Files & Storage

Formisoft + Airtable

Spreadsheet-database hybrid for organizing data. Connect Formisoft to Airtable and sync patient intake data automatically — HIPAA compliant, no code required.

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How it works

Build your intake form

Create patient intake forms in Formisoft with AI, templates, or from scratch.

Connect Airtable

Link your Formisoft account and Airtable, then map your data fields.

Data flows automatically

When patients submit forms, their data syncs to Airtable in real time — no manual entry.

What you can automate

Save completed intake form PDFs to Airtable

Upload patient documents and photos to organized folders

Create structured records in Airtable from form data

Archive intake submissions for compliance and record-keeping

Sync uploaded files (insurance cards, IDs) to cloud storage

Generate and store intake summary reports automatically

HIPAA-compliant integration

All data between Formisoft and Airtable is transmitted through HIPAA-compliant infrastructure. End-to-end encryption, audit logging, and BAA included. Your patient data never touches unsecured systems.