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Explore Formsort's form templates, including healthcare forms, fintech calculators, and more – simplify your forms with customizable options for every need.

Form Templates | Formsort

Formsort’s form templates can help you get started building your forms very quickly.

Form templates

The Appointment Request form template is a valuable tool for clinics and doctors to streamline appointment scheduling. This form empowers patients to schedule appointments online, providing the necessary information before their appointment, making the scheduling process efficient and convenient.

Online appointment scheduling: Allows patients to schedule appointments at their convenience, reducing administrative workload.

Patient information collection: Gather essential patient details, including name, contact information, and date of birth.

Conditional logic: Implement conditional logic to adapt the form based on patients' responses, ensuring relevant and targeted questions.

Formsort can sign a BAA to make this form template HIPAA-compliant.

Appointment request

SaaS companies can use this survey to drive predictable, recurring revenue as part of the Forget the Funnel approach. By conducting customer interviews, you can find out what your current customers think and feel about your product. It's important to ask the right questions when conducting customer interviews. Using this Customer Survey template, you will be able to ask your customers intentionally-worded, bias-free questions. Credit: Forget the Funnel.

Multi-step forms: Break up lengthy surveys into user-friendly stages for better engagement.

Conditional logic - form branching: Customize the survey based on responder answers.

Custom design: Create surveys that match your brand's identity.

Custom domain: Host your surveys using your own domain name for a seamless user experience.

Customer survey template - CLG

FAST is a functional assessment method that involves a self-report checklist to identify whether maladaptive behavior is maintained by attention, tangibles, escape, sensory stimulation, or pain alleviation.

This template includes name, number, and select questions, as well as conditional logic.

Functional Analysis Screening Tool (FAST)

The Generalized Anxiety Disorder scale (GAD-7) is a diagnostic self-report scales for screening, diagnosis and severity assessment of anxiety disorder. Questions in this template are select questions with buttons.

Includes a calculated variable to create the GAD-7 score.

Generalized Anxiety Disorder scale (GAD-7)

The insurance form template simplifies collecting crucial insurance details from patients. This form is designed to efficiently gather the necessary information to streamline insurance processing.

Custom design: Customize the form's appearance to match your branding and make it visually appealing.

Embedded form: Embed the insurance form within your website or application for a seamless user experience.

Webhooks: Send collected insurance data to external systems, such as insurance databases or CRM platforms.

File uploads: Allow patients to upload insurance-related documents securely.

Custom validation: Ensure data accuracy with custom validation rules and error messages.

Insurance form

Use the interactive e-commerce quiz template to engage customers, gather valuable data, and provide personalized recommendations. This quiz is a practical tool to boost conversions, enhance customer experience, and drive sales.

Custom Design: Create quizzes that seamlessly match your brand's look and feel.

Conditional Logic: Craft dynamic quizzes that adjust based on responder input.

Interactive Questions: Engage customers with image-style select questions.

Interactive e-commerce quiz

Streamline the hiring process using Formsort's user-friendly job application template.

A job application form template. You can use this template to gather essential information from candidates interested in your open positions. The template includes fields for collecting the candidate's name, email address, resume file upload, and select questions to check their suitability for the role.

Tailored questions: Questions designed specifically for job applications.

Intuitive customization: Easily adapt the template to match your company's needs.

Responsive layout: Ensure seamless access from any device.

Conditional logic: Incorporate conditional logic for a personalized application experience.

Job application form

The medical history form template allows for the comprehensive collection of patient health information. This HIPAA-compliant form template incorporates specific features to ensure a thorough and organized health history assessment while maintaining compliance with HIPAA regulations.

Collect information: Gather vital details, including the patient's medical history, current medications, allergies, and previous surgeries or treatments.

Calculated variables: Utilize calculated variables to automatically compute relevant health indicators or risk assessments based on patient responses, providing valuable insights for healthcare professionals.

Conditional logic: Implement conditional logic to customize the form dynamically based on patients' responses, presenting relevant follow-up questions or sections tailored to individual health concerns.

Compound questions (Repeating sub-questions): Incorporate compound questions to gather detailed information on medications or family history, allowing patients to provide comprehensive responses for each occurrence.

