Qualify and route patients seamlessly

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

Create your form

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.

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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.

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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.

Healthcare teams building on Formsort

FormHealth - Formsort qualifying patients formCandid - Formsort qualifying patients formVial - Formsort qualifying patients formAllara - Formsort qualifying patients formGoodRx - Formsort qualifying patients form

Formsort has everything you need to build and optimize an eligibility form

HIPAA-compliant form builder

Collect sensitive medical information securely

Partially completed forms

Get partial form responses and re-engage leads who gave up halfway through

Custom validation

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

Authenticated forms

Limit access to your forms to authenticated users


Place Formsort forms within a larger webpage

Returning responders

Allow users to return to a form and continue from the furthest point