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Discover Formisoft

Patient prep and recall without the front-desk chase.

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  • Get booked

    Get patients booked without the phone tag

  • Get prepared

    Get patients prepared before the visit

  • Trigger next steps

    Know who needs action, then run the follow-up

  • Remind & respond

    Remind patients and respond from one place

  • Follow up

    Follow up after every visit

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Specialties

Mental HealthDentalOptometryDermatologyMed SpasWeight LossPhysical TherapyPediatrics
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GlossaryPre-Fill

Pre-Fill

Forms

The ability to automatically populate form fields with known patient data from URL parameters, previous visits, or patient records. Pre-filling reduces redundant data entry. Returning patients do not have to re-enter their name, address, and insurance information every visit.

Related terms

Intake Form

A form completed by patients before a healthcare visit to provide demographic information (name, address, phone), insurance details, medical history (conditions, medications, allergies), and consent signatures. Digital intake forms replace paper clipboards and enable pre-visit data collection via email or text message links.

Magic Link

A secure, single-use URL sent to a patient via email or SMS that allows them to access and complete their intake forms without creating an account or remembering a password. Magic links expire after a set period and can only be used once, maintaining security while eliminating friction for patients.

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formisoft

Patient intake and preparation for independent practices. Forms, booking, payments, and follow-up in one place.

Security & HIPAA256-bit encryption

Platform

  • Platform overview
  • All features
  • Get booked
  • Get prepared
  • Trigger next steps
  • Remind & respond
  • Follow up

Features

  • Patient Intake
  • Formisoft Telehealth
  • Online Booking
  • Online Payments
  • SMS & Email
  • Flows & Automation
  • AI Form Builder
  • Form Templates
  • Upload PDF Forms
  • Use Cases
  • Pricing
  • Security & HIPAA

Resources

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  • FAQs
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Compare

  • All comparisons
  • vs IntakeQ
  • vs JotForm
  • vs NexHealth
  • vs SimplePractice
  • vs Phreesia

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