Tally is a beautiful form builder. It's simple, works like a document, and is free to start. For feedback surveys and newsletter signups, it's hard to beat.
Patient intake is a different job. Health history, insurance, medications, and signed consent need HIPAA compliance, structured fields, and a way to know which patients are ready before the visit.
The Quick Comparison
| Feature | Tally | Formisoft |
|---|---|---|
| HIPAA and BAA | ❌ No BAA offered |
✅ BAA included, US-hosted, audit logging |
| Patient Readiness | ❌ | ✅ Who is ready today and tomorrow, with one-tap reminders |
| Healthcare Fields | ❌ General-purpose fields |
✅ 20+ fields: insurance, medications, allergies, consent, photo upload |
| Ease of Use | ✅ Excellent, works like a doc |
✅ Drag-and-drop, slash commands, and AI drafting |
| Patient Records | ❌ Submissions only |
✅ Submissions linked to each patient's record |
| Booking and Reminders | ❌ | ✅ Forms go out automatically when a patient books |
| E-Signatures | ❌ | ✅ Consent and authorization forms |
| Payments | Via integrations | ✅ Copays and deposits inside any form |
| Conditional Logic | ✅ | ✅ Plus custom validation and multi-page branching |
| Price | Free tier, paid Pro plan | Set on a short call, everything included |
Why Tally Doesn't Fit Patient Intake
No BAA. If you collect protected health information, you need a signed Business Associate Agreement. Tally doesn't offer one, so it isn't an option for PHI.
No healthcare structure. Insurance details, medication lists, and allergies end up as free text, with nothing to validate them and nothing your staff can use reliably.
No patients, just submissions. Formisoft links every form to a patient record, so history builds up visit after visit.
No pre-visit workflow. Intake starts with a booking. Formisoft sends the right forms when a patient books, reminds them until they're done, and shows your front desk who is ready.
What Formisoft Keeps from Tally
We share Tally's belief that forms should be simple. Formisoft's builder feels just as light, and you can describe a form in plain English ("pediatric intake with immunization history, insurance capture, and parent consent") and get a complete draft in seconds. The difference is everything a practice needs underneath: a BAA, healthcare fields, patient records, and readiness tracking.
Our team sets it up with you on a short call.
See how patient readiness works, or book a demo.
Related: patient intake software | intake form templates | appointment scheduling
See how Formisoft fits your practice.
- Forms, consents, and signatures before the visit
- Your paper forms converted by AI
- BAA included