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Integrations - Forms - FormDr - How to get started

How to connect to TrackStat & use FormDr form doctor

Updated this week

Watch the video above after you set up a trial with www.formdr.com

  1. Set up a free trial - basic version is the lowest tier, but does not offer in-person support, business offers support. You can schedule a demo with https://calendly.com/anshil-popli/trackstat-formdr-sync to learn more about their product.

  2. There is a $240 discount code for the first year of formdr. Please use: trackstatfd (this lowers business annual tier to $39/mo for a total of $468)

  3. If you do not have permission to connect with FormDr from their integrations tab please contact us for assistance.

    1. Send a chat or an email to [email protected] requesting access from FormDr to TrackStat

  4. Start with TrackStat Dynamic Simple for your template

  5. Connect formdr in to TrackStat

    1. Go to app.formdr.com integrations section.

    2. Connect specific form to Trackstat. If you get an error, you will have to contact support about an upgrade. If it is not connected, forms will be sent, but data from the form will not be imported into your EHR/EMR. You will not receive a notification when the form is complete, along with other benefits.

    3. Paste the specific form link into the 'form link' box within the integrations> formdr> area or the account settings.

      1. Get the link from app.formdr.com, then go to trackstat and paste the link into the form link merge field

  6. To turn off FormDr alerts about completed forms, disable the Form Builder Alerts setting.

FAQ

  • Where do I enter the promo code if I already have an account? Here is the code: trackstatfd

    • Go to 'my account>subscriptions>enter promo code

  • I can't connect formdr to Trackstat?

    • Silver and Gold subscriptions have 3rd party integrations with TrackStat. If you do not have this level, please contact us to support changing your level of TrackStat.

  • How do I stop messages from being sent from FormDr?

    • Go to My Account > turn off Form Builder Alerts

  • Why doesn't my field with a drop down map? If you started with the template this would not be an issue, but if you created your own question, here is what the issue is. Below you will see a question has a display name, field value which is what we refer to and then we look at the field value of the drop downs. If your drop down is option01, option02, we are not searching for that, we are searching for words that match the EHR field options.

    • See example below

      • 1=field display name

      • 2=field value

      • 3 and 4. If you have a question with drop downs, the drop downs need to match the display name. We are not looking for option01. We will search for 'Single' or 'single'. The easiest way to fix this with the Trackstat template, which is set up to map.

  • Default field values (if you started with the template)

TrackStat Name

FormDr Display Name

FormDr Field Value

First name

First name

firstName

Middle name

Middle name

middleName

Last name

Last name

lastName

Birthdate

Birthdate

dateofbirth

Sex

Sex

sexofpatient

Ethnicity

Ethnicity

ethnicity

Race

Race

raceofpatient

SSN

SSN

ssnofpatient

Marital status

Marital status

maritalstatus

Cell phone

Cell phone

cellphone

Home phone

Home phone

homephone

Email

Email

email

Address

Address1

address01

City

City

city

State

State

stateprovince

zip code

Zip code

zipcode

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