formisoft

New Patient Intake Form

Asks about primary care physician, allergies, and current medications. Built for primary care and family medicine practices.

Questions
18
Page
1
Time
about 5 min

Includes

  • E-signature
  • Insurance card or ID upload
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Your practice

Live preview. Tap through it like a patient.

Who it is for

  • Primary care and family medicine practices
  • Specialty clinics onboarding new patients
  • Multi-provider practices and group clinics
  • Urgent care centers for first-time visitors

What's inside

  1. Full NameText · Required
  2. Date of BirthDate · Required
  3. GenderMultiple Choice · 3 choices · Required
  4. Email AddressEmail · Required
  5. Phone NumberPhone · Required
  6. AddressLong Text · Required
  7. Emergency Contact NameText · Required
  8. Emergency Contact PhonePhone · Required
  9. Insurance ProviderDropdown · 5 choices · Required
  10. Insurance Policy NumberText · Required

From form to a ready patient

  1. The Formisoft form builder with editable questions and required toggles

    01

    Make it yours

    Reword, reorder, or add to the New Patient Intake Form, and add your logo.

  2. A patient filling out a Formisoft form on a phone

    02

    Patients finish it at home

    A secure link by text or email, filled out on their phone before the visit. No app.

  3. The Formisoft dashboard showing how many of today's patients are ready

    03

    Your team sees who is ready

    Each visit shows as ready once its forms are in. Answers land on the patient record.

Related templates

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Questions

Formisoft provides secure form collection and a Business Associate Agreement (BAA). Your practice must review the form content, access permissions, and sharing workflow for its requirements.

Yes. You can add, remove, reorder, or reword any of the 18 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

Patients open a secure link from an email, a text, or a QR code and complete the form on their phone, tablet, or computer before their appointment. No app download required.

Yes, on Front Desk. Attach the form to a visit type and every patient who books gets it right away, with a reminder before the visit if it is not done. Your calendar shows which visits are ready.

Yes. The New Patient Intake Form works on any device. Most patients complete intake forms on their phone, so every template is built for small screens first.

Send it before the visit, so patients arrive ready.

Add the New Patient Intake Form to your account and make it yours in a few minutes.

Cancel anytime · BAA included

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