formisoft
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.

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Free 14-day trial No credit card BAA included

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 forms, scheduling, payments, messaging, reminders, and reviews.

AI Form Builder

Describe the form you need in plain language. Our AI builds a complete, HIPAA-compliant intake form in seconds.

200+ Medical Templates

Pre-built templates for every specialty: dental, mental health, cardiology, orthopedics, pediatrics, and more.

Online Scheduling

Patients book appointments online. Forms are sent automatically, so intake is complete before they arrive.

Payment Collection

Collect copays, deposits, and outstanding balances during intake. Patients pay on their phone before the visit.

Two-Way Messaging

Send and receive SMS messages with patients directly from your dashboard. Templates, AI calls, and conversation history included.

Review & Reputation Management

Automatically request Google reviews after visits. Monitor and grow your online reputation from one dashboard.

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

1

Patient books online

Patients schedule their own appointment. Intake forms are sent automatically.

2

Forms completed at home

Medical history, consent, insurance, and payments collected before arrival.

3

Reminders reduce no-shows

SMS and email reminders keep patients engaged and on schedule.

4

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.

Dental PracticesMental HealthPrimary CareCardiologyOphthalmologyChiropracticPediatricsDermatologyOrthopedicsWeight-Loss ClinicsOB/GYNPhysical TherapyUrgent CareGastroenterologyPain ManagementBehavioral HealthView all specialties

Frequently Asked Questions

What is patient intake software?
Patient intake software digitizes the check-in process for healthcare practices. Instead of paper clipboards, patients complete intake forms, consent documents, and screening questionnaires on their own device before arriving. The software collects medical history, insurance details, medications, and signatures electronically, saving staff time and improving data accuracy.
How does Formisoft automate patient intake?
When a patient books an appointment, Formisoft automatically sends a secure link to their intake forms via text message or email. Patients complete everything on their phone, tablet, or computer before the visit. Completed data is available instantly in your dashboard, eliminating manual data entry. Automated reminders follow up with patients who haven't completed their forms.
Is Formisoft HIPAA compliant?
Yes. Every Formisoft plan includes AES-256 encryption at rest, TLS 1.3 encryption in transit, complete audit trails, role-based access control, and a signed Business Associate Agreement (BAA). All data is hosted and processed exclusively in the United States.
Can I use Formisoft with my existing EHR?
Yes. Formisoft offers webhooks and a REST API that let you push intake data to your EHR, practice management system, or any other tool. You can also use third-party integration platforms to automate data transfer without custom development.
How much does patient intake software cost?
Formisoft offers a 14-day free trial with full access to all features. After the trial, pricing is simple and transparent. Visit our pricing page for current rates. There are no setup fees, no per-form charges, and no separate HIPAA add-ons.
What specialties does Formisoft support?
Formisoft serves 30+ healthcare specialties including dental, mental health, primary care, cardiology, ophthalmology, chiropractic, pediatrics, dermatology, orthopedics, weight-loss clinics, OB/GYN, physical therapy, urgent care, and more. Each specialty has purpose-built templates and workflows.

Ready to automate patient intake?

Start your free trial today. No credit card required. Set up in under 5 minutes.

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