Keep patient forms and instructions current on your website.
Your front desk already keeps forms in a shared folder. Publish that folder on your website so patients always download the latest version — and the links in appointment reminders never go out of date.
FolderBloom shows a Dropbox or OneDrive folder on your website and keeps it up to date. Your files stay in your own storage.
Three ways medical & dental offices use FolderBloom
01
New-patient paperwork
Intake, history and insurance forms in one folder. Update a form and the website, reminder emails and QR codes in the waiting room all point to the new version.
Your folder
OneDrive / Website / Patient Forms
New Patient Intake.pdf
Medical History.pdf
Insurance Information.pdf
Financial Policy.pdf
On your websiteFile list
Search and sort by name or date
Preview PDFs in the browser
Permanent links for reminder emails
02
Before and after your visit
Organize instructions by procedure so patients find exactly what they need — on their phone in the parking lot, too.
Your folder
OneDrive / Website / Instructions
Before Your Visit /
After Your Procedure /
Medication Guides /
On your websiteCompact list
Folders and breadcrumbs for easy browsing
Mobile-friendly layout
Descriptions for each document
03
Staff resources behind a password
Share office policies, training checklists and schedules with staff through a password-protected folder on your site.
Your folder
OneDrive / Website / Staff Only Password
Office Policies.pdf
Opening Checklist.pdf
Holiday Schedule.xlsx
On your websiteFile list
Nothing listed until the password is entered
Change the password when staff changes
Live example
Patient forms
Forms patients can find, open in the browser and print — the New Patient Packet is pinned to the top. Click View on any form.
Dental practices can show cosmetic results with a before & after slider: drag it (or use the arrow keys) to compare. Pair photos in the dashboard; included with every gallery tier.
Replace a form in the folder and patients get the new one — no web developer needed.
Read forms without downloading
Patients open PDFs and Word forms right in the browser on any phone. You choose whether they can download them.
See what patients use
Download counts per form — no tracking cookies, and download records don't include visitor IP addresses.
Works on every phone
A clean, accessible layout that adapts to any screen.
One “New patient” pack
Gather the intake form, privacy notice and directions from different folders into one collection on your website — nothing is moved or copied, and each file keeps its own settings.
Recommended package
Files
The file library covers forms, instructions and staff documents for one practice website.
Files covers file lists, document previews, spreadsheet tables, menus, passwords and private client folders. Photo galleries, slideshows and before & after sliders need a gallery package; visitors downloading full-size photos needs Plus or Pro.
Publish general documents only — blank forms, instructions and policies. Never put patient records, test results, X-rays or other protected health information in any folder you connect — including password-protected and private client folders. FolderBloom isn't HIPAA compliant, isn't a patient portal and doesn't sign business associate agreements.
To share records with an individual patient, use a HIPAA-compliant patient portal or secure messaging service — not FolderBloom's client folders or passwords.
Patients download and fill in forms themselves; for online form submission, use your practice's forms or portal software.
Questions
FolderBloom for medical & dental offices: FAQ
Can patients submit forms through FolderBloom?
No — FolderBloom shares documents. Patients download, print or fill the PDF, then return it the way your office prefers.
We have several locations. Is that one license?
One license per website domain. A single site can have separate libraries for each location.
Does it track our patients?
Not in the advertising sense. Download records count each file per day and may note the referring website — they don't include IP addresses, and FolderBloom adds no tracking cookies. Like any web service, our servers and providers keep short security logs that can include IP addresses; see our Privacy Policy.
See your folder on a website — free.
Connect Dropbox or OneDrive, choose a folder and get a working preview. How it works
