How does Patient Mode work on forms?

In Form Settings, set Patient Mode to "New Patient" (auto-create patient record on submission):

  • 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

Get every patient ready before the visit.

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

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