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Formisoft

Integration

Forms & Patient Intake

✓HIPAA CompliantNo Code Required

Formisoft Integration — Digitize Intake & Form Collection

Route Formisoft submissions straight into your EHR — patient records, insurance info, and documents created automatically by AI.

Triggers

Actions

10+

API Endpoints

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Formisoft

Form-to-EHR Pipeline

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Patient fills out a Formisoft form → Cevi maps every field → patient record created in your EHR instantly.

Conditional Document Routing

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Based on Formisoft form responses, Cevi routes documents to the right department — billing, clinical, or admin.

Pre-Visit Data Collection

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Automatically send Formisoft intake forms to patients before appointments and sync responses to their chart.

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Formisoft

Discover popular templates with Formisoft

Patient Intake

Formisoft to Athenahealth integration

Create EHR patient records from Formisoft submissions

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Documentation

Formisoft to DrChrono integration

Upload Formisoft form responses as clinical documents

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Data Sync

Formisoft to GoHighLevel integration

Add Formisoft respondents to your CRM

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Messaging

Formisoft to Gmail integration

Send confirmation emails after Formisoft form submission

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Connect Formisoft with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Practice EHR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Formisoft triggers and actions

Cevi supports 7 Formisoft triggers and 9 actions

Appointment created

Triggers when a new appointment is scheduled

trigger

Submission reviewed

Triggers when a form submission is reviewed

trigger

Form published

Triggers when a form is published

trigger

Submission created

Triggers when a new form submission is created

trigger

Patient updated

Triggers when a patient record is updated

trigger

Appointment updated

Triggers when an appointment is updated

trigger

Formisoft API Capabilities

10+ API endpoints. API Key authentication. Real-time webhooks.

View official API documentation

API Endpoints

10+

Authentication

API Key

FHIR

—

Webhooks

Yes ✓

Forms

Digital forms
E-signatures
Document generation
Workflow automation

Build your Formisoft automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Formisoft

Forms & Patient Intake

formisoft

View API documentation

Quick Facts

CategoryForms & Patient Intake

AuthAPI Key

Endpoints10+

FHIR—

WebhooksYes ✓

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Formisoft workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.