formisoft

Patient readiness

Every patient ready before the visit.

Formisoft sends each patient their forms when they book, reminds them on its own, and shows your front desk who is ready today and tomorrow.

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The Formisoft dashboard showing how many patients are ready today and tomorrow, with a Remind button for each patient who is not

Forms go out at booking

Attach forms to a visit type and every patient who books gets them right away.

Reminders on their own

An automatic reminder goes out 48 hours before the visit if the forms are not done.

Know who is ready

Your dashboard shows who is ready today and tomorrow. Nudge the rest in one tap.

How it works

Set it up once. After that, readiness runs on its own.

  1. 01Attach forms to your visit typesIntake, consent, and insurance card upload, from a template or your own PDF.
  2. 02Patients book and get their formsThey fill them out on their phone, with no app and no account.
  3. 03Formisoft follows upPatients who have not finished get a reminder before the visit.
  4. 04Your front desk sees who is readyReadiness shows on the dashboard, the calendar, and every appointment.

Easy for patients. Clear for your team.

Patients fill out a calm, mobile form with signatures and insurance card photos. Your calendar marks every visit as ready or waiting on forms, so nobody starts the day guessing.

See patient intake
The practice calendar with a ready or forms pending mark on each visit

Coverage checked before they arrive

Insurance details come straight from intake. On Front Desk, staff verify coverage, copay, and deductible from the patient chart and see the result before check-in.

Insurance verification

Questions

A patient is ready when everything the visit needs is done before they arrive: intake forms, consents and signatures, and insurance card photos. Ready patients check in in seconds and the visit starts on time.

A visit counts as ready when every form attached to it is submitted. Visits with no forms attached are listed separately so you can fix them, and they never lower your ready rate.

No. Patients open a secure link from their email and fill out their forms on their phone or computer. Uploads, signatures, and insurance cards all work in the browser.

Formisoft sends an automatic reminder 48 hours before the visit. Your dashboard lists everyone who is still not ready, shows when their next automatic reminder goes out, and lets you remind one patient or all of them in one tap.

Yes. On Front Desk, staff can verify coverage, copay, and deductible from the patient chart, so insurance surprises are caught before check-in.

Intake ($49.99/mo) covers forms, e-signatures, insurance card capture, and automatic intake reminder emails. Front Desk ($149.99/mo) adds online booking, the calendar, readiness tracking for every appointment, SMS reminders, and payments.

Get every patient ready before the visit.

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

Cancel anytime · BAA included

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