Patient records that fill themselves in.

Every form submission creates or updates the patient, so your list stays complete without retyping.

The patient list with tags

Built from intake

Name, contact, and insurance come straight from forms.

Returning patients matched

New submissions update the existing record.

Tags you can act on

Group patients and spot who needs attention.

How it works

  1. 01A patient submits a formFormisoft detects name, birth date, email, and phone.
  2. 02The record is created or updatedMatched to the existing patient when there is one.
  3. 03Everything lives in one chartForms, appointments, and messages together.

Questions

When a patient submits any form, Formisoft scans the fields for common patient identifiers, first name, last name, date of birth, phone, email, and insurance details. These are automatically mapped to the patient record without any configuration.

Formisoft matches the submission to the existing patient record using email or date of birth. The record is updated with any new information, and the form submission is added to their history.

Yes. Formisoft supports CSV import for patient records. Upload your file, map the columns to patient fields, and your roster is imported in minutes. There's no limit on the number of records you can import.

Admins and providers can view all patient records. Staff can access records relevant to their duties (scheduling, form management). Patient-level users can only see their own information. All access is logged for HIPAA compliance.

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included