23 articles

Automation & Integrations

Name: Formisoft
Brand: Formisoft

Connect your practice to the rest of your stack with webhooks, analytics, and integrations.

A Practical Guide to Automating Your Practice with Form Webhooks

Webhooks turn form submissions into automated actions: no manual data entry, no delays. Here's how they work and how to set them up.

Formisoft TeamJan 9, 20263 min read

Read article

More on Automation & Integrations

Automation & Integrations

What Your Form Analytics Are Trying to Tell You

Form analytics reveal exactly where patients struggle with your intake process. Here's how to read the data and turn it into meaningful improvements.

Formisoft TeamFeb 3, 20264 min read

Automation & Integrations

How Better Intake Forms Actually Reduce No-Shows

No-shows cost practices real money. The fix isn't just reminders. It's an intake process that creates commitment and removes friction before the appointment.

Formisoft TeamFeb 10, 20263 min read

Automation & Integrations

The Math on Digital Intake Forms: What They Actually Save Your Practice

Digital intake forms aren't a nice-to-have. They're one of the highest-ROI investments a healthcare practice can make. Here's how to calculate the real numbers.

Formisoft TeamFeb 10, 20263 min read

Automation & Integrations

Schedule Forms to Open and Close Automatically

Set a publish and unpublish date, and your form handles its own availability. No more forgetting to take down last season's flu shot form.

Formisoft TeamFeb 11, 20262 min read

Automation & Integrations

Pre-Fill Form Fields from URL Parameters

Pass data into form fields via URL parameters so patients don't re-enter information you already have. Here's how to set it up.

Formisoft TeamFeb 7, 20263 min read

Automation & Integrations

How to Set Up a Waiting List Form in Under 5 Minutes

Need a waiting list for your practice or business? Here's the fastest way to create one that actually works.

Formisoft TeamFeb 14, 20262 min read

Automation & Integrations

How to Collect Copays Online (Before the Patient Walks In)

Collecting copays at the front desk is slow, awkward, and often skipped. Here's how to move copay collection into your digital intake workflow.

Formisoft TeamFeb 15, 20263 min read

Automation & Integrations

How to Collect Insurance Information Digitally (Without the Back-and-Forth)

Collecting insurance information on paper wastes time and creates errors. Here's exactly what fields to capture digitally and how to get it right the first time.

Formisoft TeamFeb 15, 20263 min read

Automation & Integrations

How Oncology Practices Use Workflow Automation to Improve Efficiency

Oncology practices handle complex patient journeys. Learn how workflow automation reduces admin burden and improves care coordination.

Maya TorresFeb 25, 20264 min read

Automation & Integrations

How to Set Up Appointment Scheduling APIs That Comply With HIPAA

Build HIPAA-compliant scheduling integrations with this technical guide covering API authentication, PHI transmission, audit logs, and BAAs.

Claire WhitfieldMar 16, 20266 min read

Automation & Integrations

How to Set Up Payment Processing APIs That Comply With HIPAA

A technical guide to integrating payment APIs in healthcare while maintaining HIPAA compliance, covering tokenization, BAAs, and secure data handling.

Claire WhitfieldMar 20, 20265 min read

Automation & Integrations

How to Set Up Appointment Scheduling APIs That Work With Your EHR

A technical guide to integrating scheduling APIs with your EHR system while maintaining HIPAA compliance and avoiding common implementation pitfalls.

Claire WhitfieldApr 11, 20265 min read

Automation & Integrations

How to Set Up Automated Appointment Reminders (Step-by-Step Guide)

A technical guide to configuring automated appointment reminder workflows using SMS, email, and API integrations that reduce no-shows and save staff time.

Claire WhitfieldApr 12, 20265 min read

Automation & Integrations

How to Set Up Automated Payment Collection for Your Medical Practice

A technical guide to automating patient payment workflows: APIs, webhooks, timing strategies, and HIPAA-compliant integration options for US practices.

Claire WhitfieldApr 14, 20266 min read

Automation & Integrations

How to Set Up Automated Patient Check-In (Step-by-Step Guide)

A technical guide to implementing automated patient check-in at your practice, including workflow setup, system integrations, and HIPAA compliance.

Claire WhitfieldApr 15, 20265 min read

Automation & Integrations

How to Set Up Automated Patient Check-In That Integrates With Your EHR

A technical guide to connecting automated check-in workflows with your EHR system using APIs, webhooks, and practice management integrations.

Claire WhitfieldApr 16, 20265 min read

Automation & Integrations

How to Set Up Insurance Verification Automation in Your Practice

Step-by-step guide to automating insurance verification using APIs, webhooks, and clearinghouse integrations to reduce front desk workload.

Claire WhitfieldApr 17, 20266 min read

Automation & Integrations

How to Set Up EHR Integration APIs That Actually Sync Patient Data

A technical guide to connecting your front desk software with your EHR using APIs, covering HL7, FHIR, webhooks, and real-time patient data sync.

Claire WhitfieldApr 18, 20265 min read

Automation & Integrations

How to Set Up Automated Insurance Verification (Step-by-Step)

A technical guide to automating insurance verification workflows using APIs, webhooks, and EHR integrations to reduce manual work at check-in.

Claire WhitfieldApr 19, 20265 min read

Automation & Integrations

How to Set Up Waitlist Management That Integrates With Your EHR

Step-by-step guide to connecting waitlist automation with your EHR system using APIs, webhooks, and HIPAA-compliant data syncing.

Claire WhitfieldApr 20, 20265 min read

Automation & Integrations

How to Set Up Patient Portal APIs That Sync With Your EHR

A technical guide to configuring patient portal API integrations that sync data with your EHR system while maintaining HIPAA compliance.

Claire WhitfieldMay 11, 202612 min read

Automation & Integrations

Where E-Prescription Fits in the Front Desk Workflow

E-prescribing works better when patients arrive with medications, allergies, preferred pharmacy, consents, and follow-up details already organized.

Claire WhitfieldJul 5, 20266 min read

Connect intake to the rest of your front desk.

Patients complete intake forms, consents, and documents from their phone before the visit, so check-in takes seconds. Plans start at $49.99/month.

Cancel anytime · BAA included

Get started Book a demo