FormDr features: tier-by-tier list (2026)
HIPAA-compliant patient intake forms with monthly tiers by active patients and add-ons for integrations, engagement and multi-team setups.
Core capabilities (36)
Intake Form Packets
Combine multiple pages into an online form packet. Have your patients fill out their medical history, consent to treat, and demographics all in one new patient intake form packet.
Source · core
Card Photo Uploads
Have your patient take a picture of their insurance and ID cards. New patients will automatically upload a photo of their card information, so you can verify it before the appointment.
Source · core
Forms on iPads or Tablets
Give patients the option to sign and complete forms online with an iPad or tablet.
Source · core
Centralized Inbox
Streamline communication with a Centralized Inbox, bringing all patient messages, form submissions, appointment requests, and follow-ups into one organized platform.
Source · core
File Attachment Upload
With file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission.
Source · core
Required Form Fields
Always get the information you need with required fields. Patients can only submit when they complete all of your required fields.
Source · core
Email Invitations
Send an email invitation to your patients to complete your forms. Give patients the freedom to sign, complete, and submit forms with any device, anywhere.
Source · core
Autocomplete Forms
Have your patient enter information once and have it autocomplete throughout your medical form online.
Source · core
Conditional Logic Forms
Only show information that is relevant to the patient with conditional logic forms.
Source · core
Text Message Invitations
Send a text message invitation to your patients to complete your forms. Give patients the freedom to sign and complete forms with any device, anywhere.
Source · core
Export Form Submissions to PDF
Quickly export complete patient forms to a PDF file. Save completed forms as a PDF to quickly attach patient records.
Source · core
Export Form Submissions to Excel
Export multiple patient forms into a Microsoft Excel compatible CSV file. Take control of your patient data with a bulk export, and import your complete patient forms into a database, excel spreadsheet, or EHR.
Source · core
Sync Appointments with Microsoft Outlook
Authenticate your Outlook Calendar to receive appointment dates and times from your account.
Source · core
Sync Submissions to Google Drive
When you receive a patient form submission, automatically send the submission directly to your Google Drive folder.
Source · core
Prefilled Forms
Send a prefilled contracts, agreements, and forms to have patients securely sign forms customized for them.
Source · core
Custom Thank You Page
Create your own custom ‘Thank You’ page to direct patients to upon completion of your forms.
Source · core
Mobile-Friendly Forms
Easily build fully-responsive medical forms online that allow your patients to sign and submit on any device, anywhere, at any time.
Source · core
Drawing and Diagrams
Allow 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.
Source · core
SFTP Automated Bulk Export
Generate a bulk export of patient submissions that will be saved as a CSV Excel file.
Source · core
Custom Logo, Brand, and Styling
Add your logo to your forms and set the colors to match your brand. Pick the background of your forms, customize the gradient of your buttons, and select the field text color.
Source · core
Save and Continue Later
Allow 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.
Source · core
White Labeled Accounts
Have your account match your company branding with FormDr White Labeled Enterprise.
Source · core
Centralized Team Management
Create administrative accounts by department, location, or clinic. Filter and segment your organization by setting up additional administrative users.
Source · core
Encrypted PHI ePHI
All PHI is encrypted in transit and at rest—while being submitted back to your account and at rest in our database.
Source · core
Account Audit Logs
Keep a detailed record of your account and export your history as a CSV Excel file or Google Sheet.
Source · core audit log
Submission Audit Logs
Form submissions have a detailed history that can always be referenced. Audit logs cannot be changed and the history from all users is tracked.
Source · core audit log
Sync Submissions to Dropbox
Dropbox integration seamlessly converts each form submission into a PDF document, then automatically uploads each PDF and any additional file attachments to your Dropbox Account.
Source · core integrations
Opportunity Pipelines
Boost practice growth with Opportunity Pipelines, tracking patient leads, follow-ups, and conversions in one streamlined system.
Source · core
Pricing built for how your practice works
Start with streamlined Forms . Add automated patient Engagement . Scale with Teams as you grow.
Source · core
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.
Source · core
Plan & Pricing FAQ
What is a packet and how does it relate to my plan? A packet is a container of forms that you send to a recipient to complete. A packet can have one form or multiple forms.
Source · core
Includes 50 active patients per month Need more
Includes 50 active patients per month Need more than 50 patients? Talk to sales .
Source · core
A packet is a container of forms that
A packet is a container of forms that you send to a recipient to complete. A packet can have one form or multiple forms.
Source · core
Yes, your monthly subscription will renew automatically each
Yes, your monthly subscription will renew automatically each month and each year for annual plans on the day that you signed up.
Source · core
Forms and Packets are online-first, so they will
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.
Source · core
Documents start off as a PDF file that
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.
Source · core
Integrations (4)
Embed Forms on Website
Embed your forms directly on your website for a seamless experience for your patients. Your forms are customized with your logo, brand, and styling to match your site.
Source · integrations
Interoperability
FormDr provides interoperability and customization solutions for every need, including Open API and select EMR / EHR integrations.
Source · integrations api
Open API and HL7
Automatically send patient data to a designated location in another program. Share data between FormDr and the EMR or other applications used in the practice.
