Formsort for medical practices

Create smart HIPAA-compliant forms to digitize your patient services and streamline your workflow with Formsort’s low-code form solutions. Use templates and quick-build options for fast, efficient data capture. Enhance with advanced logic and design customization for a seamless patient experience and optimized data management.

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Companies building with Formsort

FormHealth - Formsort health quiz form builderCandid - Formsort health quiz form builderVial - Formsort health quiz form builderAllara - Formsort health quiz form builderGoodRx - Formsort health quiz form builder

Transform your digital strategy with HIPAA-compliant forms

Build secure, HIPAA-compliant forms tailored for your medical practice—easily streamline patient intake, onboarding, and data collection. Formsort's simple, low-code platform enables your team to create, customize, and securely manage forms that enhance patient care

Top Features

HIPAA & data security

Keep patient data secure with Formsort’s HIPAA-compliant platform, ensuring privacy at every step.

Read more about HIPAA compliance.

Dynamic forms

Create responsive, personalized forms that adapt to each user’s input in real time, delivering a streamlined and relevant experience without complex coding.

Read more about dynamic forms

Data validation & error messages

Real-time data validation and in-line error messages improve accuracy and minimize response mistakes.

Read more about custom validation

API variables

Access medication lists, verify patient IDs, and check insurance coverage instantly with Formsort’s powerful API connections.

Read more about API variables

Integration capabilities with your systems

Sync with your PMS and EHR system for seamless data transfer and automated updates.

Read more about EHR integration

Capture partial responses

Formsort captures partial responses, allowing you to re-engage leads who haven't submitted the quiz.

Read more about partial responses

Custom validation

Validate responder data with custom validators, and provide custom error messages.

Custom validation

Returning responders

Allow users to return to a quiz and continue from the furthest point.

Returning responders

Case studies

Allara has seen its onboarding conversion rate more than double since switching to Formsort. In addition, the team has seen an 80% reduction in form building time. Allara now provides better, more responsive care by leveraging diagnostic and check-in flows throughout the patient journey.

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Since using Formsort, Vial has increased form completion rates by 30%, reduced engineering costs, and shortened its form building timeline from weeks to 1-2 days. Vial’s product and marketing teams now design, iterate and ship their sign-up flows inside Formsort - without involving their developers.

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How Formsort supports essential healthcare forms and workflows

Patient intake and registration

Accelerate patient onboarding with dynamic intake forms that capture essential personal and medical details, reducing manual entry and improving data accuracy for first-time patients.

Take advantage of Formsort’s content library to create an inventory of reusable content blocks across your forms for consistency, accuracy, and compliance.

Qualification and screening

Streamline patient qualification and screening with forms that automatically assess eligibility for services, treatments, or clinical trials. 

Use advanced logic to create branching paths in the qualification process, tailoring questions based on patient responses to ensure the right criteria are met for your service, specific procedures, or care pathways.

Appointment scheduling

Manage vaccine appointments and consent digitally, allowing patients to select time slots, provide necessary consent, and supply health information.

Use Formsort’s consent module to acquire patient consent. Read more about secure appointment scheduling.  

Medical history

Offer personalized, secure medical history forms that adapt to each patient's responses, helping you identify potential medication conflicts and provide tailored care for improved patient safety.

Use repeating questions to efficiently collect data about medicines, doses, and other relevant information. 

Diagnostic assessments

Create diagnostic evaluations to assess symptoms, conditions, and risk factors. Use calculated variables to automatically generate results, improving efficiency and precision in the diagnostic process.

Learn about Formsort’s DSM-IV-based mental health assessments for depression and anxiety.

Develop consent and release forms for treatments, procedures, or data sharing. Customize these forms to meet legal and compliance requirements, ensuring patients fully understand and agree to procedures, data use, or participation in research.

Use Formsort’s e-signature and document storage features to streamline the consent process, enabling secure, HIPAA-compliant documentation.

Insurance and billing authorization forms

Ensure smoother transactions with smart forms that gather and verify insurance details, process billing authorizations, and integrate with your billing systems for efficient claim processing.

Add some fun with confetti animation to confirm verification. 

Customer feedback and satisfaction surveys

Capture valuable patient feedback on services through custom satisfaction surveys, helping you identify improvement areas and enhance customer experiences, leading to increased patient retention.

Personalize your surveys with template formatting functions, designed to drive engagement.