Medical history form template

The Mortgage Pre-Approval form template streamlines lenders' ability to collect essential initial loan information, assess applicant eligibility, and provide instant pre-approval to consumers. This versatile template is designed to increase loan conversions and improve borrower experience.

Loan information collection: Gather essential details from applicants, including income, employment, and credit history.

Efficient qualification: Expedite applicant qualification for mortgage pre-approval, saving time for both lenders and borrowers.

Customizable form: Tailor the form to capture specific loan-related information and use your own brand's design

Document upload: Allow applicants to upload necessary financial documents securely for verification.

Real-time calculation: Automatically calculate loan amounts, down payments, and monthly payments based on user inputs.

Compliance checks: Utilize Formsort's API capabilities to seamlessly exchange data with external compliance monitoring services.

Mortgage pre-approval

The Net Promoter Score (NPS) form template is a market research tool that assesses responders' likelihood of recommending a company, product, or service to a friend or colleague. This form helps businesses measure customer satisfaction and identify potential promoters and detractors.

NPS assessment: Collect responders' answers to calculate the Net Promoter Score and identify promoters, passives, and detractors.

Customizable questions: Tailor survey questions to gather specific insights into customer satisfaction and recommendations. Ask a custom follow-up question based on the responder's score in the first question.

Custom design: Customize the form's appearance to match your business branding and design.

Net promoter score (NPS)

The SaaS onboarding form template streamlines the process of opening an account for leads by efficiently collecting their details. Simplify account setup and ensure a smooth onboarding experience with this form template.

Customizable form: Tailor the form to capture specific lead details.

User-friendly interface: Provide an easy and on-brand experience for leads.

Data security: Ensure the security of collected data during the account creation process.

Onboarding form

The ‘Patient Health Questionnaire-4’ (PHQ-4) is a measurement of depression and anxiety tool. Its items are drawn from the first two items of the ‘Generalized Anxiety Disorder–7 scale’ (GAD–7) and the ‘Patient Health Questionnaire-8’ (PHQ-8). Questions in this template are select questions with buttons.

Includes a calculated variable to create the PHQ-4 score.

Patient Health Questionnaire (PHQ-4)

The 9-question Patient Health Questionnaire is a diagnostic tool that helps screen adult patients in a primary care setting for the presence and severity of depression. Questions in this template are select questions with buttons.

Includes a calculated variable to create the PHQ-9 score.

Patient Health Questionnaire (PHQ-9)

This patient onboarding form template simplifies the process of gathering critical patient information. By using branching logic, healthcare providers can qualify patients based on their location and age, ensuring efficient and targeted data collection.

Patient information: Gather essential patient details, such as name, contact information, and medical history.

Branching logic: Implement conditional logic to qualify patients based on geographical location and age.

Data security: Ensure patient data security and confidentiality (HIPAA compliant).

Patient onboarding

The patient satisfaction survey template offers healthcare providers a powerful tool to gather valuable feedback from patients. This template incorporates specific features to ensure a comprehensive assessment of patient satisfaction while maintaining compliance with privacy regulations. The template is easy to use and provides a structured platform for collecting feedback from patients. This helps healthcare providers identify areas of improvement and take necessary steps to address the issues.

Collect information: Gather feedback on various aspects of the patient experience, including quality of care, communication with healthcare providers, facility cleanliness, and overall satisfaction.

Anonymity: Ensure patient anonymity to encourage honest and unbiased feedback, fostering a safe environment for patients to express their opinions freely.

Select questions for rating: Utilize select questions with rating scales to quantify patient satisfaction levels and identify areas for improvement with precise metrics.

Open questions for additional feedback: To complement quantitative ratings, include open-ended questions that allow patients to provide additional feedback, insight, or suggestions. These questions can be skipped if patients do not wish to provide additional feedback, insight, or suggestions.

Patient satisfaction survey template

The pediatric symptom checklist form template serves as a vital tool to quickly identify cognitive, emotional, and behavioral problems in pediatric patients. This form template streamlines the assessment process, enabling early interventions to address these issues effectively.

Conditional logic: Customize the checklist based on responses for targeted assessments.

Boolean questions: Gather binary data to support the assessment.

