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 (Front Desk)

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.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included