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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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GlossaryQR Code (for Forms)

QR Code (for Forms)

Forms

A scannable code that links directly to a digital intake form or booking page. Healthcare practices place QR codes in waiting rooms, on appointment reminder cards, or on their website so patients can instantly open the form on their smartphone without typing a URL.

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 agentic front desk for healthcare. Get patients ready and keep care on schedule without adding more front-desk work.

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Platform

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

Features

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  • Formisoft Telehealth
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  • AI Form Builder
  • Form Templates
  • Upload PDF Forms
  • Use Cases
  • Pricing
  • Security & HIPAA

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Compare

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  • vs IntakeQ
  • vs JotForm
  • vs NexHealth
  • vs SimplePractice
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