Name: Formisoft
Brand: Formisoft

Question 1

What is Formisoft?

Accepted Answer

Formisoft is a patient intake platform built specifically for healthcare providers. It replaces paper clipboards and generic form tools with a purpose-built system that includes:

Drag-and-drop form builder with 25+ field types (including healthcare-specific fields like insurance capture, medications, allergies, and e-signatures)
AI-powered form generation - describe what you need or scan a paper form
Automated SMS and email workflows (reminders, review requests, welcome messages, no-show follow-ups)
Appointment scheduling with real-time availability
Full patient records with demographics, medical data, and documents
Post-visit review collection with Google Reviews integration
Secure payment processing for deposits and fees
Integrations with EHR, scheduling, billing, and more via webhooks, REST API, Zapier, and Keragon

ISO 27001, ISO 27799, and HIPAA-aligned safeguards from day one.

Question 2

How do I create my first intake form?

Accepted Answer

From your dashboard, click the "New Form" button in the top right. You'll see three creation methods: • AI generation - type a prompt like "New patient intake form for a dental office with insurance, medications, and consent" and a complete multi-page form appears in seconds • Image upload - snap a photo of your existing paper form and the AI converts it to a digital form with the correct field types • Templates - browse healthcare-specific templates by category (patient registration, consent, medical history, etc.) and customize one You can also start with a blank canvas and add fields using the slash command menu - type "/" in the empty input at the bottom of the form.

Question 3

Can I convert my existing paper forms to digital?

Accepted Answer

Yes. When creating a new form, choose "From image" and upload a photo or scan of your paper form. • The AI analyzes the document layout and content • Generates a fully editable digital version with matching fields, labels, and structure • Automatically selects healthcare-specific field types when appropriate (e.g. insurance capture, medications list) • Open the result in the drag-and-drop builder to customize - add conditional logic, reorder fields, change types, and more

Question 4

Do I need any technical skills to use Formisoft?

Accepted Answer

Not at all. Formisoft is designed so anyone on your team can build forms and manage patients: • Type questions directly in the document-style canvas • Use the slash command menu ("/") to pick from 25+ field types • Drag fields to reorder them • Configure branding, scheduling, and workflows through simple toggle switches and dropdowns No code, no IT setup, no learning curve. If you can use a word processor, you can use Formisoft.

Question 5

How long does it take to set up?

Accepted Answer

Most practices are live in under 15 minutes: • AI builder generates a complete multi-page intake form in under a minute • Add your logo and brand colors in Settings • Toggle the form to "Published" in Form Settings • Share the link with patients via email, SMS, or QR code If you're migrating from paper, you can photograph your existing forms and have digital versions ready the same day.

Question 6

What does the trial include?

Accepted Answer

Every new account starts with a 14-day Front Desk trial. • Scheduling, intake, SMS and email inbox, payments, review requests, unlimited HIPAA forms, templates, e-signatures, and the AI form builder • Autopilot automation, smart tags, and Voice AI require a paid Autopilot subscription • After the trial, subscribe to Intake ($49.99/mo), Front Desk, or Autopilot to keep access • No long-term contracts, cancel anytime

Question 7

What types of healthcare practices use Formisoft?

Accepted Answer

Formisoft is used across healthcare specialties including: • Family medicine and primary care clinics • Dental offices • Physical therapy and chiropractic practices • Mental health and behavioral health providers • Dermatology, ophthalmology, and optometry clinics • Pediatricians and urgent care centers • Surgical centers and specialty practices Any practice that collects patient information - from solo providers to multi-location organizations - can use Formisoft.

Question 8

How does the drag-and-drop form builder work?

Accepted Answer

The form builder uses a document-style canvas that looks and feels like writing a document: • Each field appears as a card - hover to reveal a drag handle on the left for reordering • On the right of each field: a gear icon (advanced settings) and a trash icon (delete) • Between fields, a "+" button appears on hover so you can insert new fields anywhere • At the bottom, type a question directly (press Enter to create a text field) or type "/" to open the slash command menu • Click directly on field labels and placeholders to edit them inline • Click the red asterisk (*) next to any label to toggle required/optional

Question 9

What is the slash command menu?

