FormDoctor Patient Intake Tools

FAQ

I’m not receiving emails.

Many web hosts don’t deliver WordPress’s default email reliably. Go to FormDoctor → Practice Tools → Email delivery, turn on SMTP and enter your email provider’s SMTP details (there are presets for Gmail, SendGrid, Mailgun, Amazon SES, Brevo and Postmark). Then click Save and send test email. If the test fails, the tab shows the error and the SMTP conversation (with your password hidden).

Use a From address on your own domain, and set up SPF and DKIM for it with your provider.

Can different answers go to different thank-you pages?

Yes. In the form builder, go to Settings → Redirects and add rules like “If Which office? is Westside, go to /thank-you-westside/”. Rules are checked from the top and the first match is used; otherwise visitors go to the default page (or stay on the form with a success message).

How do I send submissions to Zapier, Make or my CRM?

In the form builder, go to Settings → Webhook, turn it on and paste the webhook URL. Click Send test to send sample answers before you save. Each submission is posted as JSON (or form data) with the fields, their labels and the page it came from. Add a signing secret to get an X-FormDoctor-Signature header (sha256= HMAC of the body) the receiving app can verify. Private and local network addresses are refused.

Where is the SMTP password stored?

Encrypted in your WordPress database, and never shown again after you save it. To keep it out of the database entirely, add define( 'FDRCF_SMTP_PASSWORD', 'your-password' ); to wp-config.php. If your site’s security keys (salts) change, enter the password again.

Are submissions saved?

No. Submissions are emailed and not stored in your database. Uploaded files are deleted as soon as the email is sent.

Can I move my Contact Form 7 forms over?

Yes. If Contact Form 7 forms exist on the site, the Contact forms tab under FormDoctor → Practice Tools shows an Import from Contact Form 7 button. The templates, Mail, Mail (2) and messages are copied across. Update the shortcodes on your pages to [formdr_form id="…"]. Contact Form 7 can stay active while you switch.

Is this plugin HIPAA compliant?

No. Use FormDoctor for HIPAA-compliant forms.

Do the Practice Tools collect patient information?

No. The insurance checker, router, estimator and checklist run in the visitor’s browser and send nothing to your site. Keep router questions general (who the visit is for, what kind of visit) rather than asking about symptoms. When patients are ready to share their details, use FormDoctor for secure intake.

How is “Open now” worked out?

From each location’s hours and closed dates, in the time zone set under Settings → General. It updates every minute while the page is open, so it stays correct on cached pages.

Can I change the colors of the Practice Tools?

They use your theme’s fonts. Set the accent color with CSS, e.g. .fdrcf-tool { --fdrcf-accent: #0a7d5a; }.

Do forms imported from Contact Form 7 use the drag-and-drop builder?

Imported forms open in the code editor, so they keep their exact layout and look. Click Switch to builder when you want to edit one with drag and drop, and pick a style on the Style step.

How do I style the form?

Use the Style step, or choose “My theme’s style” to let your theme style it. Every element has a class (.fdrcf, .fdrcf-form-control, .fdrcf-not-valid-tip, .fdrcf-response-output…) and each tag accepts id: and class: options.

Can I track conversions?

Set Settings → Redirect after sending to a thank-you page, or listen for the fdrcf:mailsent event on the form wrapper:

document.addEventListener( 'fdrcf:mailsent', function ( e ) { /* e.detail */ } );