Blog
Guides on HIPAA compliance, digital patient intake, AI form building, and healthcare workflow automation.
HIPAA & Compliance
Understand HIPAA requirements and keep your patient data collection compliant.
What Makes a Patient Intake Form Actually HIPAA-Compliant
Not every digital form is HIPAA-compliant just because it's online. Here's what your intake forms actually need to meet the standard.
Read articleHIPAA Explained: What It Actually Requires and Why It Exists
A clear breakdown of HIPAA's three core rules, what they require of healthcare organizations, and the penalties for getting it wrong.
January 27, 2026
Your Forms Collect PHI. Here's Why That Makes HIPAA Your Problem.
If your forms collect anything that could identify a person and relate to their health, you're handling PHI — and HIPAA compliance isn't optional.
January 4, 2026
HIPAA and GDPR: How to Comply With Both When Collecting Patient Data
If you serve US patients and EU residents, you're dealing with two different privacy frameworks. Here's how they overlap, where they diverge, and what it means for your data collection.
January 31, 2026
Are Google Forms HIPAA Compliant? No. Here's Why It Matters.
Google Forms is free and easy to use, but it's not built for healthcare data. Here's what's missing and what to use instead.
January 7, 2026
A Practical Guide to Data Security in Digital Healthcare Forms
The specific security measures your digital intake forms need to protect patient data, from encryption standards to access controls to breach preparation.
January 18, 2026
When and How to Password-Protect a Form
Password protection restricts form access to people who have the password. Here's when it makes sense, how to set it up, and what to watch out for.
February 7, 2026
Are Electronic Signatures Legal for Medical Consent? Yes - With Conditions
E-signatures are legally valid for medical consent forms under federal law. But validity depends on how you implement them. Here's what the law actually says.
February 15, 2026
HIPAA Breach Notification Requirements: Timelines, Rules, and What You Must Do
If a data breach exposes patient health information, HIPAA gives you specific deadlines and notification requirements. Here's exactly what the law demands.
February 15, 2026
Digital Patient Intake
How to digitize, streamline, and modernize patient intake workflows.
A Clinical Staff Guide to Secure Patient Data Collection
Practical security habits every clinical staff member should follow when collecting patient information, whether digitally or on paper.
Read article
Going Digital With Your Forms: A No-Nonsense Guide
Switching from paper to digital forms is simpler than most people think. Here's a practical guide to making the transition without overthinking it.
January 16, 2026
How to Digitize Your Medical Forms Without Losing Your Mind
A practical, step-by-step playbook for transitioning your practice from paper intake forms to digital -- without the chaos.
February 6, 2026
Paper vs. Digital Intake Forms: An Honest Comparison
Digital intake forms are better than paper in almost every measurable way. Here's exactly where, why, and by how much.
February 6, 2026
Digital Intake Done Right: What Actually Improves the Patient Experience
Going digital isn't enough. Here's what separates a genuinely better patient intake experience from a PDF on a tablet.
February 1, 2026
5 Ways Digital Intake Forms Actually Save Your Practice Time (Not Just in Theory)
Digital intake forms promise efficiency, but only if you use them right. Here are five specific ways they eliminate bottlenecks in medical practices.
January 2, 2026
Your Patients Are Filling Out Forms on Their Phones. Is Your Intake Ready?
Most patients will complete your intake form on a phone. Here's what that means for form design, field types, and the check-in experience.
February 5, 2026
How to Actually Eliminate Paper From Your Practice (A Step-by-Step Approach)
Going paperless in healthcare sounds great in theory. Here's a realistic plan for practices that want to stop printing forms without disrupting patient care.
February 9, 2026
You Already Have a Word Doc Intake Form. Here's How to Make It Digital in 60 Seconds.
Most practices already have patient intake forms in Word. Instead of rebuilding them from scratch, upload the document and let AI convert it.
January 29, 2026
Healthcare SaaS Isn't the Future Anymore — It's the Baseline
Cloud-based tools have moved from 'nice to have' to 'table stakes' for healthcare practices. Here's what the shift looks like and why holdouts are falling behind.
January 25, 2026
The Environmental Case for Ditching Paper Medical Forms
Healthcare's paper habit has a real environmental cost. Here's what the numbers look like and why going digital is long overdue.
