Most "digital intake" is a PDF on a screen: every patient answers the same 47 questions, types an insurance ID into a free-text box, and your staff retypes it all afterwards. AI removes that manual work at each step.
Build the Right Form in Seconds
Describe what you need: "Create a pediatric intake form" or "Build a physical therapy assessment." The AI generates a complete form with page breaks, validation, and healthcare field types: insurance fields that check policy number formats, medication lists, allergy selectors, condition checklists, and consents with e-signatures. It builds a dermatology intake differently from an orthopedic follow-up.
Collect Clean Data the First Time
Wrong data costs more than missing data: a nine-digit phone number, a group number entered as an insurance ID, a birth date typed as "March 5th."
Validation catches these as the patient types. Fields enforce formats for email, phone, insurance ID, and medical record number, and the patient sees a clear message about what's expected. Nobody chases corrections afterwards.
Show Each Patient Only What's Relevant
A 28-year-old with a sports injury shouldn't answer Medicare or geriatric screening questions. Conditional logic hides what doesn't apply and adds follow-ups when they matter. Patients who see only relevant questions pay attention; patients facing 12 generic pages start checking "No" to get through.
Send Data Where It Belongs
Completed forms land on the patient record, and webhooks or the API can send them to any system you use the moment the patient submits. Nobody spends the afternoon copying data between systems.
What It Costs
Most practices assume intake automation means a six-figure implementation. With Formisoft, everything is included, with no contracts and no setup fee, and our team sets it up with you. Pricing is set on a short call.
What Changes Day to Day
- Before appointments: patients get a link to their intake and complete it at home.
- At check-in: forms are already done, so the front desk verifies instead of transcribing. Formisoft tracks this as patient readiness: who is ready today and tomorrow.
- After submission: data is on the patient record, no retyping.
- Over time: form analytics show where patients drop off.
Related: patient intake software | intake form templates | HIPAA compliance
We turn your paper forms into digital intake.
- Forms, consents, and signatures before the visit
- Your paper forms converted by AI
- BAA included