formisoft

Register walk-ins without a clipboard.

Walk-in patients scan a QR code in your lobby and fill out intake on their own phone.

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An intake form open on a patient's phone

The problem

A busy lobby means clipboards, hard-to-read handwriting, and staff retyping every form while the line grows.

The playbook

  1. 01The patient scans a QR codePrint it once and keep it at the desk. No app or account needed.
  2. 02They fill out intake on their phoneContact details, insurance card photos, and signed consent in one form.
  3. 03The patient record is createdReturning patients are matched. New ones get a new chart.
  4. 04Staff review and call them inEverything is ready to read. Nothing to retype.

What you need

Questions

When a patient submits any form, Formisoft scans the fields for common patient identifiers, first name, last name, date of birth, phone, email, and insurance details. These are automatically mapped to the patient record without any configuration.

Formisoft matches the submission to the existing patient record using email or date of birth. The record is updated with any new information, and the form submission is added to their history.

Yes. Staff-only forms and in-office fill workflows are supported.

More playbooks

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included

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