Patient Management

Yes. Every patient gets a complete profile with:

• Demographics — name, DOB, gender, email, phone, address
• Insurance information — primary and secondary coverage
• Medical data — medications, allergies, conditions (ICD-10), emergency contacts
• Documents — uploaded insurance cards, IDs, referral letters, lab results
• History — all form submissions, appointments, and communications

When Patient Mode is enabled on a form, submissions automatically create or update patient records — no manual data entry.

In Form Settings, set Patient Mode to "New Patient — Auto-create patient record":

• A field mapping panel appears where you map form field tags to patient record fields (firstName, lastName, email, dateOfBirth, etc.)
• When a patient submits the form, Formisoft automatically creates a new patient record with all mapped data
• For existing patients, use "Existing Patient" mode with appointment-based intake — submissions update their existing record

Yes. Go to your Patients page and use the import feature:

• Upload a CSV with up to 500 patients at a time
• Map your CSV columns to Formisoft fields (name, DOB, email, phone, address, etc.)
• Patients are created in bulk with all your data preserved
• You can also export your entire patient list to CSV at any time

Yes. In Settings, enable auto-generation of patient IDs:

• Every new patient automatically receives a unique clinic-assigned ID
• You can also enter external IDs or MRN (Medical Record Numbers) manually
• Link patients across your existing systems using external identifiers

The Patients page has a search bar and filter options:

• Search by first name, last name, email, or phone number (case-insensitive)
• Filter by status: active, inactive, or archived
• Results are paginated (25 per page) with total count displayed
• Click any patient to see their full profile with medical data, documents, and history

Yes. Each patient profile has a documents section:

• Upload files up to 50MB — PDFs, images (JPG, PNG, GIF), and Word documents
• Use it for insurance cards, photo IDs, referral letters, lab results, signed consent forms
• Files are stored securely in AWS S3 with pre-signed access URLs
• Upload timestamps and uploader attribution are tracked for audit purposes