Getting Started

Formisoft is a patient intake platform built specifically for healthcare providers. It replaces paper clipboards and generic form tools with a purpose-built system that includes:

• Drag-and-drop form builder with 25+ field types (including healthcare-specific fields like insurance capture, medications, allergies, and e-signatures)
• AI-powered form generation — describe what you need or scan a paper form
• Automated SMS and email workflows (reminders, review requests, welcome messages, no-show follow-ups)
• Appointment scheduling with real-time availability
• Full patient records with demographics, medical data, and documents
• Post-visit review collection with Google Reviews integration
• Stripe payment processing for co-pays and fees
• 200+ integrations with EHR, scheduling, billing, and more via webhooks, Zapier, and Make

Everything is HIPAA-ready 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
• Configure branding, scheduling, and workflows through simple 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 are live in under 15 minutes:

• AI builder generates a complete multi-page intake form in under a minute
• 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.

Formisoft is $49.99/month with no feature gates and no per-form or per-patient fees.

• Every capability is available from day one — AI builder, all 25+ field types, SMS, automated workflows, integrations, patient management, analytics
• 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.