Patients show up ready.
They leave five stars.
Scheduling, intake, reminders, payments, and review requests, all handled before your patient walks in. Your team just focuses on care.
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
Three ways Formisoft gives your team time back
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
One plan. Everything your practice needs.
Scheduling, patient communication, payments, reviews, intake, and team management. All included at $79.99/month.
Scheduling
- Appointment scheduling
- Online booking page
- Automated reminders
- No-show follow-ups
Payments
- Online payments
- Pre-visit copay collection
Reviews & Reputation
- Automated review requests
- Google review routing
- Private feedback capture
Automations
- Workflow automations
- SMS & email notifications
- Intake magic links
- Webhooks, API, Zapier & Keragon
Patient Management
- Patient records
- Document storage
- Secure document sharing
- CSV import/export
- PDF export
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
The complete patient experience
From booking to follow-up, every touchpoint handled in one platform. Built for healthcare from day one.
New Patient Intake
Harris Family Clinic
Book Your Appointment
Harris Family Clinic
Mon
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Tue
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Wed
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Thu
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Fri
7
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
Incoming Call
AI Virtual Receptionist answering
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
New Patient Intake
Harris Family Clinic
Book Your Appointment
Harris Family Clinic
Mon
3
Tue
4
Wed
5
Thu
6
Fri
7
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
Incoming Call
AI Virtual Receptionist answering
Live Transcript
Appointment Confirmed
Tuesday, March 10 at 10:00 AM with Dr. Harris
What teams are saying
Real feedback from practices that made the switch.
“We switched from paper forms and honestly I was nervous about the transition. Took us about an hour to set up our first intake form. Patients started completing it on their phones that same week. Front desk has been noticeably calmer since.”
Rachel D.
Practice Manager, Bayside Family Medicine
Priya A.
Owner / Dermatologist, Clear Day Dermatology
“I tried a few platforms but they all felt like they were built for big hospital systems. Formisoft is the first one that actually made sense for a two-provider clinic like ours. Simple pricing, no bloat.”
Marcus T.
Office Administrator, Summit Physical Therapy
“The scheduling + intake combo is what sold us. Patients book online, fill out their paperwork, and show up ready. We used to call every new patient the day before to walk them through forms. That just... stopped.”
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 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 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 run your front office the modern way?
Join the healthcare practices that reduced no-shows, grew their Google reviews, and gave their teams hours back every week.