Calculated score: Automatically calculates a score from the answers provided.

Leverage Formsort's pediatric symptom checklist form template to assess and address cognitive, emotional, and behavioral problems in pediatric patients. This will ensure early intervention and support for better outcomes.

Pediatric symptom checklist form

This price sensitivity form template allows businesses to collect insights about pricing perception, helping them make informed decisions about their pricing strategies. It is designed to assess how a target audience perceives the pricing of a product or service.

Custom design: Customize the form's appearance to align with the business branding and design.

Customizable questions: Tailor the form's questions to collect specific insights about pricing perceptions.

Results analysis: Analyze form responses to make informed pricing decisions.

Price sensitivity

The product recommendations quiz template helps you gather detailed information about responders' preferences, so you can suggest the right product. To ensure precise recommendations, the template includes fields for collecting the responder's zip code, select and multiple-select questions, and conditional logic.

Conditional logic: Dynamically adapt the quiz based on previous answers.

Calculated variable: Based on the respondent's answers, calculate a score and suggest products aligned with their needs.

Multi-step forms: Break up lengthy quizzes into user-friendly steps for a smoother experience.

Custom design: Create quizzes that align with your brand's visual identity.

Product recommendations quiz template

The Question Showcase form template demonstrates the diverse question types available in Formsort. With this template, users can explore and understand how various question types work within a form.

Explore an extensive selection of question types, including but not limited to:

Custom (bring your own questions into the form)

This question showcase form template allows users to interact with a variety of question types. Whether you're designing surveys, assessments, or data collection forms, this template provides insights into Formsort's flexibility and versatility.

Question showcase

Healthcare practices can leverage the QIDS (Quick Inventory of Depressive Symptomatology) form template to objectively assess and rate a patient's depression level. This specialized template is designed to assist healthcare professionals in evaluating and understanding depressive symptoms in their patients. It includes select questions, a calculated score, and a results page based on the responder's score.

Select questions: gather detailed information about depressive symptoms for an accurate evaluation.

Calculated score: automatically calcualates the QIDS score to support clinical assessment.

With Formsort's QIDS assessment form template, healthcare practices can evaluate and address depressive symptoms in patients effectively.

The Quick Inventory of Depressive Symptomatology (QIDS)

The trivia quiz template offers an engaging way to create scored quizzes. It assigns points to questions and calculates scores at the end of the quiz, enabling instant feedback based on respondents' responses. This interactive template is ideal for testing knowledge and providing an enjoyable quiz experience.

Scored quiz: Assign points to questions and calculate the total score at the end of the quiz.

Instant feedback: Provide immediate feedback to respondents based on their quiz performance.

Select questions: Use select questions to present a variety of quiz challenges.

Calculated variables: Incorporate calculated variables to automatically generate quiz scores.

Background image: Enhance the quiz's visual appeal by adding background images for a captivating experience.

Trivia quiz with scores

The weight loss patient onboarding form template streamlines the onboarding process for patients seeking weight loss services. This form is designed to collect essential information to tailor weight loss programs and ensure a comprehensive understanding of the patient's health and goals.

This template disqualifies patients based on their age, BMI, and medical conditions.

Collect information: Gather essential details, including the patient's name, contact information, and date of birth.

Calculated variables: Implement calculated variables to automatically compute BMI and age from the responders' answers, providing instant and accurate health insights.

HIPAA compliance: Ensure strict adherence to HIPAA regulations, safeguarding patient data and maintaining the highest standards of confidentiality and security.

Conditional logic: Utilize conditional logic to tailor the form dynamically based on patients' responses, ensuring relevant and targeted questions for a personalized experience.

Weight loss patient onboarding form

The YRMS (Young Mania Rating Scale) assessment form template is a valuable tool used to screen for manic states. Each question within this form rates the severity of abnormalities in the patient, making it an effective instrument for continuously evaluating manic symptoms. This survey can be used for self-diagnosis or to guide clinicians in treatment planning and monitoring progress.

Select questions: Use select questions designed to evaluate specific aspects of manic symptoms.

Calculated score: Automatically computes the YRMS score to quantify manic symptoms severity.

Results page: Provide tailored results based on the responder's YRMS score, offering insights into the patient's condition.