Get patients ready before the visit
Booking, intake, insurance, and payments on their phone. Chart-ready when they walk in.
The front desk solution that does the work for you
Scheduling, digital intake, automated outreach, and payment. Consolidated in one platform.
14-day free trial · BAA included
As featured in
Engage your patients
Reminders, recall, and review requests by text and email. No spreadsheet or call list.
Identify patients who should come back
Lapsed visits, incomplete intake, and no-show risk flagged automatically for your team.
The complete patient experience
From booking to follow-up, every touchpoint handled in one platform. Built for healthcare from day one.
formisoft.com
New Patient Intake
Harris Family Clinic
Enter full name
MM/DD/YYYY
Select provider
Submit
Book Your Appointment
Harris Family Clinic
New Patient Checkup30 min
Mon
3
Tue
4
Wed
5
Thu
6
Fri
7
9:00 AM
11:00 AM
1:00 PM
3:30 PM
Confirm Appointment
Patient Communication
Automated SMS workflows
Reminder
Hi Sarah, Your appointment with Dr Harris is tomorrow at 10:00 AM. Complete your intake form before you arrive:
formisoft.com/f/welcome
Follow Up
Harris Clinic: Thank you for visiting today! We'd love to hear about your experience:
formisoft.com/f/rate-experience
How was your visit?
Harris Family Clinic
Pre-Visit Payment
Secure checkoutOffice Visit Copay
Dr. Harris - March 4, 2026
$35.00
•••• •••• •••• 4242
12/27
•••
Pay $35.00
256-bit encrypted, PCI compliant
Incoming Call
AI Virtual Receptionist answering
0:42
Live Transcript
Appointment Confirmed
Tuesday, March 10 at 10:00 AM with Dr. Harris
AI-powered forms with healthcare fields, e-signatures, and scored assessments
formisoft.com
New Patient Intake
Harris Family Clinic
Enter full name
MM/DD/YYYY
Select provider
Submit
Book Your Appointment
Harris Family Clinic
New Patient Checkup30 min
Mon
3
Tue
4
Wed
5
Thu
6
Fri
7
9:00 AM
11:00 AM
1:00 PM
3:30 PM
Confirm Appointment
Patient Communication
Automated SMS workflows
Reminder
Hi Sarah, Your appointment with Dr Harris is tomorrow at 10:00 AM. Complete your intake form before you arrive:
formisoft.com/f/welcome
Follow Up
Harris Clinic: Thank you for visiting today! We'd love to hear about your experience:
formisoft.com/f/rate-experience
How was your visit?
Harris Family Clinic
Pre-Visit Payment
Secure checkoutOffice Visit Copay
Dr. Harris - March 4, 2026
$35.00
•••• •••• •••• 4242
12/27
•••
Pay $35.00
256-bit encrypted, PCI compliant
Incoming Call
AI Virtual Receptionist answering
0:42
Live Transcript
Appointment Confirmed
Tuesday, March 10 at 10:00 AM with Dr. Harris
Common questions
Quick answers to the questions we hear most.
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, 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 in Formisoft Flow 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. 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. Pair with automated eligibility verification in Formisoft Flow before the visit.
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. See the integrations overview or manage connections from the Automations page in your dashboard.
Ready to simplify your front office?
Patients complete intake on their phone. Reminders and follow-ups go out automatically. Your team walks in knowing who is ready.
