Run your front office from one platform

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 runs the full patient journey on autopilot. Smart tags identify who needs outreach — lapsed patients, incomplete intake, no-show risk. Visual flows trigger on bookings, form submissions, and tag changes: appointment reminders, intake nudges, post-visit reviews, and no-show follow-ups via SMS, email, or voice AI. One-off campaigns blast any segment with a live audience preview before send. Five built-in workflow playbooks get you started in minutes. Connect to your EHR via native connectors, Keragon, Zapier, or webhooks.

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.