Payments & billing

Yes, on Front Desk. Add a "Collect Payment" field to any form using the slash command menu (type "/" then select it from Advanced). In the field's settings (gear icon), configure:

• Product name (e.g. "New Patient Registration Fee")
• Amount (e.g. $25.00) and currency
• Pricing type (one-time or recurring)

Patients see a secure payment form embedded in your intake form. Payment is processed when they submit. A 5% processing fee is applied per transaction.

Yes, on Front Desk. Collect copays and deposits with the payment field:

• Add a payment field to your pre-visit intake form with the payment amount
• Send the intake link before the appointment
• Patients complete their forms and pay in a single step
• By the time they arrive, payment is already collected, so the front desk has nothing to process

A 5% processing fee is applied per transaction.

Formisoft applies a 5% processing fee on each payment collected through intake forms:

• Covers payment processing and platform infrastructure
• No additional monthly fees for the payment feature on the Front Desk plan
• You only pay the processing fee when you actually collect a payment

Go to Settings and connect your payment account:

• One-click setup process
• Once connected (status shows "active"), create products with custom pricing
• Payments are settled directly to your bank account
• Access your payment dashboard anytime for reporting, refunds, and payout management

Yes. Your Payments section shows:

• All collected payments with amount, status, associated form, patient name, and timestamp
• Payment analytics: total revenue, payment counts, and trends
• Direct access to your payment dashboard for detailed financial reporting

Formisoft supports all major payment methods:

• One-time and recurring payments
• Custom product names and amounts per payment field
• All major credit and debit cards accepted
• Card processing is PCI compliant: card details never touch Formisoft servers