Formlytic
Paperwork automation for independent practices

Clinical paperwork, drafted before the next patient.

Turn a short staff form into a review-ready pre-auth, referral, consent form, or appeal letter—formatted on your practice letterhead and ready to edit, sign, and export.

Draft 5 documents freeSee how it works

No credit card required. Use de-identified or dummy data until BAA-enabled infrastructure is confirmed for your account.

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What office managers can expect

Human review stays required

Every draft remains editable before signing, exporting, or sending.

Your workflow comes first

Short forms and reusable records reduce retyping without changing how staff work.

Compliance claims stay honest

PHI use begins only when the required vendor BAAs and safeguards are in place.

One calm workflow

From scattered notes to a finished document.

Formlytic removes repetitive formatting while keeping your team responsible for the final clinical and administrative review.

Built for the weekly paperwork queue

Pre-auth requests, denied-claim appeals, referrals, informed consent forms, and new-patient intake packets live in one focused library.

  1. 01

    Step 1

    Choose the document

    Start with a pre-authorization request, denied-claim appeal, referral letter, consent form, or intake packet.

  2. 02

    Step 2

    Enter only what changed

    Add the patient, procedure, insurer, and provider notes. Saved practice and patient details can fill repeat fields.

    Patient and procedure
    Insurer and provider notes
    Practice letterhead
    Saved record lookup
  3. 03

    Step 3

    Review a complete draft

    Formlytic structures the document on your practice letterhead so staff can edit, e-sign, and export a polished PDF.

Practice-sized pricing

Start with five drafts. Pay when it proves useful.

Plans are billed per practice, with custom provider pricing for multi-location groups.

Trial

$0

Evaluate the workflow before subscribing.

  • 5 generated documents
  • Core template library
  • Edit and PDF export
  • De-identified or dummy data only
Start free

Single practice

$99–$199

per month, based on practice needs

For 1–10 staff
Full document library
Practice letterhead
Patient record lookup
Edit and e-sign workflow
PDF export
Practice-level accounts

Multi-location groups receive provider-based pricing. PHI processing is available only with required BAAs and safeguards in place.

Start with 5 documents

Questions before your first draft

Clear answers for careful practices.

Make the paperwork queue lighter

Give your staff a faster first draft.

Create five documents free, learn where Formlytic saves your practice time, and subscribe only when the workflow earns its place.

Draft your first documentWhy Formlytic