting as your business associate when you use the Plugin, and no Business Associate Agreement applies to it.

FormDoctor’s paid services are offered under separate Terms of Service and, where applicable, a Business Associate Agreement. Those agreements, not these terms, govern the paid services.

5. Third-party services

You may choose to use the Plugin with services provided by others, such as your web host, email or SMTP provider, webhook destinations (for example Zapier, Make or a CRM) and mapping services linked from your pages. Those services are provided under their own terms and privacy policies. FormDoctor does not control them and is not responsible for them.

6. No warranty

The Plugin is provided “as is” and “as available”, with all faults and without warranty of any kind, express or implied, including any warranty of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, security, or that the Plugin will meet your requirements or any legal or regulatory requirement, including HIPAA. You use the Plugin at your own risk.

7. Limitation of liability

To the maximum extent permitted by law, FormDoctor and its owners, officers, employees, contractors and affiliates will not be liable for any indirect, incidental, special, consequential, exemplary or punitive damages, or for any loss of data, revenue, profits, goodwill or business, or for any fines, penalties, breach notification costs or regulatory actions, arising out of or relating to the Plugin or your use of it, however caused and under any theory of liability, even if advised of the possibility of such damages.

To the maximum extent permitted by law, FormDoctor’s total liability for all claims arising out of or relating to the Plugin will not exceed US $100.

Some jurisdictions do not allow certain warranty exclusions or liability limits, so some of the above may not apply to you. In that case our liability is limited to the smallest amount permitted by law.

8. Indemnification

To the extent permitted by law, you agree to defend, indemnify and hold harmless FormDoctor and its owners, officers, employees, contractors and affiliates from any claims, damages, losses, fines, penalties and expenses (including reasonable attorneys’ fees) arising out of your use of the Plugin, including any collection, transmission or storage of protected health information through the Plugin, or your breach of these terms or of any law.

9. Not legal or medical advice

Information provided with the Plugin, including its documentation, settings screens and these terms, is general information only. It is not legal, compliance or medical advice. Consult your own qualified advisers about your obligations.

10. Acknowledgment in the Plugin

The Plugin may ask a site administrator to confirm that they have read and understood these terms, and may record which user confirmed, when, and which version of these terms they saw. By installing, activating or using the Plugin, or by confirming in the Plugin, you acknowledge that you have read and understood these terms and have authority to accept them for your organization.

11. Changes to these terms

We may update these terms from time to time. We will change the “Last updated” date above when we do, and the Plugin may ask administrators to confirm the updated terms. Your continued use of the Plugin after an update means you accept the updated terms.

12. Governing law

These terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws rules. Any dispute arising out of or relating to these terms or the Plugin will be brought exclusively in the state or federal courts located in Delaware, and you consent to their jurisdiction.

13. General

If any part of these terms is found unenforceable, the rest remains in effect. Our failure to enforce any part of these terms is not a waiver. These terms, together with the GPL, are the entire agreement between you and FormDoctor about the Plugin.

14. Contact

Questions about these terms: legal@formdr.com
Stoic Technology LLC DBA FormDoctor, 19 Digital Drive, Novato CA, 94949