formisoft

Patient paperwork, completed before the appointment.

Patients fill out their forms, sign consents, and upload insurance cards from their phone. Your front desk sees who's ready before the day starts.

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Cancel anytime · BAA included

The Formisoft dashboard on a phone showing today's schedule
A patient filling out the intake form on a phone

Trusted by independent practices

Bright HorizonTruenorthWellspringHarmonyMasseur KinésithérapeuteGreenOakOptometry 411

While you run your practice,

Formisoft gets every patient ready.

01

Upload the forms you already use. Formisoft makes them digital.

Drop in your PDF or Word intake packet. AI turns it into a mobile form with signatures and insurance card upload, in minutes.

The Formisoft form builder editing a New Patient Intake form

02

Patients fill them out at home. From their phone.

Each patient gets a secure link before the visit. Reminders go out until the forms are done, so nobody starts the visit on a clipboard.

A patient filling out the New Patient Registration form on a phone

03

Your front desk sees who's ready. Check‑in takes seconds.

Completed forms land in your inbox, already filled into the patient record, next to their appointment. You know who still needs a nudge before the day starts.

The Formisoft inbox showing a submitted New Patient Intake next to the patient's appointment

Start small. Grow when you're ready.

From$49.99/month

Get started

Front Desk is $149.99/month for one seat and adds online booking, SMS reminders, the patient inbox, and payments. Each extra teammate is $19.99/month, and insurance checks are billed per check. Compare plans

  • Unlimited HIPAA intake forms
  • AI form builder & 200+ templates
  • E-signatures & consent forms
  • Automatic intake reminder emails
  • Insurance card capture
  • BAA included. Cancel anytime.

Common questions

Yes. Formisoft runs on ISO 27001 and ISO 27799 certified infrastructure with HIPAA-aligned safeguards, including AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, complete audit logging, and US-only data hosting. A Business Associate Agreement (BAA) is included on every plan.

Yes. Formisoft has built-in SMS. Text intake links, appointment reminders, 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.

Front Desk runs built-in automations for appointment reminders, intake nudges, and no-show follow-ups. Turn on the ones you need and customize the message templates. Patient tags and system auto-tags keep follow-up organized. On Intake, automatic intake reminder emails go out before the visit. Explore workflow playbooks.
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. Pair with automated eligibility verification on Front Desk before the visit.
Start with intake without replacing your clinical system. Download completed forms as PDFs, or explore Zapier and Keragon for a specific handoff. On Front Desk, webhooks, the REST API, and native EMR connectors are also available. Available connections and setup requirements depend on your tools; review the integrations overview before choosing a workflow. Explore integrations.

Less paperwork at check‑in. More time for patients.

Start with digital intake. Add booking, payments, and follow‑up when your practice needs them.

Get startedBook a demo