formisoft

Patient paperwork, completed before the appointment.

Patients fill out forms, sign consents, and upload insurance cards from their phone. No clipboards, no chasing.

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BAA included · Set up with you · Cancel anytime

The Formisoft dashboard on a phone showing today's schedule
A patient filling out the intake form on a phone

Trusted by independent practices

Bright HorizonTruenorthWellspringHarmonyMasseur KinésithérapeuteGreenOakOptometry 411

While you run your practice,

Formisoft gets every patient ready.

01

Upload the forms you already use. Formisoft makes them digital.

Drop in your PDF or Word packet. It becomes a mobile form with signatures and insurance card upload.

The Formisoft form builder editing a New Patient Intake form

02

Patients fill them out at home. From their phone.

Each patient gets a secure link. Reminders go out until the forms are done.

A patient filling out the New Patient Registration form on a phone

03

Your front desk sees who's ready. Check‑in takes seconds.

Completed forms land in the patient record, next to the appointment. You see who still needs a nudge.

The Formisoft inbox showing a submitted New Patient Intake next to the patient's appointment

Everything included. Set up for you.

Priced for your practice on a short call. No contracts, no setup fee.

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  • Unlimited HIPAA intake forms & e-signatures
  • AI form builder & 200+ templates
  • Unlimited staff, 3 providers included
  • Online booking & calendar
  • SMS & email appointment reminders

Common questions

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.

Yes, with delivery tracked for every message.

Yes. Add a payment field to your intake form and it's collected before they arrive. A 5% processing fee applies per transaction.

Reminders, intake nudges, and no-show follow-ups run on their own. Turn on the ones you want and edit the messages. 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 before the visit.
Keep your clinical system. Send completed forms as PDFs, or connect through webhooks, the API, or Zapier. We help you pick on the call. Explore integrations.

Less paperwork at check‑in. More time for patients.

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