Patient intake,
beautifully simple
Build HIPAA-ready intake forms in seconds. Patients complete them on any device. Data flows to your system automatically.
$79.99/mo · Cancel anytime · HIPAA compliant
Healthcare
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Trusted by clinics, therapists, dental offices, and more
Describe it. We build it.
Tell us what you need in plain English. Our AI generates a complete, multi-page intake form in seconds.
Your prompt
Generated form
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 your tools and see exactly how your forms perform.
- Webhooks, API & Keragon integrations
- Patient management with full medical records
- CSV import/export and payment collection
- Audit logging and team role permissions
Connect to your entire practice stack
Send patient data to your EHR, billing, and scheduling tools using webhooks, REST API, or Keragon.
New Patient Intake
Patient Name *
Date of Birth *
Email *
Appointment *
Co-pay *
Sarah Johnson
New patient intake received
EHR / EMR
Patient record created
Booking
Appointment confirmed
Co-pay
$25.00 collected via Stripe
SMS
Confirmation sent
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.
Loved by healthcare teams
Join the healthcare teams modernizing their 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 every 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 included on every 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, integrations via webhooks, REST API, and Keragon 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 to your tools through three methods: webhooks (real-time event notifications), a full REST API for custom integrations, and Keragon (a third-party healthcare integration platform). Use these to push data to your EHR, billing, scheduling, and communication tools.
Ready to modernize your intake?
Join the healthcare providers who have eliminated paper forms and saved hours every week.
$79.99/mo · Cancel anytime
