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Patient ManagementAuto-created records from every submissionAppointment SchedulingZero double-bookings, intake forms pre-attachedE-SignaturesLegally binding with forensic audit trailsPatient NotificationsReminders and follow-ups that cut no-shows 40%Reviews & ReputationGrow your Google rating on autopilotOnline PaymentsCollect deposits and balances through formsTeam ManagementRoles, permissions, and auto-scaled billingAI Virtual ReceptionistAI calls that confirm and reschedule appointments

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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.

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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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SMS Consent (TCPA)All termsVirtual Receptionist
formisoft

The patient engagement platform for modern healthcare. Scheduling, intake, payments, reminders, reviews, and integrations.

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