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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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GlossarySubmission

Submission

Forms

A completed form response submitted by a patient. Each submission contains the form data, metadata (device type, browser, completion duration, IP address), timestamps, and links to the associated patient and appointment records. Submissions are stored encrypted and accessible only to authorized staff.

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.

Webhook

An automated HTTP callback triggered by an event, such as a form submission or appointment confirmation. When the event occurs, data is instantly sent to an external system (EHR, CRM, Slack, etc.) without manual intervention or polling. Webhooks enable real-time integrations between healthcare tools.

Audit Trail

A chronological record of all actions performed on patient data: who accessed it, what they did, when, and from where. HIPAA requires covered entities to maintain audit trails for all systems containing PHI. In Formisoft, every view, create, update, delete, and export event is automatically logged.

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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.

Security & HIPAA256-bit encryption

Platform

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

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  • Security & HIPAA

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