On the Formisoft platform

Part of Collect, Patient intake: digital, complete, before the visit

View full overview

Collect capability

Online Payments

Collect payments directly through your intake forms

Money hits your account before the patient walks in. No separate billing portal, no chasing cards at check-in.

85%Pre-visit payment collection rate
2 minAverage payment setup time
$0Additional platform fees
Payments
$12,480
Collected
47
Payments
98%
Success
Recent
S
Sarah J.
$75.00Paid
M
Mike T.
$150.00Paid
L
Lisa K.
$50.00Pending

How it works

  1. Connect Your Stripe Account

    Link your practice's Stripe account through the Formisoft dashboard. Stripe Connect routes payments directly to your bank, Formisoft never holds your funds.

  2. Add Payment Fields to Forms

    Drag a payment field onto any intake form. Set a fixed amount for deposits, or let patients enter a variable amount for balances and fees.

  3. Patient Pays During Intake

    When patients complete their intake form, they pay in the same flow. No separate payment links or phone calls. Card details are handled securely by Stripe.

  4. Track Everything in the Dashboard

    View payment status, amounts collected, and transaction history from the Formisoft dashboard. Export reports or reconcile with your billing system.

More in Collect

Other tools that work with Online Payments in the same step.

Part of Collect on the platform

Built for real practices

What practices get with online payments, included from day one.

Stripe Connect Integration

Payments go directly to your practice's bank account through Stripe Connect. Formisoft never touches your funds.

Embeddable Payment Fields

Add payment collection to any form with a drag-and-drop payment field. Works alongside all other form fields.

Fixed and Variable Amounts

Set a fixed payment amount or let patients enter custom amounts for outstanding balances, deposits, or product purchases.

Real-Time Dashboard

Track all payments, statuses, and patient details from one dashboard. See total collected, pending, and refunded at a glance.

FAQ

Does Formisoft charge additional fees on payments?

No. Formisoft does not add any markup to your payments. You only pay standard Stripe processing fees (typically 2.9% + 30¢ per transaction). Funds go directly to your connected Stripe account.

Is payment processing HIPAA compliant?

Yes. Stripe is PCI DSS Level 1 certified, and Formisoft never stores card numbers or sensitive payment data. The payment flow is fully compliant with healthcare privacy and security requirements.

Can patients pay a custom amount?

Yes. You can configure payment fields as fixed-amount (e.g. $50 deposit) or variable-amount where the patient enters how much they want to pay toward a balance.

How long does it take to set up payments?

Most practices complete Stripe Connect onboarding in under 10 minutes. Once connected, adding a payment field to a form takes seconds using the drag-and-drop builder.

More FAQs

Try Formisoft

Scheduling, patient intake, patient communications, telehealth, and reviews in one platform, one login.

Start trial