Does Formisoft include 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
  • Patient tags and automatic system tags

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

Get every patient ready before the visit.

Book a short call. We set it up with you.

BAA included · We set up your front desk