Step 2 of 4 · Get prepared

Paperwork done before patients arrive.

Name: Formisoft
Brand: Formisoft

Patients fill out intake, sign consents, and upload insurance cards on their phone. Answers land on the patient record, ready for check-in.

Start from your forms

Upload your PDF or describe a form, and AI builds it.

Consents with e-signatures and a full audit trail.

Each submission creates or updates the patient record.

01Upload or build your formsUse your PDFs, a template, or the AI form builder.
02Patients fill them out at homeA secure link by text or email, before the visit.
03The chart fills itself inAnswers, signatures, and insurance cards on the patient record.

No. Upload your PDFs and Formisoft turns them into digital forms. You can also start from a template or describe a form to the AI builder.

Yes. Create fields in Settings and map form questions once. Every future submission fills them in.

No. Returning patients can get shorter update forms, and staff can send any form from the patient chart.

Next step

Start with Intake at $49.99/mo. Add booking, reminders, and payments with Front Desk.

Cancel anytime · BAA included