EHR / EMR

Formisoft + Kareo (Tebra)

Practice management and EHR for independent practices. Connect Formisoft to Kareo (Tebra) 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 Kareo (Tebra)

Link your Formisoft account and Kareo (Tebra), then map your data fields.

Data flows automatically

When patients submit forms, their data syncs to Kareo (Tebra) in real time — no manual entry.

What you can automate

Sync patient demographics from Formisoft intake forms to Kareo (Tebra)

Create new patient records in Kareo (Tebra) when a form is submitted

Update existing patient charts with new intake data

Send completed consent forms and documents to patient records

Map custom intake fields to Kareo (Tebra) data fields

Trigger follow-up workflows in Kareo (Tebra) after intake completion

HIPAA-compliant integration

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