Patient intake,
beautifully simple
Build HIPAA-ready intake forms in seconds. Patients complete them on any device. Data flows to your system automatically.
$49.99/mo · Cancel anytime · HIPAA compliant
Click + to add a field, or drag to reorder.
Patient Name *
Date of Birth *
Insurance Provider
Healthcare
Trusted by clinics, therapists, dental offices, and more
Everything you need for modern intake
Simple enough to set up in minutes. Powerful enough for your most complex workflows. No learning curve, no missing features.
AI Form Builder
Describe your form in plain English and watch it appear — or start from a template and make it yours.
- AI generation from natural-language prompts
- Drag-and-drop canvas with slash command menu
- Healthcare & general templates library
- Duplicate, reuse, and version your forms
25+ Smart Fields
Every field type you need — from basics to healthcare-specific — ready to drop into any form.
- Text, number, date, select, multi-select, rating
- E-signatures and file uploads
- Stripe payment collection
- Insurance, medications, allergies, conditions, consent, photo upload, and more
Logic & Multi-Page
Build smart forms that adapt to each patient and guide them through complex intakes step by step.
- Conditional show/hide based on answers
- Custom validation rules (regex, min/max, required)
- Multi-page forms with progress bar
- Draft auto-save so patients never lose progress
Intake Workflows
Automate the entire pre-visit experience — from scheduling to completed intake, no manual steps.
- Appointment scheduling with availability
- Automated SMS & email reminders
- Post-visit review collection
- No-show follow-ups — all on autopilot
Branding & Sharing
Make every touchpoint feel like your practice. Share forms anywhere your patients are.
- Custom logo, colors, and fonts
- White-label the entire patient experience
- QR codes for waiting rooms and print materials
- Embed forms, password-protect, or share via SMS
Analytics & Integrations
Connect to 200+ tools and see exactly how your forms perform.
- 200+ integrations — EHR, scheduling, billing, labs, and more
- Patient management with full medical records
- CSV import/export and payment collection
- Audit logging and team role permissions
One plan. Everything included.
No feature gates, no per-form fees. Every capability is available from day one.
Connect to your entire practice stack
Formisoft integrates with over 200 healthcare tools — from EHRs to scheduling to billing.
EHR & EMR
Push patient data directly into your electronic health records — no copy-paste, no double entry.
Scheduling & Calendar
Sync appointments and trigger intake workflows automatically when a visit is booked.
Communication
Send SMS and email reminders, confirmations, and follow-ups through the tools you already use.
Billing & Labs
Collect co-pays at intake, verify insurance, and route lab orders — all before the visit.
Three steps to paperless intake
Set up in minutes, not weeks. No IT department needed.
Build your form
Use AI, pick a healthcare template, or build from scratch. Add insurance capture, medications list, e-signatures, and more.
Send to patients
Share a link, send a magic-link email, generate a QR code for your waiting room, or embed on your website.
Collect & connect
Submissions flow into patient records automatically. Review before appointments. Export to your EHR via webhook or API.
8 min
saved per patient visit
98%
patient satisfaction rate
75%
fewer data entry errors
3x
faster than paper intake
Loved by healthcare teams
500+ providers trust Formisoft for patient intake.
“We used to spend 45 minutes per patient on paperwork. With Formisoft, patients fill everything out before they arrive. It changed our practice completely.”
Dr. Jeffrey Harris
Family Medicine, Harris Clinic
“The AI form builder saved us weeks of setup time. We described our intake needs and had a professional multi-page form in under a minute.”
Alicia Klein
Office Manager, Lakeside Pediatrics
“Our patients love filling out forms on their phones before visits. No-shows dropped by 40% since we started sending intake links ahead of time.”
Dr. Henry Collins
Physical Therapist, Collins PT
Security is not an afterthought
Every layer of Formisoft is designed to meet HIPAA's administrative, physical, and technical safeguard requirements.
256-bit encryption
All data encrypted at rest (AES-256) and in transit (TLS 1.3).
US-hosted data
All data is stored and processed exclusively in the United States. Your data never leaves US borders.
Role-based access
Granular permissions ensure staff only see what they need.
Complete audit trail
Every access and change is logged with timestamps and user IDs.
BAA available
Business Associate Agreement included on Enterprise plan.
Common questions
Quick answers to the questions we hear most.
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 available on the Enterprise plan.
Yes. Formisoft integrates with Twilio for 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 Stripe payment field to your pre-visit intake form. When patients complete their form before arriving, the co-pay is already collected. No front-desk processing needed. A 5% processing fee is applied per transaction.
Formisoft includes five built-in workflows: appointment reminders, intake reminders, post-visit review requests, new patient welcome messages, and no-show follow-ups. Each can be sent via email or SMS with customizable timing and templates. Plus, 200+ integrations via webhooks, Zapier, and Make let you automate anything — push data to your EHR, notify your team on Slack, 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 with 200+ tools through native integrations, webhooks, and platforms like Zapier and Make. This includes EHR/EMR systems, scheduling tools, billing platforms, communication tools, and labs.
Ready to modernize your intake?
Join 500+ healthcare providers who have eliminated paper forms and saved hours every week.
$49.99/mo · Cancel anytime
