HIPAA patient intake software that ties scheduling to forms: send packets when visits are booked, build with AI or uploaded PDFs, and land every answer on the patient chart, e-signatures, custom fields, and copays included.
Formisoft ties forms to patients and appointments. Build with templates, AI, or uploaded PDFs. Custom chart fields capture what your practice actually needs, and intake answers map there automatically.
Replace clipboards with HIPAA intake patients complete on any device. Scheduling triggers the right packet, submissions build the chart, and staff see what's done before check-in, one product for new patients, returning updates, and walk-ins.
Learn about Patient Intake SoftwareEvery intake, consent, and follow-up form creates or updates the patient record, demographics, insurance, allergies, medications, and a chronological submission history. No re-typing from paper.
Learn about Patient ManagementTell Formisoft what you need in plain English. The AI generates a multi-page HIPAA intake with healthcare fields, validation, and your branding, ready to send in seconds, not weeks.
Learn about AI Form BuilderYour prompt
New patient intake with insurance, allergies, medications, and HIPAA consent
HIPAA-ready · multi-page · publish in seconds
Already have paper or PDF intake? Upload it and Formisoft turns it into a mobile-friendly digital form, or keeps your exact layout with fillable fields on top. Patients complete on any device; answers sync to the chart.
Learn about Upload PDF FormsAttach a form packet to each visit type. Patients get a magic link by email or SMS, complete on phone, tablet, or desktop before they arrive.
Hi Sarah, please complete your intake before your visit: formisoft.com/i/…
Consents, treatment agreements, and PHQ-9/GAD-7 screens, signed digitally with a full audit trail. Scores appear on the chart before the provider walks in.
Learn about Scored AssessmentsRequire copays or deposits at booking or intake. Stripe Connect payouts go to your practice, patients pay on any device.
Learn about Online PaymentsNew patient, annual, telehealth, each appointment type can trigger its own intake packet automatically.
HIPAA-compliant forms with your branding. Insurance photos, signatures, and payments in one flow.
Submissions create or update the patient record. Custom fields you define receive mapped answers.
Dashboard shows completion status per appointment. Communicate (next step) nudges patients by SMS or email until forms are done.
Automatic patient records from every form submission
Learn about Patient Management →
Electronic signatures with complete forensic audit trails
Learn about E-Signatures →
Optional chart fields, sync from intake forms when you need them
Learn about Custom Patient Fields →
Auto-score PHQ-9, GAD-7, and custom clinical questionnaires
Learn about Scored Assessments →
Collect payments directly through your intake forms
Learn about Online Payments →
The full intake platform, forms, scheduling, chart, payments, and patient communications in one place
Learn about Patient Intake Software →
Describe your intake form in plain English, HIPAA-ready forms in seconds
Learn about AI Form Builder →
Digitize paper and PDF intake without rebuilding from scratch
Learn about Upload PDF Forms →
Specialty-ready intake packs you can publish today
Learn about 200+ Form Templates →
No. Upload PDFs and we'll turn them into digital forms, use 200+ templates, or describe a form in plain English with the AI builder.
Yes. Define fields in Settings and map form questions once, every future submission syncs automatically.
Returning patients get shorter update forms. Staff can also send one-off forms from the patient chart anytime.
Scheduling, patient intake, patient communications, telehealth, and reviews in one platform, one login.
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