Automate your practice.
Grow your reputation.
From intake to follow-up, Formisoft handles forms, reminders, payments, and review requests so your team focuses on patients.
Live Activity
Sarah Johnson completed New Patient Intake
Marcus Rivera confirmed his 2:30 PM appointment
Emily Chen left a 5-star Google review
$45.00 copay collected from David Kim
New patient: Aisha Patel added from intake form
Appointment reminder sent to James Wright
Lisa Park completed Medical History Update
Rachel Adams confirmed her 4:00 PM appointment
Three ways Formisoft grows your practice
Every feature works toward one of three outcomes: a fuller schedule, a stronger reputation, or more time with patients.
Fill your schedule
Automated reminders and pre-visit intake keep patients committed and reduce no-shows.
- Automated SMS and email appointment reminders
- Pre-visit intake forms that commit patients to showing up
- Customizable timing: 24 hours, 48 hours, or set your own
- No-show follow-ups that re-engage patients automatically
Grow your reputation
Post-visit review requests route happy patients to Google and keep criticism private.
- Automated post-visit review requests via email or SMS
- Happy patients (4-5 stars) redirected to your Google Reviews page
- Unhappy patients (1-3 stars) give private feedback instead
- Your Google rating grows without your team lifting a finger
Save hours every week
AI forms, auto-filled records, and pre-visit payments eliminate manual work.
- AI builds your intake forms in seconds, not hours
- Patients complete everything before they arrive, on any device
- Data flows into patient records automatically, no re-typing
- Collect copays during intake, no front-desk processing
Everything your practice needs. Nothing it doesn't.
Scheduling, intake, payments, patient management, reviews, and automations. All in one HIPAA-ready platform.
Scheduling
- Appointment scheduling
- Online booking page
- Automated reminders
- No-show follow-ups
Payments
- Online payments
- Pre-visit copay collection
Patient Management
- Patient records
- Document storage
- Secure document sharing
- CSV import/export
- PDF export
Reviews & Reputation
- Automated review requests
- Google review routing
- Private feedback capture
Automations
- Workflow automations
- SMS & email notifications
- Intake magic links
- Webhooks, API, Zapier & Keragon
Forms & Intake
- AI form generation
- 25+ field types
- Conditional logic
- E-signatures
- 200+ templates
- Scored assessments
- Multi-page forms
- File uploads
Branding & Delivery
- Custom branding & white-label
- QR codes & embeddable forms
- Office-only fields
- Form analytics
Security & Team
- HIPAA-ready encryption
- Audit logging
- Team roles & permissions
- Mobile-responsive
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
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
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 payment is already collected. No front-desk processing needed. A 5% processing fee is applied per transaction.
Formisoft automates the tasks that keep your schedule full and your patients engaged. Five built-in workflows run on autopilot: appointment reminders that reduce no-shows, intake reminders that ensure patients arrive prepared, post-visit review requests that grow your Google rating, new patient welcome messages, and no-show follow-ups that re-engage patients who missed. Each can be sent via email or SMS with customizable timing and templates. Connect to external tools via webhooks, REST API, Zapier, and Keragon to push data to your EHR, notify your team, 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 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.
Ready to fill your schedule and grow your practice?
Join the healthcare providers who reduced no-shows, boosted their Google reviews, and saved hours every week.