Patient Management
Automatic patient records from every form submission
Learn about Patient ManagementCollect copays, deposits, and balances during intake on the patient's phone. Funds go to your practice through Stripe, with less card swiping at the front desk.
Link your practice's Stripe account through the Formisoft dashboard. Stripe Connect routes payments directly to your bank, Formisoft never holds your funds.
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.
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.
View payment status, amounts collected, and transaction history from the Formisoft dashboard. Export reports or reconcile with your billing system.
Other tools that work with Online Payments in the same step.
Automatic patient records from every form submission
Learn about Patient ManagementVerify coverage in Formisoft Flow before the visit
Learn about Insurance VerificationElectronic signatures with complete forensic audit trails
Learn about E-SignaturesOptional chart fields, sync from intake forms when you need them
Learn about Custom Patient FieldsConnected on Formisoft
Schedule, patient intake, onboard and message patients by SMS and email, visit, and grow, connected in one HIPAA-ready product.
Collect deposits or full copays during online appointment booking, fewer no-shows and less front-desk chasing.
Learn about Online Appointment BookingPayment fields live on intake forms attached to appointments, staff see paid status on the calendar.
Learn about Practice CalendarConnect this action to the patient journey without adding more front-desk work.