Qualify and route patients seamlessly

Formsort lets you streamline your patient intake journey. Determine eligibility, personalize care, and prioritize inquiries with self-directed assessments.

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Healthcare teams building on Formsort

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Empower your patients

Give patients the tools to determine their own eligibility for your care pathways. Complete intake forms, verify insurance, and collect payment with composable components.

Eliminate busywork, personalize care

Formsort streamlines the assessment process, eliminating back-and-forth interactions with seamless and compliant digital experiences.

Create HIPAA-compliant routing forms that use conditional logic to screen and qualify patients before they book with you. Free your providers to focus on care rather than data collection.

How can Formsort help you qualify patients?

Personalize experiences with complex logic

Each patient is unique. Use conditional logic to qualify leads and send them down the right path based on their responses to questions around symptoms, demographics, medical history and more.

Run real-time calculations

Use calculated variables to calculate a score or show patients real-time information - like nearby pharmacies and drug prices - by pulling data from your own backend via API.

Design a form that matches your brand

Tailor the look and feel of your customer conversations to reflect your unique brand, maintaining consistency throughout the experience. Your brand, not ours.

Keep your form data secure and HIPAA-compliant

Formsort doesn't store your data for the long-term. Use our native integrations to securely send data to data stores like BigQuery. Use Webhooks for everything else - Healthie, Salesforce, and more.

Patient intake form templates

Quickly launch HIPAA-compliant forms using our ready-to-use templates.

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