Insurance Verification
Verify coverage in Formisoft Flow before the visit
Learn about Insurance VerificationGet prepared
Explore Get preparedEvery intake submission builds or updates the patient chart. Demographics, insurance, allergies, and form history live in one record with no re-typing at check-in.
Patient Record
SJ
Sarah Johnson
DOB: Mar 15, 1985 · Female
3
Medications
1
Allergies
Aetna
Insurance
Form History
New Patient IntakeJan 15
Follow-up VisitFeb 3
How it works
Patient Submits a Form
When a patient completes any intake form, Formisoft automatically detects patient fields like name, date of birth, phone, email, and insurance information.
Record Created or Updated
If it's a new patient, a record is created automatically. If they already exist, the record is updated with the latest information from the form submission.
Medical History Builds Over Time
Each form submission adds to the patient's record. Allergies, medications, conditions, and insurance details accumulate across all visits.
Access and Export Anytime
Search, filter, and view patient records from the dashboard. Export individual records or your entire patient roster as CSV for reporting or migration.
More in Get prepared
Other tools that work with Patient Management in the same step.
E-Signatures
Electronic signatures with complete forensic audit trails
Learn about E-SignaturesCustom Patient Fields
Optional chart fields, sync from intake forms when you need them
Learn about Custom Patient FieldsOnline Payments
Collect payments directly through your intake forms
Learn about Online Payments
Connected on Formisoft
Patient Management 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 Patient Management in your practice
Connect this action to the patient journey without adding more front-desk work.
