Patient Intake Software
Patient Intake Software That Runs Your Entire Front Office
More than just forms. Formisoft handles scheduling, digital intake, payments, two-way messaging, automated reminders, and reviews in one HIPAA-compliant platform. Patients book, check in, and pay before they walk in.
Paper Intake Is Holding Your Practice Back
Manual check-in wastes staff time, frustrates patients, and creates compliance risks. Here is what it costs your practice every day.
Patients wait too long
Paper forms, phone-tag for scheduling, and clunky check-in processes frustrate patients before the visit even starts.
Staff drowns in admin work
Front desk juggles phone calls, manual data entry, payment collection, and appointment reminders across multiple tools.
Compliance risks
Paper forms get lost, messaging happens through personal phones, and there is no audit trail. Every gap is a potential HIPAA violation.
Patients fall through the cracks
No-shows, missed follow-ups, incomplete forms, and zero online reviews. You lose patients before and after the visit.
One Platform for Your Entire Patient Journey
Intake is just the beginning. Formisoft replaces five separate tools with one platform for AI forms, PDF fillout, Formisoft Telehealth, custom patient fields, scheduling, payments, messaging, reminders, and reviews.
Patient Booking Page
Patients self-schedule online 24/7. Intake forms send automatically so paperwork is done before the visit.
HIPAA Digital Intake Forms
Mobile-friendly patient intake with e-signatures, insurance capture, and 200+ specialty templates.
Appointment Reminders
Automated SMS and email reminders reduce no-shows. Include intake links and Formisoft Telehealth join URLs in one message.
Online Payments & Copays
Collect copays, deposits, and balances during intake. Patients pay on their phone before they walk in.
Formisoft Telehealth
Built-in video visits with secure join links, calendar invites, and pre-visit intake, no Zoom required.
Google Review Automation
Request reviews after visits and route happy patients to Google. Capture private feedback when needed.
AI Form Builder
Describe the form you need in plain language. AI builds a complete HIPAA-compliant intake form in seconds.
Upload & Digitalize PDF Forms
Already have paper or PDF packets? Upload them, AI digitalizes for mobile or adds fillable fields on your layout.
HIPAA Compliant
AES-256 encryption, complete audit trails, role-based access, and a signed BAA on every plan.
Integrations & API
Connect to your EHR, billing system, or any tool with webhooks, REST API, and third-party integration platforms.
How It Works
Patient books online
Patients schedule their own appointment. Intake forms are sent automatically.
Forms completed at home
Medical history, consent, insurance, and payments collected before arrival.
Reminders reduce no-shows
SMS and email reminders keep patients engaged and on schedule.
Visit, review, repeat
After the visit, automated review requests grow your Google reputation.
Results Healthcare Practices See
80%
Less time on intake paperwork
Staff spend minutes instead of hours on patient check-in.
95%
Pre-visit form completion
Patients arrive with intake already done, ready for their visit.
40%
Fewer no-shows
Automated reminders keep patients engaged and on schedule.
Built for Every Healthcare Specialty
Purpose-built intake forms and workflows for 30+ specialties.
Frequently Asked Questions
What is patient intake software?
How does Formisoft automate patient intake?
Is Formisoft HIPAA compliant?
Can I use Formisoft with my existing EHR?
How much does patient intake software cost?
What specialties does Formisoft support?
The complete patient intake solution for modern practices
Managing patient intake shouldn't require enterprise software or weeks of setup. Formisoft is the digital patient intake software built for small-to-mid healthcare practices that want AI forms, PDF fillout, Formisoft Telehealth, custom chart fields, scheduling, payments, and communication in one platform.
Create intake forms three ways: start from 200+ specialty templates, use the AI form builder, or upload your existing PDF forms and go digital in minutes.
The upload feature is a game-changer for practices switching from paper or migrating from another platform. Upload your existing forms, and AI converts them into mobile-friendly digital forms, or keep your exact PDF formatting with interactive fields on top. Your patients fill them out on their phone before arriving, and submissions flow directly into your system.
Beyond forms, Formisoft handles the entire patient journey: online scheduling with automated reminders, copay and deposit collection through Stripe, post-visit review requests for Google, and team management with role-based access. Everything is HIPAA compliant by default, AES-256 encryption, US-only hosting, audit logging, and a signed BAA on every plan.
Whether you're a solo therapist, a dental group, or a multi-provider clinic, Formisoft is the patient intake solution that replaces five separate tools with one platform at $79.99/month. No contracts, no per-provider pricing, no sales calls required.
Ready to automate patient intake?
Start your trial today. No credit card required. Set up in under 5 minutes.
