Get patients ready before the visit
Let patients book, complete forms, upload insurance cards, and pay from their phone. Give your team time to review before they arrive.
Patient paperwork, completed before the appointment.
Help patients complete their intake forms, signatures, and documents before they arrive. Bring booking, payments, and patient follow-up together as your practice needs them.
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Remind, collect, and respond
Send reminders and intake links, answer patient questions, and keep the conversation in a shared inbox.
Follow up before patients slip away
Use patient tags, campaigns, and automation flows to follow up on incomplete intake, missed visits, and review requests.
Ready for the visit. Connected after it.
Start with patient paperwork, then bring booking, payments, and communication into the same workflow. 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
AI-powered forms with healthcare fields, e-signatures, and insurance capture
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
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.
Choose an event, such as a booking or form submission, and configure the next steps in Formisoft Flow. Use patient tags to organize follow-up, or campaigns to reach a selected group. Workflow playbooks provide a starting point for reminders, intake nudges, and review requests. 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 in Formisoft Flow before the visit.
Start with intake without replacing your clinical system. Download completed forms as PDFs, or explore webhooks, the REST API, Zapier, and Keragon for a specific handoff. 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.
