Revolutionize Your Data Collection with Forms & Surveys

Simplify onboarding and gather insights with HIPAA-compliant forms that automate, analyze, and elevate your patient experience—all in one place.

Forms And Surveys

Why Forms & Surveys Are Essential for Your Practice

Save Time, Delight Patients, and Drive Growth

Collecting patient information and feedback is at the core of delivering great care and growing your practice.

Funnel Cake MD solves this by offering:

  • Streamlined Workflows

  • Exceptional Patient Experiences

  • Actionable Insights

Powerful Features That Work for You

Customizable Forms

  • Create branded, customizable forms for intake, consent, and more—no coding needed. Collect exactly what you need while showcasing a modern, patient-first experience.

Smart Surveys

  • Collect meaningful feedback with smart, simple surveys—boost satisfaction, refine services, and show patients their voice matters.

Automated Data Collection

  • Automate forms and surveys to save time, reduce errors, and keep patient records up to date—no more paperwork or chasing responses.

Mobile-Friendly and Accessible

  • Easy, mobile-friendly forms your patients can complete anytime, anywhere—no apps, no hassle, just better engagement and accurate info.

Secure and HIPAA-Compliant

  • Patient privacy is non-negotiable—Funnel Cake MD keeps every form HIPAA-compliant, encrypted, and secure to build trust and protect your practice.

How It Works?

Create Custom Forms and Surveys

Use our drag-and-drop builder to design professional, branded forms and surveys in minutes.

Share with Patients

Send forms via email, SMS, or patient portals. Embed surveys on your website or social media to maximize engagement.

Collect and Sync Data

Automatically store responses in the Funnel Cake MD dashboard and sync them with patient records or your CRM.

Analyze and Optimize

Use built-in analytics to understand results and improve your forms, surveys, and overall practice efficiency.

Reimagine Data Collection with Funnel Cake MD

Make forms and surveys work for you. Simplify workflows, delight patients, and gather actionable insights—all from one secure, HIPAA-compliant platform.

Frequently asked questions

What types of forms can I create with Funnel Cake MD?

 Funnel Cake MD allows you to create a wide range of forms, including:

Patient intake forms Medical history forms

Consent and authorization forms

Program enrollment forms Feedback and satisfaction surveys

Lead capture forms for marketing campaigns

Are forms and surveys customizable?

 Absolutely! Our drag-and-drop builder lets you customize every aspect of your forms and surveys, including:

Adding fields like text boxes, checkboxes, dropdowns, or file uploads Branding forms with your logo and practice colors

Personalizing messages and instructions for your patients

 How are forms and surveys shared with patients?

Sharing forms and surveys is simple and flexible. You can:

Send them via email or SMS

Include them in your patient portal for easy access

Embed surveys on your website or social media pages

 Can I automate the process of sending forms and surveys?

Yes! Funnel Cake MD lets you automate the sending process based on triggers such as:

Appointment bookings

Completion of services

Specific patient milestones

You can also set up reminders to ensure patients complete forms before their appointments.

Are the forms and surveys HIPAA-compliant?

Yes! All forms and surveys are fully HIPAA-compliant, ensuring patient data is encrypted, secure, and handled according to healthcare privacy regulations.

Are the forms and surveys HIPAA-compliant?

Yes! All forms and surveys are fully HIPAA-compliant, ensuring patient data is encrypted, secure, and handled according to healthcare privacy regulations.

Can I sync responses with my patient records or CRM?

Absolutely. Responses can be automatically synced with patient records in your EMR or stored in your Funnel Cake MD dashboard for easy access. This eliminates manual data entry and ensures all information is up-to-date.

How can surveys help my practice grow?

Surveys provide actionable insights to improve your practice, such as:

Measuring patient satisfaction to refine services

Collecting feedback on new programs or offerings

Gauging interest in additional services or educational content

By listening to your patients, you can make data-driven decisions that enhance their experience and attract new patients.

Can patients fill out forms on their phones?

Yes! All forms and surveys are mobile-friendly and can be completed on any device—smartphones, tablets, or desktops. This ensures convenience and increases completion rates.

What analytics are available for forms and surveys?

 Funnel Cake MD provides built-in analytics to help you:

Track completion rates for forms and surveys

Identify trends in patient feedback

Use insights to optimize your processes and improve satisfaction

 Can I create anonymous surveys?

Yes, you can create anonymous surveys to encourage honest feedback and gain

deeper insights into patient experiences and preferences.

How do forms and surveys fit into other Funnel Cake MD features?

Forms and surveys integrate seamlessly with the rest of the Funnel Cake MD platform:

Use them as part of your patient onboarding or follow-up processes

.Include surveys in email or SMS campaigns to gather feedback.

Embed forms in your marketing funnels to capture leads and nurture prospects.

Do I need technical expertise to use the forms and surveys feature?

Not at all! Our user-friendly builder makes it easy for anyone to create professional forms and surveys without coding or technical skills.

How much does this feature cost?

 Forms and surveys are included as part of the Funnel Cake MD platform. There are no additional costs for this feature, so you can enjoy all the benefits without the need for third-party tools.

How do I get started with forms and surveys?

Getting started is easy:

Log in to your Funnel Cake MD account.

Access the forms and surveys builder in the dashboard

.Create your form or survey using the drag-and-drop editor.

Share it with your patients via email, SMS, or your portal.

Track and analyze responses in real time.

Questions? We’re here to help! Contact us at [email protected].

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