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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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, 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 in one message.

Online Payments & Copays

Collect copays, deposits, and balances during intake. Patients pay on their phone before they walk in.

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.

Built for independent practices

Purpose-built intake for the eight clinic types on our use cases page — plus 200+ templates for every specialty.

Mental HealthDentalOptometryDermatologyMed SpasWeight LossPhysical TherapyPediatricsView 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. Formisoft runs on ISO 27001 and ISO 27799 certified infrastructure with HIPAA-aligned safeguards, including AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, complete audit logging, and US-only data hosting. A Business Associate Agreement (BAA) is included on every plan.
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 Standard trial with scheduling, intake, SMS, and payments. After the trial, subscribe to Starter ($49.99/mo), Standard, or Pro — visit our pricing page for current rates. No setup fees, per-form charges, or separate HIPAA add-ons.
What specialties does Formisoft support?
Formisoft serves dental, mental health, optometry, dermatology, med spa, weight loss, physical therapy, pediatrics, and more — each with purpose-built templates and workflows. See our use cases page for the eight clinic types we cover in depth.

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, 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 $149.99/month. No contracts, no per-provider pricing, no sales calls required.