Features
Every primitive a therapy practice actually needs.
FormAlly ships with the primitives a clinical workflow demands and none of the demoware that gets cut at the end of every onboarding. Below: what’s in the product today, and what’s coming.
Forms
A form builder that thinks in clinical primitives
Eight composable primitives let you express a complete clinical intake, consent packet, treatment plan, or invoice — without dropping into custom code.
Conditional logic: hide, show, require, or branch on any prior answer.
Calculated fields: PHQ-9 totals, BMI, claim-line subtotals, anything you can write a formula for.
Repeating sections: a session-note row per appointment, a goal row per treatment plan.
Pagination + tabs: long forms split into focused steps with a saved-state progress bar.
Workflows
Status-machine workflows, not folder soup
Every form lives inside an explicit state machine. You can see at a glance what's stuck and where, and the audit log records every transition.
Configurable states: intake → review → approve → invoice → discharge, or any pattern your practice runs.
Per-state assignees: route automatically to a clinician, supervisor, biller, or admin.
Auto-renewal nudges: gentle reminder cadence with no manual queue babysitting.
Bulk actions and saved filters for the inbox a busy practice actually has.
Roles + permissions
Role-based field visibility, end to end
FormAlly's first-class roles primitive means clinicians, supervisors, billers, and patients each see exactly the fields they need — nothing more, nothing less.
Show / hide / require by role, configured once per form.
Internal vs external roles: keep PHI off patient-facing surfaces by default.
Per-form role overrides for organizations with unusual sign-off chains.
Server-side enforcement — not just a UI toggle. Hidden fields are stripped before serialization.
Approval chains
Sign-offs by email, no login required
Send a form to a supervisor for approval and they sign in their inbox. The chain advances, the audit log captures it, and FormAlly nudges anyone who's lagging.
One-click approve / request changes / reject from email.
Multi-step chains — supervisor, then biller, then practice owner.
Cryptographically-signed approval tokens with a short TTL.
Auto-renewal cron: lapsed reminders go out at the cadence you set.
Databases
Tables that link to forms
FormAlly's database engine handles lookups, calculations, and repeating-section storage. Build an intake that pulls from your CPT catalog, an invoice that totals itself, a goals tracker that updates as sessions get logged.
Postgres-backed tables with typed columns and Prisma-style validation.
Lookup fields on forms reference any table you've built.
Repeating sections write to a child table automatically — no SQL.
Read-only API for reports and exports; no PHI ever leaves your tenant.
Trust + compliance
HIPAA structurally, not as an afterthought
FormAlly was built with HIPAA in the foundation — not bolted on. Every component, every log, every dependency was chosen with the BAA already in mind.
Signed BAA on signup. Required before any PHI enters the system.
Field-level encryption for sensitive answers, envelope keys at rest.
Tamper-evident audit log with user, action, timestamp, and IP.
No PHI sent to AI vendors. Period. Future AI features run only against models on your BAA.
Roadmap
What’s next
Early-access practices help us decide the order. If something here is critical for your workflow, tell us when you request access — that moves it up.
Validated PRO scoring
PHQ-9, GAD-7, BDI, PCL-5, and the other assessments your practice already runs — scored automatically with longitudinal trends.
Sentiment + trend analysis
Surface weak signals from free-text notes without sending PHI off-platform.
Reporting dashboards
Productivity, outcomes, and revenue — the reports a practice owner actually wants, drawn from data already in FormAlly.
Patient-facing portal
Self-serve scheduling, document signing, and assessment completion in a patient experience that matches your practice's dignity.
Ready to see it on your practice’s data?
Request access and we’ll set up your tenant, sign the BAA, and walk through a first form together.