Accepted Answer

Type "/" in the empty input at the bottom of the form canvas to open a searchable field picker. Fields are organized into three categories: • Basic - text, number, email, phone, textarea, select, radio, checkbox, switch, date, time, file upload • Healthcare - insurance info, medications, allergies, conditions, emergency contact, consent agreement, photo upload • Advanced - e-signature, payment collection, appointment booking Start typing to filter (e.g. "/ins" to find insurance). Use arrow keys to navigate and Enter to select.

Question 10

What field types are available?

Accepted Answer

Formisoft offers 25+ field types across three categories: • Standard inputs - text, number, email, phone, text area, select dropdown, radio buttons, checkboxes, toggle switch, date picker, time picker, date & time, file attachment, copy/markdown content • Healthcare-specific - insurance information (full form with carrier, policy, subscriber), medications list (repeating entries with dosage & frequency), allergies checklist (with severity), medical conditions (ICD-10 codes), emergency contact, consent agreement, photo upload (configurable slots) • Advanced - digital e-signature (draw on any device), payment collection, appointment booking (real-time availability)

Question 11

Can I add conditional logic to my forms?

Accepted Answer

Yes. Click the gear icon on any field to open Advanced Settings, then configure a "Show if" rule: • Choose a source field and an operator (equals, not equals, contains, not contains, is empty, is not empty, greater than, less than) • Set the value that triggers the condition • Fields with conditions show an amber badge on the canvas with the rule description • The field is hidden from patients unless the condition is met Example: show the "Medications list" only if the patient selects "Yes" to "Are you currently taking any medications?"

Question 12

Can I create multi-page forms?

Accepted Answer

Yes. Click the "Add page" button at the bottom of the form canvas: • Each page gets its own title (optional) and set of fields • Patients see a progress indicator and navigate with Back/Next buttons • Progress is auto-saved every 30 seconds to the patient's browser • If they close the tab and come back later, they pick up exactly where they left off

Question 13

How do I edit a field's label or placeholder?

Accepted Answer

Everything is edited live on the canvas - no dialogs needed for basic changes: • Click directly on the field label text to edit it inline • Click the grayed-out placeholder text (e.g. "Enter text...") to edit it inline • For select, radio, and checkbox fields - click any option to edit, press Enter to add a new one, click X to remove

Question 14

How do I make a field required?

Accepted Answer

Click the red asterisk (*) next to any field's label on the canvas. It toggles between required and optional. Required fields show the asterisk to patients and are validated before they can proceed to the next page or submit.

Question 15

Can I add custom validation rules to form fields?

Accepted Answer

Yes. Click the gear icon on a field to open Advanced Settings. For text-based fields you can set: • Minimum length and maximum length • Regex pattern (e.g. a ZIP code pattern like "^\d{5}$") • Custom error message shown to the patient Validation runs when the patient clicks Next or Submit, with error messages displayed inline below the field.

Question 16

Do forms auto-save patient progress?

Accepted Answer

Yes. Every 30 seconds, the patient's current answers and page position are saved to their browser's local storage: • Survives closing the tab, switching apps, or losing connection • Patient returns to the same URL and picks up where they left off • Draft is cleared automatically after a successful submission

Question 17

Can I duplicate and reuse forms?

Accepted Answer

Yes. From your forms list, duplicate any existing form to create a new version with all the same fields, logic, and settings. This is useful for creating variations - like a version for new patients vs. follow-ups, or for different specialties - without rebuilding from scratch.

Question 18

What are field tags?

Accepted Answer

Every field gets a unique tag (auto-generated from the label, like "full_name" or "date_of_birth"). Tags are used for: • Patient Mode field mapping - map tags to patient record fields so submissions auto-populate profiles • Webhook payloads - tags become the keys in JSON data sent to your integrations • CSV exports - tags are used as column headers for clean data mapping

Question 19

How does AI form generation work?