January 19, 2026
What Is the Digital Front Door in Healthcare (and Why Every Practice Needs One)
The digital front door is how patients interact with your practice before they ever walk in. Here's what it includes, why it matters, and how to build one.
February 15, 2026
How to Reduce Patient Wait Times (Start Before They Arrive)
The biggest lever for reducing patient wait times has nothing to do with scheduling. It's what happens before patients walk through the door.
February 15, 2026
How to Build a New Patient Registration Form That Patients Actually Complete
New patient registration forms set the tone for the entire relationship. Here's what to include, how to organize it, and the mistakes that cause patients to abandon the form.
February 15, 2026
The Complete Patient Intake Checklist: Everything to Collect Before the Visit
A comprehensive checklist of everything your patient intake forms should capture — from demographics to consent — with tips for getting each section right.
February 15, 2026
AI & Form Building
Use AI to generate, optimize, and automate your healthcare forms.
Stop Building Medical Forms by Hand. Let AI Do It in 30 Seconds
AI form generation cuts medical form creation from hours to seconds. Here's how it actually works and why it matters for your practice.
Read article
What AI Actually Changes About Patient Intake Forms
AI doesn't just digitize paper forms. It fundamentally changes how patient data gets collected, validated, and routed. Here's what that looks like in practice.
January 6, 2026
How to Create Forms with AI Prompts in Formisoft
A step-by-step guide to generating complete forms from plain-English descriptions using Formisoft's AI Form Builder.
January 30, 2026
What AI Actually Does for Form Building (and What It Doesn't)
AI-powered form builders promise to save time, but what do they actually do well? A honest look at where AI helps with forms and where you still need a human.
January 28, 2026
Form Design & UX
Design forms that patients actually complete, accessible, smart, and user-friendly.
Why Patients Abandon Your Intake Forms (and How to Fix It)
Form abandonment is a data collection problem disguised as a design problem. Here's how to diagnose drop-offs and fix the UX issues causing them.
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Conditional Logic: Build Forms That Ask the Right Questions
Conditional logic lets your forms skip irrelevant questions, surface follow-ups when they matter, and feel like a conversation instead of a checklist.
January 12, 2026
A Developer's Guide to Building Accessible Healthcare Forms
The technical details of form accessibility: semantic HTML, ARIA patterns, keyboard handling, and testing strategies that ensure WCAG compliance.
January 20, 2026
Serving Multilingual Patients: A Practical Guide to Translated Intake Forms
Language barriers cause real harm in healthcare. Here's how to approach multi-language intake forms -- what works, what doesn't, and where to start.
February 5, 2026
Accessible Forms Aren't Optional: What Healthcare Practices Need to Know
If your intake forms aren't accessible, you're excluding patients and exposing your practice to legal risk. Here's what accessibility actually requires.
January 3, 2026
Custom vs. Standard Intake Forms: How to Get the Balance Right
Every practice wants forms tailored to their specialty. Every multi-location org wants consistency. Here's how to get both without losing your mind.
January 14, 2026
What to Actually Look for in a Healthcare Form Builder (2026)
Not all form builders work for healthcare. Here are the features that actually matter -- and the ones that are just marketing fluff.
February 14, 2026
Auto-Save: Why Patients Stop Abandoning Your Intake Forms
Auto-save eliminates the most frustrating part of long forms: losing everything when something goes wrong. Here's how it works and why it matters for healthcare intake.
January 8, 2026
Why Progress Bars Make or Break Multi-Page Forms
A progress bar is the difference between a patient who finishes your intake form and one who closes the tab on page 3. Here's how to use them well.
February 8, 2026
Field Validation: Stop Cleaning Up Bad Data After the Fact
Custom validation rules catch formatting errors, missing information, and bad data at the point of entry, before it reaches your system.
January 13, 2026
How to Create a Medical Consent Form That's Actually Legally Valid
A medical consent form isn't just a signature line. Here's what legally needs to be in it, how to structure it, and how to make e-signatures hold up.
