Patient Management
Automatic patient records from every form submission
Learn about Patient ManagementGet prepared
Explore Get preparedTrack referral source, mobility aids, or any data your EHR does not store. Map form questions once and every future intake syncs to the patient record.
Custom Patient Fields
Optional chart fields, sync from intake forms when you need them
Custom Patient Fields
Chart · Sarah J.3 custom fields
Custom data
Referral source
Google
Pain level (1–10)
4
Last PT date
Jan 12, 2026
Intake form
“How did you hear about us?”
Google
sync
Chart field
Referral source
Google
TextDateDropdownStaff-only
How it works
Define fields in Settings
Add text, date, select, and other field types. Set who can view and edit them.
Map form questions
Connect intake form fields to chart fields so submissions update the record.
View on the patient chart
See custom data with contact, insurance, and clinical sections in one hub.
Staff fill in-office
Complete staff-only forms at the desk when patients prefer paper or phone intake.
More in Get prepared
Other tools that work with Custom Patient Fields in the same step.
Insurance Verification
Verify coverage in Formisoft Flow before the visit
Learn about Insurance VerificationE-Signatures
Electronic signatures with complete forensic audit trails
Learn about E-SignaturesOnline Payments
Collect payments directly through your intake forms
Learn about Online Payments
Connected on Formisoft
Custom Patient Fields works with the rest of your front office
Schedule, patient intake, onboard and message patients by SMS and email, visit, and grow, connected in one HIPAA-ready product.
Try Custom Patient Fields in your practice
Connect this action to the patient journey without adding more front-desk work.
