Your entire front office.
Automated.

Yes. Formisoft is designed to meet HIPAA’s administrative, physical, and technical safeguard requirements. This includes 256-bit AES encryption at rest, TLS 1.3 in transit, role-based access controls, complete audit logging, and US-only data hosting. A BAA is included on every plan.

Yes. Formisoft has built-in SMS. Text intake links, appointment reminders, review requests, and no-show follow-ups directly to patients. Delivery status is tracked for every message.

Yes. Add a payment field to your pre-visit intake form. When patients complete their form before arriving, the payment is already collected. No front-desk processing needed. A 5% processing fee is applied per transaction.

Formisoft automates the tasks that keep your schedule full and your patients engaged. Five built-in workflows run on autopilot: appointment reminders that reduce no-shows, intake reminders that ensure patients arrive prepared, post-visit review requests that grow your Google rating, new patient welcome messages, and no-show follow-ups that re-engage patients who missed. Each can be sent via email or SMS with customizable timing and templates. Connect to external tools via webhooks, REST API, Zapier, and Keragon to push data to your EHR, notify your team, sync to Google Sheets, and more.

Yes. Patients can photograph the front and back of their insurance card directly from their phone. Images are stored securely alongside their policy details, subscriber info, and group number.

Formisoft connects to your tools through four methods: webhooks (real-time event notifications), a full REST API for custom integrations, Zapier for no-code automation with 7,000+ apps, and Keragon for healthcare-specific integrations with 300+ pre-built HIPAA-compliant connectors. All managed from the Automations page in your dashboard.