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 20+ 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
• Patient records with demographics, medical data, and documents
• Online payments and copay collection
• Webhooks, REST API, Zapier, and Keragon, alongside your EHR

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 20+ 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.

Our team sets it up with you on the call:

• We turn your paper forms into digital forms (the AI drafts them in seconds)
• We add your logo and set up reminders
• You send the link by email, SMS, or QR code

Book a short call at formisoft.com/demo. There is no self-serve signup and no trial: our team opens your account after the call and sets it up with you.

• Tell us about your practice and pick a time that works
• On the call we look at your current forms and how patients book
• We open your account and set up your intake forms and reminders with you
• Everything included, BAA included, pricing set on the call

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.