Online Payments
Collect payments directly through your intake forms
Collecting payments shouldn't require a separate system. Formisoft integrates Stripe Connect so you can add payment fields to any intake form — copays, deposits, outstanding balances, or product purchases — and have funds deposited directly into your practice's bank account.
Patients pay securely during the intake process, before they even walk through the door. Your front desk no longer needs to chase payments or process cards at check-in. Every transaction is recorded in the Formisoft dashboard with real-time status, amounts, and patient details, giving your billing team full visibility without switching between systems.
Setting up payments takes minutes: connect your Stripe account, add a payment field to a form, set the amount (fixed or variable), and publish. Formisoft handles PCI compliance, receipt generation, and refund processing. For practices collecting deposits for procedures or consultations, patients see exactly what they're paying for and receive instant confirmation.
How it works
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.
Add Payment Fields to Forms
Drag a payment field onto any intake form. Set a fixed amount for copays, or let patients enter a variable amount for balances and deposits.
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.
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.
Key features
Everything included with online payments, built into the platform.
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 copay 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.
PCI Compliant
Stripe handles all card data. Your practice never stores sensitive payment information, keeping you PCI compliant automatically.
Instant Patient Receipts
Patients receive automatic email receipts after successful payment. Your staff doesn't need to generate anything manually.
Refund Processing
Process full or partial refunds directly from the Formisoft dashboard without logging into Stripe separately.
Payment Analytics
View collection trends, average payment amounts, and form-level revenue to understand your practice's financial performance.
Expected results
Ideal for
Frequently asked questions
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 copay) 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.
Related
Patient Management
Automatic patient records from every form submission
Learn moreFeatureAppointment Scheduling
Full calendar with provider availability and conflict detection
Learn moreWorkflowPre-Visit Intake Automation
Every patient arrives chart-ready
Learn moreWorkflowInsurance Verification
Capture and verify insurance before the visit
Learn moreUse CasePatient Payment Collection
Collect patient payments and financial agreements digitally
Learn moreUse CaseNew Patient Intake
Digitize your entire new patient onboarding process
Learn moreUse CasePatient Intake for Med Spas
Polished digital intake for aesthetic and wellness clinics
Learn moreReady to streamline your practice?
Start your free trial and see how online payments works in Formisoft. Every feature is included from day one.