Pricing & Plans

Formisoft offers three plans for every practice size:

• Intake ($49.99/mo): digital intake, AI form builder, templates, and e-signatures
• Front Desk ($149.99/mo): scheduling, patient tags, SMS/email inbox, payments, and reviews
• Autopilot ($349.99/mo): Front Desk + smart tags, campaigns, automation flows, and Voice AI Receptionist, includes 2,000 flow triggers ($0.10 each after) and 250 insurance verifications ($0.20 each after) per month
• Optional add-on: Formisoft Telehealth ($49.99/mo)
• Enterprise pricing for SSO, SLAs, and dedicated support

Intake is limited to 1 seat. Front Desk and Autopilot include 1 seat; additional team members are $19.99/mo each. If you collect payments, a 5% processing fee applies per transaction.

No. Here's complete transparency on costs:

• Three plans: Intake, Front Desk, and Autopilot. No per-form or per-patient fees
• New accounts start with a 14-day Front Desk trial
• Intake is limited to 1 seat; Front Desk and Autopilot include 1 seat, additional members $19.99/mo each
• Voice AI Receptionist included with Autopilot (no per-call fees)
• Autopilot flow triggers: 2,000 included per month, then $0.10 each
• Autopilot insurance verification: 250 included per month, then $0.20 each
• Payment collection: 5% processing fee per transaction
• SMS messages: standard messaging rates apply
• No setup fees, no onboarding fees, no minimum commitment

Yes. No long-term contracts and no cancellation fees:

• Cancel from Settings > Billing > Manage Billing
• Data and access remain available until the end of your billing period
• Reactivate at any time

Yes. The Enterprise plan includes everything in Autopilot plus:

• SSO (Single Sign-On)
• Custom operational handoffs
• Dedicated support and SLAs
• Volume pricing for large organizations
• Priority feature requests

A BAA is already included on every plan. Contact our sales team for Enterprise pricing.

Your Formisoft subscription includes one team member. You can invite more:

• 1 seat included per plan; additional seats are $19.99/mo each
• Seats are added when you invite someone and removed when you revoke access
• Billing adjusts automatically, no manual changes needed