Generate a bulk export of patient submissions that will be saved as a CSV Excel file. Select your frequency, time of day to export, and which forms you would like to export submissions from. Then configure your transfer protocol.
Both SFTP and FTP-SSL are secured by an extra layer of encryption.
Securely export your patient submissions by connecting to your server over FTP-SSL (Explicit Auth TLS) or by SFTP (SSH File Transfer Protocol).
Either transfer protocol uses encryption and a 256-bit key to transfer your data safely and securely to your server.
With FormDr, your PHI will remain encrypted in both transit and at rest. Your data will be secured with all of the physical, technical, and administrative safeguards to remain HIPAA compliant. A business associate degree is included with your account.
Set the export schedule that works best for you. Configure your export to occur on a daily, weekly, or monthly basis. You can also set a specific time of day that your submissions are transferred.
Test your connection by sending a sample CSV Excel export to your server before starting your scheduled export.
FormDr gives your practice everything needed to easily send and receive HIPAA compliant forms online. We help practices who:
With file upload fields, your patients can upload their prescriptions, x-rays, medical records, insurance card photos and more with their form submission.
Boost practice growth with Opportunity Pipelines, tracking patient leads, follow-ups, and conversions in one streamlined system. Stay organized and maximize revenue by managing every opportunity from first contact to scheduled appointment.
Securely send HIPAA complaint documents to collect electronic signatures. Receive completed PDF documents, electronically signed, before the appointment.
FormDr’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.
