Formisoft

Formisoft helps practices get patients ready before their visit. Practices upload existing PDF or Word intake packets, which Formisoft converts into mobile forms with signatures and insurance card upload. Patients receive a secure link and complete forms from their phone, with reminders sent until forms are done. Completed forms are stored in the patient record next to the appointment, and the front desk can see who is ready or needs a nudge. The page also mentions online booking and calendar, SMS and email appointment reminders, optional payment collection before visits (with a stated 5% processing fee per transaction), HIPAA-aligned safeguards with a Business Associate Agreement included, and integration options via PDF export, webhooks, API, or Zapier. Specialty use cases listed include mental health, dental, optometry, dermatology, med spa, weight loss, physical therapy, and pediatrics.

Key features

• Convert uploaded PDF or Word intake packets into digital mobile forms with signatures and insurance card upload
• Unlimited HIPAA intake forms and e-signatures
• AI form builder and 200+ form templates
• Patients photograph front and back of insurance cards from their phone
• Secure patient links for completing forms
• Automated reminders and intake nudges until forms are complete
• Completed forms stored in patient record alongside the appointment
• Online booking and calendar
• SMS and email appointment reminders
• SMS form delivery with delivery tracking
• Optional payment field on intake forms, with a 5% processing fee per transaction
• Automated no-show follow-ups
• Send completed forms as PDFs, or connect via webhooks, API, or Zapier
• Unlimited staff with 3 providers included
• HIPAA-aligned safeguards: AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, audit logging, US-only data hosting
• Business Associate Agreement included

Best suited for

• Independent practices needing digital intake and consent forms
• Mental health therapy and psychiatry practices
• Dental practices
• Optometry practices
• Dermatology and medical aesthetics practices
• Med spas
• Medical weight management clinics
• Outpatient physical therapy and rehab
• Pediatric primary care practices

Pricing

Not stated on the website