Patient Management
Automatic patient records from every form submission
Learn about Patient ManagementPHQ-9, GAD-7, and custom screens sent before the visit. Scores appear on the chart when the provider walks in, not on paper in the waiting room.
Create a form with radio or select fields for each question. Use a pre-built template (PHQ-9, GAD-7) or build your own assessment from scratch.
Open form settings and enable scoring. Formisoft auto-detects scorable fields. Assign point values to each answer option, or apply a one-click preset for standard assessments.
Set score ranges with labels and severity levels, for example, 0-4 Minimal, 5-9 Mild, 10-14 Moderate, 15-19 Moderately Severe, 20-27 Severe.
When a patient submits the form, the score is computed server-side and shown on the submission detail page, in the submissions list, and in API/webhook payloads.
Other tools that work with Scored Assessments 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 FieldsCollect payments directly through your intake forms
Learn about Online PaymentsConnected on Formisoft
Schedule, patient intake, onboard and message patients by SMS and email, visit, and grow, connected in one HIPAA-ready product.
Intake, scheduling, and outreach without juggling separate tools.