# Formisoft

> Patient engagement platform for healthcare practices. Scheduling, digital intake, payments, reminders, reviews, and team management in one HIPAA-compliant platform.

## Overview
- [Homepage](https://formisoft.com): All-in-one front office platform for healthcare
- [Pricing](https://formisoft.com/pricing): Essentials ($79.99/mo) and Plus ($249.99/mo) plans
- [About Us](https://formisoft.com/about-us): Company mission and values
- [HIPAA Compliance](https://formisoft.com/hipaa): Security, encryption, and BAA details

## Features
- [All Features](https://formisoft.com/features): Complete feature overview
- [Patient Management](https://formisoft.com/features/patient-management): Auto-created records from every submission
- [Appointment Scheduling](https://formisoft.com/features/appointment-scheduling): Online booking with zero double-bookings
- [E-Signatures](https://formisoft.com/features/e-signatures): Legally binding with forensic audit trails
- [Patient Notifications](https://formisoft.com/features/patient-notifications): SMS and email reminders that cut no-shows
- [Reviews & Reputation](https://formisoft.com/features/reviews-reputation): Automated Google review collection
- [Online Payments](https://formisoft.com/features/online-payments): Collect copays and balances through forms
- [Team Management](https://formisoft.com/features/team-management): Roles, permissions, and seat-based billing
- [Online Booking](https://formisoft.com/features/online-booking): Public booking page for patients
- [AI Virtual Receptionist](https://formisoft.com/features/ai-virtual-receptionist): AI phone calls for appointment management

## Intake Templates
- [Template Library](https://formisoft.com/intake-templates): 300+ ready-to-use healthcare form templates
- [AI Form Builder](https://formisoft.com/build-in-seconds): Describe your form, built in seconds by AI

## Use Cases
- [All Use Cases](https://formisoft.com/use-cases): By specialty and workflow
- [Dental Practices](https://formisoft.com/use-cases/dental-practices)
- [Mental Health](https://formisoft.com/use-cases/mental-health)
- [Primary Care](https://formisoft.com/use-cases/primary-care)
- [Pediatrics](https://formisoft.com/use-cases/pediatrics)
- [Physical Therapy](https://formisoft.com/use-cases/physical-therapy)
- [Urgent Care](https://formisoft.com/use-cases/urgent-care)
- [Telehealth Intake](https://formisoft.com/use-cases/telehealth-intake)
- [Med Spa](https://formisoft.com/use-cases/med-spa)

## Workflows
- [All Workflows](https://formisoft.com/workflows): Automate the entire patient journey
- [New Patient Online Booking](https://formisoft.com/workflows/new-patient-online-booking)
- [Pre-Visit Intake Automation](https://formisoft.com/workflows/pre-visit-intake-automation)
- [Walk-In Registration](https://formisoft.com/workflows/walk-in-registration)
- [No-Show Follow-Up](https://formisoft.com/workflows/no-show-follow-up)

## Integrations
- [Healthcare Integrations](https://formisoft.com/healthcare-integrations): Connect with your EHR and tools
- [Developer Docs](https://formisoft.com/developers): API, webhooks, and automation

## Resources
- [Blog](https://formisoft.com/posts): Guides on scheduling, intake, payments, and compliance
- [Topics](https://formisoft.com/topics): Blog content organized by topic
- [Case Studies](https://formisoft.com/case-studies): Real practice success stories
- [FAQs](https://formisoft.com/faqs): Common questions answered
- [Glossary](https://formisoft.com/glossary): 40+ healthcare terms defined
- [Tools](https://formisoft.com/tools): Free tools (QR code generator, UTM builder, readability scorer, no-show calculator, HIPAA checker)

## Comparisons
- [vs IntakeQ](https://formisoft.com/posts/intakeq-vs-formisoft)
- [vs JotForm](https://formisoft.com/posts/jotform-vs-formisoft)
- [vs NexHealth](https://formisoft.com/posts/nexhealth-vs-formisoft)
- [vs SimplePractice](https://formisoft.com/posts/simplepractice-vs-formisoft)
- [vs Phreesia](https://formisoft.com/posts/phreesia-vs-formisoft)
- [vs Google Forms](https://formisoft.com/posts/googleform-vs-formisoft)
- [vs Weave](https://formisoft.com/posts/weave-vs-formisoft)

## API

- Base URL: `https://formisoft.com/api`
- Auth: Bearer token via `Authorization: Bearer fsk_your_api_key`
- API keys are created in the dashboard under Settings > API Keys
- Keys are scoped to a single organization and carry full access to that organization's data
- Format: all keys start with `fsk_`

## API Endpoints

### Auth
- GET /v1/auth/test - Test API key validity

### Forms
- GET /forms - List all forms
- POST /forms - Create a form
- GET /forms/:id - Get a single form
- PUT /forms/:id - Update a form
- DELETE /forms/:id - Delete a form

### Patients
- GET /patients - List patients (supports search, status filter)
- POST /patients - Create a patient
- GET /patients/:id - Get a single patient with medical data
- PUT /patients/:id - Update a patient
- DELETE /patients/:id - Delete a patient

### Appointments
- GET /appointments - List appointments
- POST /appointments - Create an appointment (with conflict detection)
- GET /appointments/:id - Get a single appointment
- PUT /appointments/:id - Update an appointment (reschedule, status transitions)
- DELETE /appointments/:id - Delete an appointment

### Submissions
- GET /submissions - List form submissions (filter by formId, status)
- PATCH /submissions - Review a submission (batch)
- PATCH /submissions/:id - Review a submission by ID
- DELETE /submissions/:id - Delete a submission

### Webhooks
- GET /webhooks - List webhook configurations
- POST /webhooks - Create a webhook (returns signing secret)
- PUT /webhooks/:id - Update a webhook
- DELETE /webhooks/:id - Delete a webhook

### Workflows
- GET /workflows - List workflows for the organization
- PUT /workflows - Upsert a workflow (type, enabled, config)

### Analytics
- GET /analytics - Get form analytics (requires formId)

## Form Field Types

Forms use a page-based structure. Each page contains fields with these types:
text, textarea, email, phone, number, date, select, multi_select, checkbox, radio, file_upload, signature, heading, paragraph, divider, address, name, date_of_birth, insurance, emergency_contact

## Webhook Events

- submission.created - A new form submission is received
- submission.reviewed - A submission is marked as reviewed or flagged
- appointment.created - A new appointment is booked
- appointment.updated - An appointment is updated, rescheduled, or cancelled
- patient.created - A new patient record is created
- patient.updated - A patient record is updated
- form.published - A form is published

## Workflow Types

- appointment_reminder - Send reminders before appointments
- intake_reminder - Remind patients to complete intake forms
- post_visit_review - Follow up after completed appointments
- no_show_followup - Follow up after no-show appointments

## OpenAPI Spec

Full OpenAPI 3.1 specification: https://formisoft.com/openapi.json

## MCP Server

An MCP (Model Context Protocol) server is available for AI agents:

```bash
npx @formisoftcom/mcp-server
```

Set the `FORMISOFT_API_KEY` environment variable to your API key.

## Legal
- [Privacy Policy](https://formisoft.com/privacy-policy)
- [Terms of Service](https://formisoft.com/terms-of-service)
- [Accessibility](https://formisoft.com/accessibility)