Form Flow – Build, Share, and Collect Digital Forms with Ease

Forget paper packets, email attachments, and manual data entry. With Form Flow, practices can create dynamic, reusable forms that streamline patient intake, assessments, and care planning.

Paperwork delays? Printing? Scanning? File-sharing fatigue?

Dynamic Forms That Fit Your Workflow

Form Flow combines flexibility and compliance, giving providers the tools to create forms that adapt to different patient needs, specialties, and care models.

Drag-and-drop form builder with conditional logic

Create smart forms that adapt based on patient responses, ensuring accurate and efficient data collection.

Pre-built templates

Start faster with templates for intake, assessments, progress tracking, and treatment planning, all customizable to your practice.

Editable and reusable

Save forms for repeated use across sessions, staff members, or providers—no need to start from scratch every time.

Instantly share with patients

Send forms directly through the patient portal or during sessions for easy completion.

Patient-friendly completion

Patients can securely complete and submit forms on web or mobile, reducing back-and-forth delays.

HIPAA-compliant data collection

All submissions are stored in a secure, encrypted environment with audit tracking for compliance.

Impact: Why Form Flow Matters

Digital forms aren’t just convenient—they transform the provider-patient workflow.

Streamline onboarding & assessments

Replace stacks of paper with digital forms that are always available and organized.

Capture accurate, structured data

Collect standardized responses that integrate into treatment notes and patient records.

Eliminate delays

Patients complete and submit forms instantly, removing bottlenecks from intake and ongoing care.

Improve collaboration

Patient, providers, and admins can all engage in the process with clear, shared access to forms and submissions.

End-to-end encryption. Zero inbox stress.

All files are protected with HIPAA-compliant encryption from upload to access—so your team can collaborate securely without relying on email.