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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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GlossaryWhite-Label

White-Label

Forms

The ability to remove vendor branding and replace it with your practice's own logo, colors, and domain. White-labeling creates a seamless patient experience where intake forms, booking pages, and emails look and feel like an extension of your practice rather than a third-party tool.

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.

Patient Portal

A secure online platform where patients can access their health information, complete intake forms, view appointment history, and communicate with their healthcare provider. Can be branded to match the practice for a seamless patient experience.

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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

  • 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

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Compare

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

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