formisoft

Seat every patient with history done.

New patients send their dental history, insurance card, and consent from their phone, so hygiene starts on time.

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The dashboard with today's schedule and each patient's intake status

What changes for your practice

Chairs start on time

No clipboards in the lobby before a cleaning.

Coverage checked early

Verify insurance from the chart before the visit.

See who is due back

Auto-tags flag patients who are overdue for a visit.

How it works

  1. 01The patient books a cleaning or examOnline or by phone, on each provider's real schedule.
  2. 02Dental history and insurance go outThe patient sends history, card photos, and signed consent.
  3. 03The team sees who is readyIntake status shows on today's schedule before they arrive.

What you'll use

Questions

Yes. Upload your PDF and Formisoft turns it into a mobile form, or start from the dental intake and history templates.

They sign on their phone with an e-signature field in the form. The signed form is stored on the patient's chart with its audit trail.

Yes, on Front Desk. Staff run an eligibility check from the insurance collected at intake. It costs $0.50 per check with no monthly fee.

Intake ($49.99/mo) covers forms and e-signatures. Front Desk ($149.99/mo) adds booking, text reminders, payments, and insurance checks.

Also for

Get every patient ready before the visit.

Start with Intake at $49.99/mo. Add booking, reminders, and payments with Front Desk at $149.99/mo.

Cancel anytime · BAA included

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