formisoft

Patient intake software

Intake done before the patient walks in.

Patients fill out intake, consents, and insurance card photos on their phone. Formisoft reminds the ones who have not finished and shows your front desk who is ready.

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

Your forms in minutes

Start from 200+ medical templates, describe a form to the AI builder, or upload the PDF you already use.

Signatures and insurance cards

Patients sign consents in the browser and snap their ID and insurance card with their phone.

Reminders on their own

Patients who have not finished get an automatic reminder before the visit. Nobody on your team has to chase them.

How it works

  1. 01Build or upload your formsIntake, consent, and medical history, from a template, the AI builder, or your own PDF.
  2. 02Patients get them automaticallyAttach forms to a visit type and they go out at booking, or send a secure link by email.
  3. 03Patients finish on their phoneNo app and no account. Uploads and signatures work in the browser.
  4. 04Your team opens a complete recordAnswers land on the patient record, ready before the patient walks in.

Easy for patients. Complete for your team.

Patients get a calm, mobile form. Your team gets every submission in one list, searchable by patient and ready to export.

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

Patient intake software replaces the paper clipboard. Patients complete intake forms, consents, and screening questionnaires on their own device before they arrive, and the software collects medical history, insurance details, medications, and signatures electronically, so staff do not retype anything.

Attach forms to your visit types and every patient who books gets a secure link by email. Patients complete everything on their phone, tablet, or computer before the visit. Patients who have not finished get an automatic reminder 48 hours before the visit, and completed answers are available in your dashboard right away.

Yes. Every plan includes a signed Business Associate Agreement (BAA). Patient data is encrypted in transit and at rest (AES-256), access is controlled by role, admins can review an audit log of changes to patient records, and the application, database, and file storage are hosted in the United States.

Yes. Formisoft runs the patient-facing work around the system you already use. Start with intake, booking, reminders, and payments inside Formisoft, then add webhooks or the REST API (on Front Desk) when a handoff to another system saves work.

Intake is $49.99/mo and includes forms, e-signatures, insurance card capture, and automatic intake reminder emails. Front Desk is $149.99/mo and adds online booking, the calendar, readiness for every appointment, SMS reminders, and payments. The BAA is included on both, and you can cancel anytime.

Formisoft is used by dental, mental health, optometry, dermatology, med spa, weight loss, physical therapy, and pediatric practices, among others. The template library has 200+ forms across specialties.

Get intake done before every visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included

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