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One platform for your whole front office — booking through reviews.

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  • Schedule

    Fill your calendar without the phone tag

  • Collect

    Patient intake: digital, complete, before the visit

  • Automate

    Identify who needs you — then automate the outreach

  • Communicate

    Onboard, message, and remind in one place

  • Grow

    Turn great visits into more patients

Specialties

Mental HealthDentalOptometryDermatologyMed SpasWeight LossPhysical TherapyPediatrics
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GlossaryPatient Portal

Patient Portal

Healthcare

A secure online platform where patients can access their health information, complete intake forms, view appointment history, and communicate with their healthcare provider. Can be branded to match the practice for a seamless patient experience.

Related terms

Magic Link

A secure, single-use URL sent to a patient via email or SMS that allows them to access and complete their intake forms without creating an account or remembering a password. Magic links expire after a set period and can only be used once, maintaining security while eliminating friction for patients.

Intake Form

A form completed by patients before a healthcare visit to provide demographic information (name, address, phone), insurance details, medical history (conditions, medications, allergies), and consent signatures. Digital intake forms replace paper clipboards and enable pre-visit data collection via email or text message links.

EHR / EMR

Electronic Health Record (EHR) and Electronic Medical Record (EMR) are digital versions of a patient's medical chart. An EMR is typically used within a single practice, while an EHR is designed to be shared across organizations. Patient engagement platforms integrate with EHR/EMR systems via webhooks, API, and FHIR to automatically route intake data into patient records.

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formisoft

The modern front office for healthcare. Schedule, collect, automate outreach, communicate, and grow reviews — one platform for your whole practice.

Security & HIPAA256-bit encryption

Platform

  • Platform overview
  • Schedule
  • Collect
  • Automate
  • Communicate
  • Grow

Features

  • Patient Intake
  • Formisoft Telehealth
  • Online Booking
  • Online Payments
  • SMS & Email
  • Flows & Automation
  • AI Form Builder
  • Form Templates
  • Upload PDF Forms
  • Use Cases
  • Pricing
  • Security & HIPAA

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Compare

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  • vs IntakeQ
  • vs JotForm
  • vs NexHealth
  • vs SimplePractice
  • vs Phreesia
Blog

From the blog

Guides and playbooks for intake, scheduling, automation, and practice growth.

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Product UpdatesMay 29, 2026

Introducing Formisoft Telehealth: Video Visits Built Into Your Front Office

Schedule virtual visits, send secure join links in reminders, and start calls from the appointment—no separate Zoom account, no app download for patients.

Read article →
tipsMay 15, 2026

Why Your Practice Needs 10DLC Registration for Patient Messaging

US carriers now require 10DLC registration for business text messaging. Here's what healthcare practices need to know — and why it actually helps you reach more patients.

Read article →
Automation & IntegrationsMay 11, 2026

How to Set Up Patient Portal APIs That Sync With Your EHR

A technical guide to configuring patient portal API integrations that sync data with your EHR system while maintaining HIPAA compliance.

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