Getting Started with Soli
Create your account, navigate the dashboard, and take your first steps with Soli Forms and Soli Line.What Soli offers your practice
Soli has two products built for small healthcare practices. Soli Forms covers intake paperwork, consent documents, clinical assessments, and patient communication forms — encrypted so only your device can read submitted data. Soli Line provides a dedicated practice phone number with encrypted messaging, voicemail, and an optional AI receptionist that fields calls while you are in session.
Both are HIPAA-compliant with a Business Associate Agreement included. Use them independently or together, depending on your practice needs.
Creating your account
Go to auth.meetsoli.comand choose the product you want to start with. You will enter your name, email, and a strong password. The password matters — in Soli Forms it generates the encryption keys that protect patient data. Pick something memorable and unique. Soli cannot reset or recover keys tied to a forgotten password.
Once you confirm your email, you land on the dashboard. Every account starts with a 14-day free trial — full access, no credit card required.
What to expect during your trial
Every feature is unlocked during the 14-day trial. With Soli Forms you can browse the full template library, create and publish forms, receive encrypted submissions, and build automation flows. With Soli Line you can provision a number, make and receive calls, send encrypted messages, and set up voicemail.
When the trial ends you choose a plan. If you opt not to continue, the account stays accessible in read-only mode — existing data remains visible, but you cannot create forms or place calls until you subscribe.
Choosing between Forms and Line
If intake paperwork, consent forms, and website-based patient inquiries are the priority, start with Soli Forms. Pre-built templates cover Contact Us forms, Appointment Requests, New Client Intake (short and full), Minor Intake, Consent to Treatment, Telehealth Consent, Practice Policies, Insurance Verification, Credit Card Authorization, Records Release, and clinical assessments such as the PHQ-9 and GAD-7.
If you need a dedicated practice number so patients can call and text without reaching your personal phone, start with Soli Line. It includes a local or toll-free number, encrypted SMS, voicemail with transcription, and optional AI-powered call answering.
Many practices run both. Forms covers the digital paperwork; Line covers phone communication. They share one account and login.
First steps with Soli Forms
The Home screen shows recent activity. Head to Builder > Templates to browse the library. Templates are grouped by category: Website and Scheduling, Intake and Onboarding, Consent and Agreements, Billing and Insurance, Records and Compliance, Clinical Assessments, and Practice Operations. Preview any template, then create a form from it.
When the form is ready, open Builder > Publish for the embed code or a direct link. Submissions arrive in Inbox > Submissions— each one encrypted and readable only on your authorized device.
To package related forms together (for example, a consent form, intake form, and policies document a new patient should complete in one sitting), use the Bundles feature under Builder. Bundles combine multiple forms into a single link.
First steps with Soli Line
On first sign-in you provision a phone number — local in your area code or toll-free. If you already have a practice number, you can port it to Soli (typically 7 to 10 business days).
With the number active, you can place and receive calls from the Soli Line desktop application right away. Record a voicemail greeting, set your business hours, and choose what happens when you are unavailable: voicemail, forwarding to another number, or routing to the AI receptionist (Voice add-on or AI plan).
Send yourself a test text to confirm everything works, then publish the new number on your website, business cards, and directory listings.
Where to find help
Click Help in the sidebar to reach documentation and support. You can also email support@meetsoli.com directly. For pricing, plan, or feature questions, use hello@meetsoli.com.
The Resources section on this website has additional guides on phone setup, AI configuration, automation flows, encryption, and group practice management.