FormAlly — controlled rollout
Forms that respect your patients.
FormAlly is the HIPAA-grade form builder built for therapy practices. Role-based field visibility, status-machine workflows, and a signed BAA — so the form a clinician fills out and the form a patient sees are never the same form.
Currently in controlled rollout for solo and small group practices. Public signup opens later this year.
Trust and security
HIPAA + signed BAA
Your patients’ PHI never leaves your control. A Business Associate Agreement is on the table from day one.
Encrypted at rest, audited end-to-end
Field-level encryption, TLS in transit, and a tamper-evident audit log of every read and write — with PHI never passed to third-party AI vendors.
Built with therapists in the room
Designed alongside the practices that use it. Onboarded and ready in under an hour, not a week.
The product
The form builder built for clinical workflows.
Generic form tools weren’t made for the way therapy practices actually work — multi-party sign-off, repeating session notes, billing handoffs, audit-ready records. FormAlly was.
Role-based field visibility
Clinicians, billers, and patients each see exactly the fields they need. PHI hides itself by role, automatically — no manual redaction, no spreadsheet copies floating around.
Status-machine workflows
Intake to review to approve to invoice to discharge. Every form lives inside an explicit state machine, so you can see what's stuck and where — no more email archaeology.
Approval chains by email
Send a form to a supervisor for sign-off. They sign in their inbox, no login needed. Auto-renewal nudges keep things moving without you babysitting the queue.
Database tables and lookups
Forms link to database tables for repeating sections, calculations, and lookups. Build an intake that pulls from your CPT catalog, an invoice that totals itself, an outcome dashboard that updates live.
On the roadmap
Built deliberately, shipped in waves.
A few of the things our early-access practices are getting in the next few quarters.
Validated PRO scoring
PHQ-9, GAD-7, and the assessments your practice already uses, scored and trended automatically.
Sentiment + trend analysis
Pull weak signals out of free-text notes without sending PHI off-platform.
Reporting dashboards
Productivity, outcomes, and revenue summaries from data already in FormAlly.
Patient-facing portal
A patient experience that matches the dignity of your practice.
Ready to retire the JotForm + Sheets + paper stack?
Tell us about your practice. We’ll set you up, sign the BAA, and have your first form in patients’ inboxes within a day.