formisoft

Get patients ready. Keep care on schedule.

One front-desk workflow for online booking, intake completion, copay collection, and follow-up so your team stops chasing patients across disconnected tools.

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14-day free trial · BAA included

Front desk coordinator helping patients at a clinic reception
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The patient journey, handled

From booking to follow-up, every routine touchpoint handled by the same front-desk system. Built for healthcare from day one.

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 checkout

Office Visit Copay

Dr. Harris - March 4, 2026

$35.00

•••• •••• •••• 4242
12/27
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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

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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. Your EHR stays the system of record; add optional handoffs through Keragon, Zapier, API, 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 does not require an EHR project to start. Booking, intake, reminders, payments, reviews, and follow-up run inside Formisoft. When a specific handoff saves work, use webhooks, the REST API, Zapier, or Keragon. See the integrations overview or manage connections from the Automations page in your dashboard.

Get every patient from booked to followed up

Formisoft handles the routine front-desk work so your team can focus on the patients in front of them.

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