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Identify, prepare, and engage, booking through reviews on one platform.

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  • Schedule

    Fill your calendar without the phone tag

  • Collect

    Patient intake: digital, complete, before the visit

  • Automate

    Identify who needs you, then automate the outreach

  • Communicate

    Onboard, message, and remind in one place

  • Grow

    Turn great visits into more patients

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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

The modern front office for healthcare. Schedule, collect, automate outreach, communicate, and grow reviews, one platform for your whole practice.

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