SimplePractice vs Formisoft: Practice Management vs Dedicated Intake
February 15, 2026
SimplePractice is the go-to practice management tool for therapists, counselors, and solo practitioners. It handles scheduling, billing, telehealth, notes, and insurance claims. For running the business side of a therapy practice, it is excellent.
But intake forms are not its strength. SimplePractice includes basic form capabilities as part of its practice management suite — and basic is the operative word. When patient intake is a critical part of your workflow, you need a dedicated tool that does it right. That is where Formisoft comes in.
The Quick Comparison
| Feature | SimplePractice | Formisoft |
|---|---|---|
| Form Builder | ❌ Basic template editor — limited customization, no drag-and-drop canvas |
✅ Full drag-and-drop canvas with slash commands, inline editing, and AI generation |
| AI Form Generation | ❌ No AI — choose from preset templates or build manually |
✅ Describe your form in plain English — AI builds it in seconds |
| Healthcare Fields | ❌ Basic fields — limited structured clinical data capture |
✅ 25+ specialized fields: insurance, medications, allergies, conditions, consent, e-signatures, photo upload |
| Form Customization | ❌ Rigid templates — limited ability to add custom fields, sections, or logic |
✅ Fully customizable: any field type, any layout, multi-page, conditional logic, custom validation |
| Conditional Logic | ❌ Very limited — no multi-page branching |
✅ Advanced show/hide, custom regex validation, multi-page branching with auto-save |
| E-Signatures | ✅ Built-in for consent forms |
✅ Built-in e-signatures on any form, any field position |
| Patient Experience | ❌ Functional but template-driven — all practices look the same |
✅ Beautiful mobile-first forms with custom branding, progress bars, and auto-save |
| Custom Branding | ❌ Limited branding options on intake forms |
✅ Full white-label: logo, colors, fonts, remove all platform branding |
| Form Analytics | ❌ No form-level analytics |
✅ Full funnel: views, starts, completions, drop-offs, devices, geography |
| Webhooks / Integrations | ❌ Limited API access, no webhook support for forms |
✅ HMAC-verified webhooks, CSV export, connects to any EHR or system |
| Payments | ✅ Built-in billing and insurance claims |
✅ Stripe-powered copay and deposit collection within intake forms |
| Practice Management | ✅ Full PM: scheduling, billing, notes, telehealth, insurance |
❌ Focused on intake — not a full PM tool (by design) |
Where SimplePractice's Forms Fall Short
Template-driven, not builder-driven
SimplePractice gives you a set of form templates that you can lightly customize. You cannot design a form from scratch, drag fields into any layout, or build complex multi-page flows with branching logic. If the template does not match what you need, you are stuck.
Limited field types for clinical data
Need a structured medication list with drug name, dosage, and frequency? A multi-select allergy field with severity levels? A photo upload for insurance cards or wound documentation? SimplePractice's form fields do not support these. Formisoft has 25+ healthcare-specific fields that capture structured clinical data.
Every practice looks the same
SimplePractice intake forms all share the same look and feel. You cannot fully brand the experience with your logo, colors, and fonts. Your patients see a SimplePractice form, not your practice's form. Formisoft gives you complete white-label control.
No form analytics
You have no visibility into how patients interact with your intake forms. How many start but do not finish? Where do they drop off? Which pages take the longest? Without this data, you cannot improve completion rates. Formisoft gives you full funnel analytics for every form.
Why Formisoft Complements SimplePractice
This is not an either-or decision. SimplePractice is excellent at what it does: scheduling, billing, notes, telehealth. Formisoft is excellent at what it does: patient intake.
Use Formisoft as your intake layer
Keep SimplePractice for practice management. Use Formisoft for the intake workflow. Build beautiful, deeply customized forms with AI. Send magic-link intake emails before appointments. Patients complete forms on their phone with auto-save. Push data to SimplePractice via webhooks.
Build forms for any specialty or workflow
Mental health intake with PHQ-9 and GAD-7 screening. Couples therapy intake with separate partner sections. Group practice intake with conditional routing based on provider. Formisoft's builder handles all of it — because it was built to handle exactly this.
Give patients a premium experience
Your patients chose your practice for a reason. Their first digital interaction should reflect that. Formisoft's mobile-first forms with your branding, smooth progress bars, and draft auto-save create an intake experience that feels polished and professional.
See what is working and fix what is not
Form analytics show you exactly where patients abandon the form, which devices they use, and how long each page takes. Shorten the forms that have high drop-off. Optimize the pages that take too long. Data-driven intake improvement.
The Bottom Line
SimplePractice is a great practice management platform — but its intake forms are a checkbox feature, not a core strength. If you are building complex intake workflows, need custom branding, want AI-powered form generation, or simply need more than rigid templates, Formisoft is the right tool for the job.
At $49.99/month, Formisoft is a fraction of what you spend on practice management — and it turns your intake process from a weak link into a competitive advantage.
Get started free → and build an intake form that matches your practice in under a minute.
