formisoft

Upload your forms

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Turn the PDFs you use today into forms patients finish on their phone.

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

Two ways to use it

Best on phones

Digitalize

AI turns your PDF into a mobile form you can edit.

  • Insurance, medication, and signature fields
  • Exact copy or cleaned-up version
  • Fully editable

When the layout must stay

Keep your formatting

Your PDF stays exactly as it is, with fillable fields on top.

  • Fields detected for you
  • Patients sign on the original page
  • A filled PDF saved with every submission

Every field stays editable

Reword a question, mark fields required, 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 or consents, up to 20 pages.
  2. 02Pick a modeDigitalize it, or keep the original layout.
  3. 03ReviewFix anything AI missed and add your branding.
  4. 04Send itLink, QR code, or website embed. Answers land in the patient record.

From clipboard to ready patient

Forms go out when a patient books. 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

Questions

PDF, up to 20 pages. Export Word or Google Docs files as PDF first.

It finds most fields, including dates, checkboxes, signatures, insurance, and medications. Review it before you publish.

Yes. Digitalized forms open in the form builder. On PDF overlays you can add, move, or delete fields.

Yes. Every form runs on the same HIPAA-ready setup: encryption, US hosting, audit logs, and a BAA.

Yes. PDF overlay forms save a filled copy of your original document with every submission.

No PDF to start from?

Describe it and AI drafts it, or start from a template.

Get your forms ready, so patients arrive ready.

Send the forms you already use before the next visit.

BAA included · We set up your front desk

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