Communication

Formisoft + SendGrid (Twilio)

Cloud-based email delivery and marketing platform. Connect Formisoft to SendGrid (Twilio) 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 SendGrid (Twilio)

Link your Formisoft account and SendGrid (Twilio), then map your data fields.

Data flows automatically

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

What you can automate

Send intake confirmation messages via SendGrid (Twilio)

Notify staff in SendGrid (Twilio) when new intake forms are submitted

Create follow-up tasks for team members based on intake responses

Forward urgent intake flags to on-call providers

Automate patient welcome messages after intake completion

Route intake submissions to the correct department or provider

HIPAA-compliant integration

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