February 15, 2026
How to Design a Medical History Questionnaire That Gets Useful Answers
A medical history questionnaire is only as good as the answers it collects. Here's what to ask, how to structure it, and how conditional logic makes it smarter.
February 15, 2026
Automation & Integrations
Connect your forms to the rest of your stack with webhooks, analytics, and automations.
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 articleWhat 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.
February 3, 2026
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.
February 10, 2026
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.
February 10, 2026
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.
February 11, 2026
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.
February 7, 2026
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.
February 14, 2026
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.
February 15, 2026
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.
February 15, 2026
Comparisons
See how Formisoft compares to other form builders for healthcare intake.
IntakeQ vs Formisoft: Why Practices Are Switching in 2026
IntakeQ was built for a different era. Here's why hundreds of healthcare practices are moving to Formisoft for faster, smarter patient intake.
Read article
Google Forms vs Formisoft: Why Free Costs You More in Healthcare
Google Forms is free and familiar. But for patient intake, it's a compliance risk, a branding miss, and a workflow dead end. Here's the better path.
January 21, 2026
JotForm vs Formisoft: Stop Overpaying for Healthcare Intake
JotForm charges enterprise prices for HIPAA compliance and gives you a generic form builder. Formisoft includes everything at a fraction of the cost.
February 3, 2026
Tally vs Formisoft: When Simple Isn't Enough for Patient Intake
Tally is great for surveys and signups. But patient intake needs HIPAA compliance, healthcare fields, and clinical workflows. Here's how Formisoft fills the gap.
February 12, 2026
Zoho Forms vs Formisoft: General-Purpose CRM Tool vs Purpose-Built Healthcare Intake
Zoho Forms is great if you're already in the Zoho ecosystem. But for healthcare intake, you need HIPAA compliance, clinical fields, and patient workflows that Zoho wasn't designed for.
February 15, 2026
Typeform vs Formisoft: Beautiful Forms, But Healthcare Needs More Than Aesthetics
Typeform pioneered conversational forms, but it lacks HIPAA compliance, healthcare fields, and patient management. Formisoft delivers the beauty and the substance.
February 15, 2026
Microsoft Forms vs Formisoft - Why Enterprise Tools Aren't Built for Patient Intake
Microsoft Forms is free with Microsoft 365, but it was built for internal surveys, not patient intake. Here's why healthcare practices need a purpose-built tool.
February 15, 2026
Formstack vs Formisoft: Enterprise Complexity vs Purpose-Built Simplicity
Formstack charges $83+/month for HIPAA compliance and gives you a complex enterprise tool. Formisoft includes everything at $79.99/mo with a builder anyone can use.
February 15, 2026
SimplePractice vs Formisoft: Practice Management vs Dedicated Intake
SimplePractice is great for managing your therapy practice. But its intake forms are basic. Here's why adding Formisoft as your intake layer is a smarter move.
February 15, 2026
Phreesia vs Formisoft: Enterprise Intake vs Modern, Affordable Intake
Phreesia targets large health systems with enterprise contracts and opaque pricing. Formisoft delivers similar capabilities at $79.99/mo for practices that want power without the overhead.
February 15, 2026
NexHealth vs Formisoft: Digital Front Door vs Dedicated Intake Platform
NexHealth is a broad patient engagement platform. Formisoft's form builder and intake workflow go deeper, with AI generation, 25+ healthcare fields, and full analytics.
February 15, 2026
Intake by Specialty
Specialty-specific guides for building the right intake form for your practice.
The Complete Patient Intake Checklist: Everything to Collect Before the Visit
A comprehensive checklist of everything your patient intake forms should capture — from demographics to consent — with tips for getting each section right.
Read article
Building a Better Dental Patient Intake Form: Fields That Actually Matter
What every dental practice needs on their patient intake form, from medical history flags to dental-specific fields that save chair time.
February 15, 2026
Therapy Intake Form: What Mental Health Clinicians Should Include
Mental health intake forms need to balance thorough clinical assessment with patient comfort. Here's what to include and how to structure it.
February 15, 2026
Physical Therapy Intake Form: Essential Fields for PT Clinics
A well-structured PT intake form captures injury details, pain assessment, and functional limitations before the first visit, so you can start treatment faster.
