Files & Storage

Formisoft + Microsoft Excel

Spreadsheet application for data analysis and reporting. Connect Formisoft to Microsoft Excel 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 Microsoft Excel

Link your Formisoft account and Microsoft Excel, then map your data fields.

Data flows automatically

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

What you can automate

Save completed intake form PDFs to Microsoft Excel

Upload patient documents and photos to organized folders

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