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Discover Formisoft

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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GlossaryPayment Link

Payment Link

Payments

A URL sent to a patient via SMS or email that directs them to a secure payment page to pay an outstanding balance, copay, or invoice. Payment links eliminate the need for in-office payment processing and allow patients to pay at their convenience from any device.

Related terms

Copay Collection

The process of collecting a patient's insurance copayment before or during their visit. Digital copay collection embeds a payment field directly in the intake form so patients pay online before they arrive. This eliminates front-desk payment processing and reduces outstanding balances.

Pre-Visit Payment

Collecting payment from a patient before they arrive for their appointment, typically during the intake process. A payment field is embedded in the pre-visit form so patients submit their copay or balance alongside their medical information. This eliminates checkout lines and reduces accounts receivable.

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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

Resources

  • Workflow Playbooks
  • FAQs
  • Glossary
  • Topics
  • Free Tools
  • Developers
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  • Support
  • Contact
  • About

Compare

  • All comparisons
  • 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.

Read article →
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