February 15, 2026
Chiropractic Intake Form: What to Include for New Patient Evaluations
A thorough chiropractic intake form captures spinal history, pain patterns, and lifestyle factors before the first adjustment. Here's how to build one.
February 15, 2026
Pediatric Patient Intake Form: What to Collect for Children's Health Visits
Pediatric intake forms collect information from parents about their child's birth history, development, immunizations, and more. Here's what to include.
February 15, 2026
Dermatology Intake Form: Fields Every Derm Practice Needs
Dermatology intake forms need skin-specific history, photo uploads, and product inventories. Here's what to include for new patient visits.
February 15, 2026
OB/GYN Intake Form: Essential Fields for Obstetric and Gynecological Practices
OB/GYN intake forms need to capture reproductive history, menstrual health, and screening details alongside standard medical intake. Here's what to include.
February 15, 2026
Ophthalmology Intake Form: What Eye Care Practices Should Collect
An ophthalmology intake form needs to capture vision history, eye conditions, family risk factors, and current corrective lenses. Here's the complete breakdown.
February 15, 2026
Orthopedic Intake Form: What to Include for Musculoskeletal Practices
Orthopedic intake forms need detailed injury history, pain assessment, functional limitations, and accident/workers' comp info. Here's the complete guide.
February 15, 2026
Veterinary Intake Form: What to Collect for New Pet Patients
Veterinary intake forms collect pet health history and owner information in a single form. Here's what every vet practice should include.
February 15, 2026
Healthcare by Country
Country-specific guides for healthcare intake and compliance.
Patient Intake Requirements for Dental Practices in Canada (PIPEDA & PHIPA)
Learn what Canadian dental practices must collect during patient intake to comply with PIPEDA and provincial PHIPA regulations.
February 21, 2026
Patient Intake Requirements for Mental Health Practices in Australia
Mental health practices in Australia must comply with the Privacy Act and Medicare requirements when collecting patient data. Here's what to include.
February 21, 2026
How to Set Up SMS Reminders That Comply with PIPEDA and PHIPA in Canada
Canadian practices need compliant SMS reminders. Here's how to configure patient notifications that meet PIPEDA and PHIPA requirements without legal risk.
February 22, 2026
Practice Guides
How-to guides for running a more efficient practice.
How Physical Therapy Practices Use Online Payments to Get Paid Faster
Physical therapy practices collect copays, balances, and membership fees faster with online payments. Here's how to set it up and what actually works.
February 21, 2026
How Podiatry Practices Use Online Payments to Get Paid Faster
Learn how podiatry clinics collect copays, balances, and treatment fees digitally—before and after appointments—to improve cash flow and reduce billing hassles.
February 21, 2026
How Pediatric Practices Use Scored Assessments to Improve Workflow
Scored assessments help pediatric practices screen development, track growth milestones, and flag concerns before appointments—saving clinical time.
February 21, 2026
Latest Posts
Recent articles from across our blog.
How to Set Up SMS Reminders That Comply with PIPEDA and PHIPA in Canada
Canadian practices need compliant SMS reminders. Here's how to configure patient notifications that meet PIPEDA and PHIPA requirements without legal risk.
February 22, 2026
How Pediatric Practices Use Scored Assessments to Improve Workflow
Scored assessments help pediatric practices screen development, track growth milestones, and flag concerns before appointments—saving clinical time.
February 21, 2026
How Physical Therapy Practices Use Online Payments to Get Paid Faster
Physical therapy practices collect copays, balances, and membership fees faster with online payments. Here's how to set it up and what actually works.
February 21, 2026
How Podiatry Practices Use Online Payments to Get Paid Faster
Learn how podiatry clinics collect copays, balances, and treatment fees digitally—before and after appointments—to improve cash flow and reduce billing hassles.
February 21, 2026
Patient Intake Requirements for Dental Practices in Canada (PIPEDA & PHIPA)
Learn what Canadian dental practices must collect during patient intake to comply with PIPEDA and provincial PHIPA regulations.
February 21, 2026
Patient Intake Requirements for Mental Health Practices in Australia
Mental health practices in Australia must comply with the Privacy Act and Medicare requirements when collecting patient data. Here's what to include.
February 21, 2026
