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Page 6 of 13 (149 posts)

API

Webhooks in Formisoft: Automate What Happens After a Form Submission

Set up webhooks to automatically push form data to your EHR, practice management software, or any system with an API.

February 15, 2026

Operations

What Should Your Client Intake Form Actually Ask?

Most intake forms either ask too much or not enough. Here's what a well-designed intake form should collect and why each section earns its place.

February 15, 2026

Healthcare Technology

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

Clinical Practice

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

Business Tips

5 Intake Form Mistakes That Cost You Clients (and How to Fix Them)

Most intake form problems aren't about the questions you ask -- they're about how you ask them. Here are five mistakes that drive clients away.

February 14, 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.

February 14, 2026

Client Intake

5 Intake Form Trends That Are Actually Happening in 2026

Skip the speculation. These five trends in patient intake are already reshaping how practices collect information -- and they're worth paying attention to.

February 13, 2026

Form Builders

Your Intake Forms Are a Security Risk (Unless You've Done These Things)

Client intake forms handle the most sensitive data your business collects. Here's what actually makes an intake system secure -- and what doesn't.

February 13, 2026

Business Tips

Automating Your Intake Workflow: What's Worth It and What's Overkill

Not all automation is created equal. Here's where automation in form management delivers real ROI -- and where you're better off keeping it simple.

February 13, 2026

Healthcare Technology

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

Client Intake

How Patient Intake Went From Clipboards to AI (And What Comes Next)

Patient intake has evolved through three distinct eras. Understanding this history explains where the technology is heading -- and what to adopt now.

February 12, 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.

February 11, 2026