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Formisoft

Unifies online booking, intake, copay collection, and follow-up into one workflow with automated reminders and AI forms.

formisoft.comSchedulingOct 2024Formisoft

A front-desk workflow platform that unifies online booking, intake completion, copay collection, and follow-up for healthcare practices, solving the problem of disconnected tools and manual patient chasing. It sells to healthcare providers such as clinics, dental, mental health, and specialty practices, typically small to mid-sized. The platform is delivered as a SaaS with HIPAA-aligned controls and ISO certifications, offering automated reminders, payments, and AI-powered forms.

Key features

  • Online booking with availability calendars
  • AI-powered intake forms with e-signatures
  • Insurance verification and capture
  • Pre-visit copay collection and payment processing
  • Automated SMS and email reminders
  • Unified patient inbox for communications
  • Review requests and no-show follow-ups
  • Smart patient tags and segmentation
  • SMS and email campaign automation
  • AI form builder for HIPAA forms
  • Voice AI virtual receptionist
  • Automation flows for patient recall
  • No social media activity within the last 30 days
GTM channels
  • Blog
  • Referral program
  • Marketplace
  • API
  • Docs
ICP
  • Healthcare providers
  • SMB owners
  • Operations teams