Source · integrations api
Extend Your Account With Integrations
Connect with our pre-built integrations, or build your own with the FormDoctor Open API, Webhooks or HL7.
Source · integrations api webhooks
Automation and workflows (1)
Patient Appointment Reminder
Schedule automatic reminders to your patients to complete your forms before their appointment.
Source · automation
Collaboration (2)
EHR & EMR Integration
Share patient data back and forth from FormDr to common EMR systems seamlessly with EHR Integrations.
Source · collab integrations
Custom QR Code
Generate a unique QR code to print and/or share with patients. They can point, scan and access intake forms easily.
Source · collab
Reporting and analytics (4)
Custom Reporting
Monitor text messaging effectiveness to see patient response rates, track appointment scheduling trends to reduce no-shows, and analyze phone call data for improved communication.
Source · reporting
Form Analytics
Analyze data, improve patient responses, learn from patient behavior and raise your conversion rate.
Source · reporting
Google Sheets
Automatically send FormDr data to Google Sheets for sorting, searching, and analytics.
Source · reporting
CRM for Healthcare
FormDr’s CRM for healthcare empowers providers with a centralized system to store, track, and manage patient interactions effortlessly.
Source · reporting
Security and compliance (19)
HIPAA Compliant Form Features
Easily send and receive HIPAA compliant forms online. Filter By All All Data Collection Data Management Enterprise Integrations Patient Engagement Scheduling Security
Source · security integrations
HIPAA Compliant Electronic Signatures
Collect electronic patient signatures before the appointment. Easily give your patients the ability to digitally sign from their phone, tablet, or computer.
Source · security
HIPAA Compliant Form Builder
Easily build HIPAA compliant online forms. No coding is required to create secure online intake forms for your patients. All patient form submissions are encrypted in transit and rest.
Source · security
HIPAA Compliant Form Submissions
Patients sign and submit forms securely to your online account. Review and manage completed patient forms before the appointment.
Source · security
Square Payment Processing
Quickly and efficiently collect patient payments using a HIPAA-compliant payment processing widget with reporting capabilities and the easy customizations you expect from FormDr.
Source · security
HIPAA Compliant Mass Messaging
Reach all of your patients quickly with Mass Messaging. Send promotions, updates, and appointment reminders in just a few clicks.
Source · security
HIPAA Compliant Scheduling Software
Give your patients the convenience they expect with online patient scheduling. With real-time availability, scheduling a visit has never been easier.
Source · security real-time
HIPAA Compliant Two-Way Texting
Improve engagement and efficiency with real-time, HIPAA-compliant messaging. FormDr’s secure messaging platform enables real-time communication between healthcare providers and patients.
Source · security real-time
HIPAA Compliant Workflow Automation
FormDr’s drag-and-drop workflow builder lets you create custom automation in minutes—no coding or technical expertise needed.
Source · security automation
HIPAA Compliant Document Signing
Securely send HIPAA complaint documents to collect electronic signatures. Receive completed PDF documents, electronically signed, before the appointment.
Source · security
Kiosk Form Page
Configure a HIPAA compliant form kiosk page to display new patient registration forms, consent forms, and more.
Source · security
HIPAA Compliant Online Intake Forms
Emailing new patient intake forms risks the interception of PHI. FormDr is HIPAA compliant, all patient data is encrypted in transit and rest.
Source · security
User Management
Invite your team to your account and grant permissions to the exact features each user needs.
Source · security permissions
Dedicated Servers
Host your HIPAA compliant online forms and PHI on a dedicated server with a FormDr White Label Enterprise account.
Source · security
Encrypted HIPAA Compliant Forms
Your forms are protected with a 128-bit secure socket layer which encrypts your patient’s data.
Source · security
Print your patients submissions after the forms have
Print your patients submissions after the forms have been completed online. Adjust the formatting and text size to match your original paper forms.
Source · security
Resend HIPAA Compliant Forms
Resend completed patient intake forms. Patients will simply update what has changed, and leave the rest of the form completed.
Source · security
Trusted Devices Authorization
Skip two-factor authentication using Trusted Devices. Trusted Devices provides an extra layer of security for your FormDr account while saving time.
Source · security
Book a Free Demo
Schedule a demo to see how FormDoctor can streamline patient forms and automate engagement. Schedule a Demo FormDoctor gives your practice one HIPAA-compliant platform to collect forms, communicate with patients, and automate follow-up.
Source · security
See FormDr pricing in detail
This page lists what FormDr does. For per-seat math, tier comparison, and the full hidden-fee list, see the FormDr pricing breakdown.
Closest alternatives
Other healthcare forms tools buyers shortlist when they evaluate FormDr.
Sources
Features evolve. Confirm directly with the vendor before purchase decisions. This list was last refreshed on 2026-05-27.
Frequently asked questions
What features does FormDr include?
This page tracks 66 verified FormDr features across 6 categories, sourced from FormDr's official site.
Which tier do I need for FormDr?
FormDr's feature availability varies by plan. Compare the public FormDr tiers, calculator, and hidden fees on the FormDr pricing page.
How does FormDr compare on features to alternatives?
Buyers commonly compare FormDr against Jotform, Cognito Forms, Formstack. Each alternative's feature page is linked below where we cover it.