Getting started

Formisoft is a patient intake platform for healthcare practices. Its job: every patient ready before the visit. A visit is ready when all the forms attached to it are submitted. Formisoft includes:

• Patient Readiness: the dashboard shows who is ready today and tomorrow, with a one-tap Remind for everyone else
• Drag-and-drop form builder with 25+ field types, including insurance capture, medications, allergies, and e-signatures
• AI form builder: describe what you need, or upload a paper form or PDF
• Automatic intake reminder emails 48 hours before the visit when forms are not done
• Online booking, a calendar, and SMS and email appointment reminders (Front Desk)
• Patient records with demographics, medical data, and documents
• Online payments and copay collection (Front Desk)
• Webhooks, REST API, EMR connectors, Zapier, and Keragon (Front Desk)

ISO 27001 and ISO 27799 certified infrastructure and HIPAA-aligned safeguards from day one.

From your dashboard, click the "New Form" button in the top right. You'll see three creation methods:

• AI generation: type a prompt like "New patient intake form for a dental office with insurance, medications, and consent" and a complete multi-page form appears in seconds
• Image upload: snap a photo of your existing paper form and the AI converts it to a digital form with the correct field types
• Templates: browse healthcare-specific templates by category (patient registration, consent, medical history, etc.) and customize one

You can also start with a blank canvas and add fields using the slash command menu: type "/" in the empty input at the bottom of the form.

Yes. When creating a new form, choose "From image" and upload a photo or scan of your paper form.

• The AI analyzes the document layout and content
• Generates a fully editable digital version with matching fields, labels, and structure
• Automatically selects healthcare-specific field types when appropriate (e.g. insurance capture, medications list)
• Open the result in the drag-and-drop builder to customize: add conditional logic, reorder fields, change types, and more

Not at all. Formisoft is designed so anyone on your team can build forms and manage patients:

• Type questions directly in the document-style canvas
• Use the slash command menu ("/") to pick from 25+ field types
• Drag fields to reorder them
• Set up branding, scheduling, and reminders with toggle switches and dropdowns

No code, no IT setup, no learning curve. If you can use a word processor, you can use Formisoft.

Most practices can be live the same day:

• The AI builder drafts a complete multi-page intake form in minutes
• Add your logo and brand colors in Settings
• Toggle the form to "Published" in Form Settings
• Share the link with patients via email, SMS, or QR code

If you're migrating from paper, you can photograph your existing forms and have digital versions ready the same day.

There is no self-serve free trial. Formisoft plans are paid from day one. If you want to try it first, our team can grant a Front Desk trial on request. It includes:

• Scheduling, intake, SMS and email inbox, payments, unlimited HIPAA forms, templates, e-signatures, and the AI form builder
• To ask for a trial, contact us or book a demo
• When a trial ends, subscribe to Front Desk to keep everything, or choose Intake ($49.99/mo) for forms only.
• To start right away, subscribe to Intake ($49.99/mo) or Front Desk ($149.99/mo)
• No long-term contracts, cancel anytime

Formisoft is used across healthcare specialties including:

• Family medicine and primary care clinics
• Dental offices
• Physical therapy and chiropractic practices
• Mental health and behavioral health providers
• Dermatology, ophthalmology, and optometry clinics
• Pediatricians and urgent care centers
• Surgical centers and specialty practices

Any practice that collects patient information, from solo providers to multi-location organizations, can use Formisoft.