22 articles

Automation & Integrations

Name: Formisoft
Brand: Formisoft

Connect your practice to the rest of your stack with webhooks, analytics, and integrations.

Pillar GuideBusiness Operations

A Practical Guide to Automating Your Practice with Form Webhooks

Webhooks turn form submissions into automated actions -- no manual data entry, no delays. Here's how they work and how to set them up.

Read the full guide

Supporting Articles

Deep dives that complement the pillar guide above.

Digital Health

What Your Form Analytics Are Trying to Tell You

Form analytics reveal exactly where patients struggle with your intake process. Here's how to read the data and turn it into meaningful improvements.

Feb 3, 2026

Client Intake

How Better Intake Forms Actually Reduce No-Shows

No-shows cost practices real money. The fix isn't just reminders -- it's an intake process that creates commitment and removes friction before the appointment.

Feb 10, 2026

Clinical Practice

The Math on Digital Intake Forms: What They Actually Save Your Practice

Digital intake forms aren't a nice-to-have -- they're one of the highest-ROI investments a healthcare practice can make. Here's how to calculate the real numbers.

Feb 10, 2026

Form Management

Schedule Forms to Open and Close Automatically

Set a publish and unpublish date, and your form handles its own availability. No more forgetting to take down last season's flu shot form.

Feb 11, 2026

Integration

Pre-Fill Form Fields from URL Parameters

Pass data into form fields via URL parameters so patients don't re-enter information you already have. Here's how to set it up.

Feb 7, 2026

Form Builders

How to Set Up a Waiting List Form in Under 5 Minutes

Need a waiting list for your practice or business? Here's the fastest way to create one that actually works.

Feb 14, 2026

Clinical Practice

How to Collect Copays Online (Before the Patient Walks In)

Collecting copays at the front desk is slow, awkward, and often skipped. Here's how to move copay collection into your digital intake workflow.

Feb 15, 2026

Clinical Practice

How to Collect Insurance Information Digitally (Without the Back-and-Forth)

Collecting insurance information on paper wastes time and creates errors. Here's exactly what fields to capture digitally and how to get it right the first time.

Feb 15, 2026

Practice Guides

How Oncology Practices Use Workflow Automation to Improve Efficiency

Oncology practices handle complex patient journeys. Learn how workflow automation reduces admin burden and improves care coordination.

Feb 25, 2026

Technical Guides

How to Set Up Appointment Scheduling APIs That Comply With HIPAA

Build HIPAA-compliant scheduling integrations with this technical guide covering API authentication, PHI transmission, audit logs, and BAAs.

Mar 16, 2026

Technical Guides

How to Set Up Payment Processing APIs That Comply With HIPAA

A technical guide to integrating payment APIs in healthcare while maintaining HIPAA compliance—covering tokenization, BAAs, and secure data handling.

Mar 20, 2026

Technical Guides

How to Set Up Appointment Scheduling APIs That Work With Your EHR

A technical guide to integrating scheduling APIs with your EHR system while maintaining HIPAA compliance and avoiding common implementation pitfalls.

Apr 11, 2026

Automation & Integrations

How to Set Up Automated Appointment Reminders (Step-by-Step Guide)

A technical guide to configuring automated appointment reminder workflows using SMS, email, and API integrations that reduce no-shows and save staff time.

Apr 12, 2026

Payment Processing

How to Set Up Automated Payment Collection for Your Medical Practice

A technical guide to automating patient payment workflows: APIs, webhooks, timing strategies, and HIPAA-compliant integration options for US practices.

Apr 14, 2026

Automation & Integrations

How to Set Up Automated Patient Check-In (Step-by-Step Guide)

A technical guide to implementing automated patient check-in at your practice, including workflow setup, system integrations, and HIPAA compliance.

Apr 15, 2026

Automation & Integrations

How to Set Up Automated Patient Check-In That Integrates With Your EHR

A technical guide to connecting automated check-in workflows with your EHR system using APIs, webhooks, and practice management integrations.

Apr 16, 2026

Automation & Integrations

How to Set Up Insurance Verification Automation in Your Practice

Step-by-step guide to automating insurance verification using APIs, webhooks, and clearinghouse integrations to reduce front desk workload.

Apr 17, 2026

Technical Guides

How to Set Up EHR Integration APIs That Actually Sync Patient Data

A technical guide to connecting your front desk software with your EHR using APIs—covering HL7, FHIR, webhooks, and real-time patient data sync.

Apr 18, 2026

Automation & Integrations

How to Set Up Automated Insurance Verification (Step-by-Step)

A technical guide to automating insurance verification workflows using APIs, webhooks, and EHR integrations to reduce manual work at check-in.

Apr 19, 2026

Integration Guides

How to Set Up Waitlist Management That Integrates With Your EHR

Step-by-step guide to connecting waitlist automation with your EHR system using APIs, webhooks, and HIPAA-compliant data syncing.

Apr 20, 2026

Automation & Integrations

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.

May 11, 2026

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