Tally vs Formisoft: When Simple Isn't Enough for Patient Intake
February 12, 2026
Tally is a beautiful form builder. It's simple, free, and works like a document. For feedback surveys and newsletter signups, it's hard to beat.
But when you're collecting patient health history, insurance information, medication lists, and signed consent forms, you need more than a generic form tool. You need something built for healthcare.
The Quick Comparison
| Feature | Tally | Formisoft |
|---|---|---|
| HIPAA Compliance | ❌ Not HIPAA compliant. No BAA, no healthcare-grade security |
✅ HIPAA-ready: AES-256, TLS 1.3, US-hosted, BAA available |
| Healthcare Fields | ❌ Generic text and choice fields only |
✅ 25+ specialized fields: insurance, medications, allergies, conditions, consent, e-signatures, photo upload |
| AI Form Builder | ❌ No AI generation |
✅ Describe your form in plain English, and AI builds it in seconds |
| Ease of Use | ✅ Excellent, works like a doc, very intuitive |
✅ Just as intuitive, drag-and-drop canvas with slash commands and AI assist |
| Patient Management | ❌ No patient concept, just form submissions |
✅ Submissions linked to patient records, complete visit history |
| Appointment Scheduling | ❌ Not available |
✅ Built-in availability calendar, magic-link intake emails, iCal sync |
| E-Signatures | ❌ Not available |
✅ Built-in e-signatures for consent and authorization forms |
| Payments | ❌ No payment collection |
✅ Stripe-powered copay and deposit collection |
| Multi-Page Forms | ✅ Supported |
✅ Multi-page with progress bars and draft auto-save |
| Conditional Logic | ✅ Basic conditional logic |
✅ Advanced show/hide, custom regex validation, multi-page branching |
| Analytics | ❌ Basic submission counts |
✅ Full funnel: views, starts, completions, drop-offs, devices, geography |
| Integrations | ❌ Limited to Zapier and basic webhooks |
✅ HMAC-verified webhooks, CSV export, works with any EHR |
| Pricing | ✅ Free tier available, Pro at $29/mo |
✅ $79.99/mo with every feature included, purpose-built for healthcare |
Why Tally Doesn't Work for Healthcare
No HIPAA compliance
This is the dealbreaker. Tally doesn't offer a BAA, doesn't advertise HIPAA compliance, and doesn't provide healthcare-grade encryption. If you're collecting protected health information (PHI), using Tally puts your practice at risk.
No healthcare-specific fields
Need to capture insurance provider and policy number? Medication names and dosages? A structured allergy list? Signed consent? You'd have to hack these together with generic fields, with no validation, no structure, and no standards.
No patient management
Tally sees submissions. Formisoft sees patients. Every submission links to a patient record, builds visit history, and creates a clinical data trail your staff can actually use.
No appointment scheduling
Patient intake doesn't start with a form. It starts with a booking. Formisoft includes availability management, appointment scheduling, and magic-link emails that send the right forms to the right patient before their visit.
What Formisoft Brings to the Table
Tally's simplicity, built for healthcare
We love Tally's design philosophy: forms should be simple. We built Formisoft with the same principle. The drag-and-drop canvas, slash commands, and AI generation make form building feel effortless. The difference is what's under the hood: 25+ healthcare fields, HIPAA compliance, patient records, and clinical workflows.
AI that understands healthcare
Tell Formisoft "Create a pediatric intake form with immunization history, insurance capture, and parent consent" and you'll have a complete, multi-page form in 30 seconds. Try that with any other tool.
The full pre-visit workflow
Build the form. Schedule the appointment. Send a magic-link email. Patient fills it out on their phone with auto-save. Submission links to their record. Staff reviews before the visit. No paper. No data entry. No wasted time.
Security you don't have to worry about
AES-256 encryption, TLS 1.3, US-hosted infrastructure, complete audit logging, team roles, and a BAA, all included. Not an add-on. Not a higher tier. Just built in.
The Bottom Line
Tally is a fantastic form builder, for general use. But patient intake is a different problem. It requires HIPAA compliance, healthcare-specific fields, patient management, and clinical workflows that a general-purpose tool simply can't provide.
Formisoft gives you Tally's ease of use with the healthcare capabilities your practice actually needs. And at $79.99/month with everything included, it costs less than the compliance risk of using the wrong tool.
Get started free → and build your first intake form in under a minute.
