Patient Intake for Primary Care
Comprehensive intake for family and internal medicine
Primary care practices manage the broadest scope of patient health information, from chronic disease management and preventive care to acute illness visits and annual wellness exams. Formisoft provides comprehensive digital intake forms that capture the full breadth of information primary care providers need — complete medical history, surgical history, family history, social determinants of health, medication reconciliation, allergy documentation, and review of systems.
Our primary care templates are designed around evidence-based guidelines, including Medicare Annual Wellness Visit requirements, preventive screening schedules, and chronic care management documentation. New patient intake packets are thorough yet patient-friendly, with conditional logic that adapts follow-up questions based on reported conditions. Returning patients see streamlined update forms that highlight changes since their last visit rather than requiring them to re-enter their entire history.
For busy primary care offices managing high patient volumes, Formisoft's automation features are transformative. Intake forms are sent automatically upon scheduling, with timed reminders to ensure completion. Front desk staff see a real-time dashboard of completed and pending forms, allowing them to identify patients who need follow-up before their appointment. Webhooks and API access let you connect intake data to your EHR through third-party integration platforms.
How it works
Appointment Triggers Intake
When a patient schedules any visit type — new patient, annual wellness, or sick visit — the appropriate intake form set is automatically sent via text or email.
Comprehensive History Collection
Patients complete their medical, surgical, family, and social history, current medications, allergies, and a review of systems from home before their appointment.
Medication Reconciliation
Patients review and update their current medication list, including dosages, prescribing physicians, and any over-the-counter supplements.
Clinical Team Preparation
Nurses review completed intake, flag abnormalities, prepare preventive care reminders, and ensure the provider has everything needed for an efficient visit.
Key features
Everything you need for patient intake for primary care, built into the platform.
Complete Medical History
Thorough medical, surgical, family, and social history forms that capture the full picture of a patient's health status and risk factors.
Medication Reconciliation
Structured medication list with dosage, frequency, prescriber, and purpose fields — plus a section for over-the-counter supplements and herbal remedies.
Preventive Care Screening
Age and gender-appropriate preventive care questionnaires aligned with USPSTF guidelines and Medicare wellness visit requirements.
Chronic Disease Tracking
Condition-specific modules for diabetes, hypertension, asthma, and other chronic diseases that collect relevant symptoms and self-management data.
Social Determinants of Health
Screening questions about food security, housing stability, transportation access, and other social factors that influence health outcomes.
Visit-Type Adaptive Forms
Different form sets for new patient visits, annual wellness exams, sick visits, and follow-ups — automatically selected based on appointment type.
Returning Patient Updates
Streamlined update forms for established patients that pre-populate previous responses and ask only about changes since the last visit.
QR Code Access
Generate QR codes for your forms so patients can scan and start intake instantly from their phone.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Can I use different forms for different visit types?
Yes. Formisoft allows you to configure different form sets for each appointment type. New patients receive comprehensive intake packets, annual wellness visits include preventive screening questionnaires, and sick visits get streamlined symptom-focused forms. The correct set is sent automatically based on the scheduled visit type.
How does medication reconciliation work digitally?
Patients see their previously recorded medication list (if returning) and can confirm, update, or add medications. Each entry captures drug name, dosage, frequency, prescribing doctor, and purpose. Over-the-counter medications and supplements have their own section. Changes are flagged for clinical review.
Does Formisoft support Medicare Annual Wellness Visits?
Yes. We provide AWV-specific form templates that capture the Health Risk Assessment required by Medicare, including functional ability, psychosocial risks, behavioral risks, and a review of all current providers and medications. This documentation supports proper AWV billing.
Can established patients update their information without re-entering everything?
Absolutely. Returning patients see a streamlined update form that shows their previously submitted information and asks them to confirm or update specific sections. This dramatically reduces the time patients spend on paperwork for follow-up visits.
How do I integrate with my EHR system?
Formisoft offers webhooks and a REST API that let you connect intake data to your EHR. You can also use third-party integration platforms to automate data transfer to your patient chart without writing code, reducing double-entry for your staff.
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Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.
