Records – Your Online File Cabinet for Patient Forms

We understand searching through hundreds of patient forms is difficult. That’s why FormDr is proud to announce Patient Records, the new standard in form management.

Patient Records

Records gives you the control to manage your patients’ forms. Completed forms automatically load into the patient’s record. Add notes, files, images, and keep track of the history of your patients.

  • Automatic Grouping – Each patient will have an associated record. We automatically group your patients by the ‘Name’ field on your form + Email Address, Phone Number, or DOB. Quickly merge duplicate patients together with the ‘Merge’ button.
  • Notes, Files, Images – We made it easy to add unlimited notes, files, and images to your patients record.
  • History – Keep track of changes to your patients record. See when a form was sent + received, track when notes are added or modified, and get notified when the patient demographics are updated.
  • Demographics – patient demographics are automatically populated with the information the patient provides. We understand that you may use FormDr alongside an EMR/EHR, so we have added patient demographics to streamline future integrations.

Send + Receive

At our core, FormDr’s primary focus is to simplify your ability send + receive forms online. We have re-labeled your ‘Submissions’ tab to ‘Send + Receive.’ With this change, we have added ‘archive’ that will simplify your ability to send + receive with FormDr.

  • Archive Completed Forms – Having a long list of forms can be cumbersome, so we added the ability to ‘Archive.’ The archive button will remove the form from the ‘Send + Receive’ page, and store it only in the Record. You can still delete forms, by clicking on ‘Edit’ and then ‘Delete.’