Revolutionize Your Data Collection with Forms & Surveys

Simplify patient intake, uncover valuable insights, and streamline your practice—all with Funnel Cake MD’s intuitive, HIPAA-compliant forms and surveys.

Automate, Analyze, and Elevate Your Practice From patient onboarding to actionable feedback, Funnel Cake MD’s forms and surveys empower you to collect the data you need—quickly, securely, and effortlessly.

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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. Yet, manual processes waste time, frustrate patients, and lead to errors.

Funnel Cake MD solves this by offering:

Streamlined Workflows: Automate and digitize data collection, saving time and reducing errors.

Exceptional Patient Experiences: Make onboarding and communication easy and stress-free.

Actionable Insights: Use surveys to understand patient needs and improve your practice. When you make data collection seamless, everyone wins.

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Powerful Features That Work for You

Customizable Forms

Tailor forms to your unique needs—no coding required.

Design patient intake forms, health questionnaires, consent forms, or program sign-ups.

Add advanced elements like file uploads, conditional fields, and digital signatures.

Brand your forms with your logo and practice colors to create a professional impression.

Why This Matters:

Custom forms ensure you collect exactly what you need while presenting your practice as modern, efficient, and patient-focused.

Smart Surveys

Engage your patients and collect valuable feedback with surveys that are as smart as they are simple.

Use post-appointment surveys to understand patient satisfaction.

Run polls or quizzes to gauge patient interests or preferences.

Leverage anonymous surveys to get honest feedback for continuous improvement.

Why This Matters:

Surveys give you real-world insights into what your patients value, helping you refine your services and increase satisfaction.

Automated Data Collection

Say goodbye to paperwork and manual follow-ups.

Send forms and surveys automatically when patients book appointments or complete visits.

Sync responses directly with patient records or your CRM for seamless integration.

Automate reminders to ensure patients complete forms before appointments.

Why This Matters:

Automation reduces administrative workload, eliminates human error, and ensures you have the information you need when you need it.

Mobile-Friendly and Accessible

Make forms and surveys easy to complete anytime, anywhere.

Patients can fill out forms from their phones, tablets, or computers.

No downloads or extra steps—just a smooth, frustration-free experience.

Ensure accessibility for all patients with intuitive, user-friendly design.

Why This Matters:

When completing forms is convenient, patients are more likely to engage—and provide complete, accurate information.

Secure and HIPAA-Compliant

Patient privacy is non-negotiable, and Funnel Cake MD ensures every form and survey meets the highest security standards.

Encrypted data transmission protects sensitive information.

HIPAA-compliant storage ensures regulatory peace of mind.

Patients trust that their information is handled securely.

Why This Matters:

Confidence in data security fosters trust, which is essential for building lasting patient relationships.

How Forms & Surveys Help

Your Practice Thrive

Streamline Operations

Reduce appointment delays with pre-filled patient intake forms.

Digitize consent forms and medical histories for instant access.

Automate repetitive tasks, so your staff can focus on care.

Delight Patients

Offer a smoother, more professional onboarding experience.

Show patients you value their feedback by sending surveys after visits.

Provide clarity and convenience, enhancing satisfaction and loyalty.

Gain Valuable Insights

Use survey results to improve patient care and refine services.

Gather data for research, marketing, or program development.

Make data-driven decisions to grow your practice.

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Why Choose Funnel Cake MD

for Forms & Surveys?

All-In-One Solution

Forms and surveys are fully integrated into Funnel Cake MD’s platform, eliminating the need for third-party tools. Manage everything from patient communication to data collection in one place.

Save Time with Automation

From sending reminders to syncing responses, automation ensures nothing falls through the cracks.

Get Actionable Results

Built-in analytics help you monitor form and survey completion rates, identify trends, and make data-driven improvements to your practice.

Boost Efficiency and Engagement

By digitizing and automating data collection, you improve workflows, reduce errors, and enhance patient satisfaction—all at once.

Start Baking - $97/Month

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.

Start Baking - $97/Month

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.