Files & Storage

Formisoft + Coda

All-in-one doc that combines documents, spreadsheets, and apps. Connect Formisoft to Coda 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 Coda

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

Data flows automatically

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

What you can automate

Save completed intake form PDFs to Coda

Upload patient documents and photos to organized folders

Create structured records in Coda 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 Coda is transmitted through HIPAA-compliant infrastructure. End-to-end encryption, audit logging, and BAA included. Your patient data never touches unsecured systems.