formisoft

Patient intake software

Intake done before the patient walks in.

Patients finish intake, consents, and insurance cards on their phone. You see who is ready.

Get started
The Formisoft form builder editing a New Patient Intake form with required name and date of birth fields

Your forms, set up for you

Start from 200+ templates, the AI builder, or your own PDF.

Signatures and insurance cards

Patients sign and snap their insurance card from their phone.

Reminders on their own

Unfinished forms get an automatic reminder. Nobody has to chase.

How it works

  1. 01Build or upload your formsIntake, consent, and medical history.
  2. 02Patients get them at bookingOr send a secure link by email.
  3. 03Patients finish on their phoneNo app, no account.
  4. 04Your team opens a complete recordForms, consents, and insurance card, in one place.

Easy for patients. Complete for your team.

A calm mobile form for patients. Every submission in one searchable list for your team.

See patient readiness
The submissions list for the New Patient Intake form, with each patient's submission time and status

Templates for your specialty

Browse 200+ templatesUpload your PDF forms

Questions

It replaces the clipboard. Patients complete forms, consents, and insurance details on their own device before they arrive, so staff never retype anything.

Forms go out when a patient books. Unfinished forms get a reminder 48 hours before the visit, and answers show up in your dashboard right away.

Yes. A signed BAA is included, data is encrypted and hosted in the US, and every change is audit-logged.

Yes. Formisoft handles the patient-facing work and works alongside your EHR: completed forms as PDFs, or webhooks and the API.

Your price is set on a short call. Everything included.

Most outpatient specialties, with 200+ templates to start from.

Get intake done before every visit.

Book a short call. We set it up with you.

BAA included · We set up your front desk

Get started