Business profile · Clinic & practice management
Formisoft
Patient readiness for independent practices: every patient ready before the visit
Patient intake software that helps independent healthcare practices collect forms, signatures, and documents, with booking, payments, reminders, and follow-up
About

Formisoft is a patient readiness platform for independent healthcare practices. Patients complete intake forms, sign consents, and upload insurance cards from their phone before arriving. The practice receives automatic appointment reminders via SMS and email, and the front desk dashboard shows who is ready for each visit. The platform includes online booking, online payments with copay collection, and integrates with existing clinical systems through webhooks, API, or Zapier without requiring migration.
Features at a glance
- HIPAA-compliant intake forms with e-signatures
- AI form builder with 200+ templates
- Online booking and calendar management
- SMS and email appointment reminders
- Insurance card capture with eligibility verification
- Online payment collection and copay processing
- API, webhook, and Zapier integrations
- ISO 27001 and ISO 27799 certified infrastructure
Pricing
Pricing model: Contact for pricing
Custom pricing determined on a sales call. A 5% processing fee applies per payment transaction.
Compare and explore
Quick answers
- Is Formisoft HIPAA compliant?
- Yes. Formisoft runs on ISO 27001 and ISO 27799 certified infrastructure with HIPAA-aligned safeguards, including AES-256 encryption at rest, TLS 1.3 in transit, role-based access controls, complete audit logging, and US-only data hosting. A Business Associate Agreement (BAA) is included.
- Can I collect payments before a patient visit?
- Yes. Add a payment field to your intake form and payments are collected before the patient arrives. A 5% processing fee applies per transaction.
- Can patients upload their insurance cards?
- Yes. Patients can photograph the front and back of their insurance card directly from their phone, and images are stored securely alongside their policy details, subscriber info, and group number. Automated eligibility verification is available before the visit.
- How do integrations work?
- Keep your clinical system and send completed forms as PDFs, or connect through webhooks, the API, or Zapier. The Formisoft team helps you choose the right integration on an initial call.
- How do automations work?
- Reminders, intake nudges, and no-show follow-ups run automatically. You can turn on the automations you want and edit the messages.
Leave a review for Formisoft
Reviews of Formisoft: none yet. Be the first.
Reviews: free. Paid reviews: not possible. See the review file
Reviews and questions · Latest info · Share this info · Your business? Claim this profile · Report outdated info
Formisoft has a free listing. The owner can unlock the full profile with a paid launch for $5:
- Founder story (locked)
- Milestones (locked)
- Demo video (locked)
- Dofollow website link (locked)
Related profiles
Castatus Visitor Manager
Modern visitor management system with touchless check-in, badge printing, and emergency notifications
- United States
- Clinic & practice management
Medixfy
Hospital and clinic management software for appointments, EMR, consultation notes, billing, and inventory
- Clinic & practice management
Kibu
AI-powered documentation, training, and compliance platform for disability service providers
- United States
- Clinic & practice management
Appoint Me
The feel good booking system
- United Kingdom
- Clinic & practice management