Formisoft AI
Intelligent Client Intake
Subscription255 impressionslaunches Dec 1
Formisoft AI digitizes patient intake forms with AI, enabling online completion, e-signatures, insurance capture and optional booking/payments.
- for
- Independent medical practices and front-desk teams.
- pricing
- paid
Key features
- AI form builder — Convert PDFs or Word packets into mobile forms with signatures in minutes.
- Unlimited HIPAA intake forms — Create and store unlimited compliant forms for each patient.
- Insurance card capture — Patients upload front and back of insurance cards securely.
- Automatic reminder emails — Built-in nudges ensure forms are completed before appointments.
- SMS messaging — Send intake links, appointment reminders and follow-ups via text.
- Online booking & calendar — Add scheduling and calendar management when using Front Desk.
- Payments collection — Collect copays on the intake form with a 5% transaction fee.
- Integrations & API — Zapier, Keragon, webhooks, REST API and native EMR connectors for workflow handoff.
Use cases
- Convert existing paper intake packets to digital forms for remote completion.
- Send secure intake links via SMS to ensure patients fill paperwork before visits.
- Collect insurance information and verify eligibility prior to appointments.
- Schedule appointments and collect payments through the same Front Desk platform.
Formisoft AI pricing
- Intake$49.99/month/monthUnlimited HIPAA intake forms · AI form builder & 200+ templates · E-signatures & consent · Insurance card capture
- Front Desk$149.99/month/monthAll Intake features · Online booking & calendar · SMS & email reminders · Patient inbox & payments
Formisoft AI FAQ
Is Formisoft HIPAA compliant?+
Yes, it runs on ISO 27001/27799 certified infrastructure with AES-256 encryption, TLS 1.3, role-based access, audit logs and US-only hosting; a BAA is included on every plan.
Can I send intake forms via SMS?+
Yes, built-in SMS lets you text secure intake links, appointment reminders and no-show follow-ups, with delivery status tracking.
How are payments collected?+
Add a payment field to the pre-visit form; payments are processed when the form is completed, with a 5% processing fee per transaction.
What automation capabilities exist?+
Front Desk includes automations for appointment reminders, intake nudges and no-show follow-ups, with customizable templates and patient tagging.
How does insurance verification work?+
Patients upload insurance cards; Front Desk can run eligibility checks at $0.50 per verification via native EMR connectors.
What integration options are available?+
You can download PDFs, use Zapier or Keragon, or connect via webhooks, REST API keys, and native EMR connectors.
Summarized by DevHunt from formisoft.com · Oct 17, 2026. Details may change; check the official site.
