formisoft

Upload your forms

Already have forms? Upload them.

Turn the PDFs you use today into forms patients finish on their phone before the visit. Get your forms ready, so patients arrive ready.

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Upload a PDF: drop your paper intake form to turn it into an online form

Upload once, then choose how it works

Best on phones

Digitalize

AI turns your PDF into a mobile form with real field types. Repeated signatures become one, and you can edit every question in the form builder.

  • Insurance, medications, allergies, and e-signature fields
  • Choose an exact copy or a cleaned-up version
  • Fully editable after upload

When the layout must stay

Keep your formatting

Your original PDF stays exactly as it is. AI places fillable fields on top, and patients fill it out right on the document.

  • Fields detected for you, then moved or resized as needed
  • Patients sign on the original page
  • A filled PDF is saved with every submission

Every field stays editable

A digitalized form opens in the same builder as every other Formisoft form. Mark fields required, reword a question, or add a page before you send it.

The form builder showing a New Patient Registration form with Full Name, Date of Birth, and Gender fields

How it works

  1. 01Upload your PDFIntake packets, consents, or registration forms, up to 20 pages. Word files can be saved as PDF first.
  2. 02Choose how to handle itDigitalize it into a mobile form, or keep the original layout with fillable fields on top.
  3. 03Review and adjustCheck the detected fields, fix anything AI missed, and add your branding.
  4. 04Send it before the visitShare a link, a QR code, or embed it on your site. Answers go straight to the patient record.

From clipboard to ready patient

Patients open a secure link and fill out your form on their phone, with signatures and insurance card photos. On Front Desk, forms go out when a patient books and each visit shows as ready once they are done.

How patient readiness works
A patient filling out the New Patient Registration form on a phone

When it helps most

Switching from paper
Upload the forms in your filing cabinet and patients fill them out on their phone before the appointment.
Moving from another system
Export your forms as PDF, upload them, and skip rebuilding from scratch.
Long consent packets
Upload a multi-page admission packet once. Patients sign everything digitally.
Required layouts
When compliance needs the exact document, keep the PDF and add fillable fields on top.

Questions

PDF files, up to 20 pages. If your form is in Word or Google Docs, export it as a PDF first (File, then Save As or Download, then PDF).

Digitalize converts your document into native form fields that work well on phones, with healthcare field types and a cleaner layout. Keep formatting preserves your exact PDF and places fillable fields on top. Digitalize is best for patients; Keep formatting is best when you need the exact document.

It detects most fields, including text inputs, dates, checkboxes, signatures, and sections like insurance and medications. Always review the result in the editor and adjust anything it missed before you publish.

Yes. Digitalized forms open in the full form builder. For PDF overlay forms, you can add, move, resize, and delete fields directly on the PDF.

All Formisoft forms, uploaded, AI-built, or made by hand, run on the same HIPAA-ready setup: encryption, US data storage, audit logging, role-based access, and a BAA included on every plan.

Yes. For PDF overlay forms, Formisoft generates a filled PDF after each submission: your original document with the patient's answers on it. View and download it from the submission.

No PDF to start from?

Describe the form and AI drafts it, or start from one of our healthcare form templates. Uploads are encrypted and stored in the US; see security for details.

Get your forms ready, so patients arrive ready.

Upload the forms you already use and send them before the next visit.

Cancel anytime · BAA included

Get startedBook a demo