Accepted Answer

Click "New Form" from your dashboard and select "AI generation." Then: • Type a natural language prompt describing what you need - e.g. "Create a new patient intake form for an orthopedic clinic with demographics, insurance, medications, allergies, surgical history, and consent" • The AI generates a complete multi-page form with the correct field types (including healthcare-specific fields), validation rules, required flags, and logical page grouping • The form appears in your builder ready to customize using drag-and-drop

Question 20

What kind of prompts work best?

Accepted Answer

Be specific about your specialty and the information you need. Good examples: • "Pediatric new patient form with parent contact, immunization history, allergies, and consent" • "Physical therapy intake with injury history, pain rating, insurance, and e-signature" • "Dental new patient registration with medical history, medications, insurance card upload, and HIPAA consent" The AI understands healthcare terminology and automatically selects the right field types - for example, it uses the structured insurance capture field rather than a plain text input.

Question 21

Can I scan a paper form and convert it to digital?

Accepted Answer

Yes. Choose "From image" when creating a new form: • Upload a photo, scan, or screenshot of any paper form • The AI analyzes the layout and content • Generates a digital form with matching fields, labels, and structure • Automatically selects healthcare-specific field types when appropriate • Review and customize the result in the full drag-and-drop builder

Question 22

Can I edit the AI-generated form afterward?

Accepted Answer

Absolutely. The AI gives you a starting point. After generation, the form opens in the full drag-and-drop builder where you can add or remove fields, change field types, edit labels and placeholders, add conditional logic, reorder pages, configure validation rules, update branding, and more. It's identical to editing any form you built manually.

Question 23

What AI model does Formisoft use?

Accepted Answer

Formisoft uses an advanced AI model for both text-to-form generation and image-to-form conversion. The model is specifically prompted with knowledge of all 25+ Formisoft field types and healthcare best practices to generate accurate, well-structured intake forms.

Question 24

Can patients upload photos of their insurance card?

Accepted Answer

Yes. Add a "Photo Upload" field to your form and configure it with slots like "Front" and "Back": • On mobile, patients take a photo directly with their camera or choose from their photo library • On desktop, they upload image files • Photos are stored securely and linked to the patient's record • Displayed alongside their policy details - no manual copying needed by front desk staff

Question 25

How does the insurance information field work?

Accepted Answer

The insurance capture field renders a complete, structured mini-form within your intake form. It collects: • Insurance carrier name • Policy number and group number • Subscriber name and date of birth • Subscriber relationship (self, spouse, child, or other) When Patient Mode is enabled, this data is automatically saved to the patient's insurance record. Include two insurance fields for primary and secondary coverage.

Question 26

Can I collect a patient's full medication list?

Accepted Answer

Yes. The medications list field lets patients add multiple entries. Each medication captures: • Medication name • Dosage (e.g. "10mg") • Frequency (e.g. "twice daily") • Prescriber name • Start date and status (active, discontinued, or as-needed) Patients click "Add medication" for each entry. All data is normalized in the patient record - structured and searchable, not buried in a free-text field.

Question 27

How does the allergies field work?

Accepted Answer

The allergies field lets patients list each allergy with structured data: • Substance or allergen name • Reaction description • Severity level - mild, moderate, severe, or life-threatening • Additional notes Data is normalized in the patient record with severity levels for clinical triage - much more actionable than a plain text "list your allergies" box.

Question 28

Can I collect medical conditions with ICD-10 codes?

Accepted Answer

Yes. The medical conditions field shows a searchable checklist of ~20 common conditions pre-mapped to ICD-10 codes, including: • Asthma, Diabetes (type 1 and 2), Hypertension, Heart Disease, High Cholesterol • Arthritis, Depression, Anxiety, GERD, Thyroid Disorders • COPD, Epilepsy, Migraines, Osteoporosis, Sleep Apnea Patients check the conditions that apply. Each tracks status (active, resolved, or chronic) and diagnosis date. Patients can also add conditions not on the list.

Question 29

How do e-signatures work?

Accepted Answer

Add a "Signature" field to your form. The patient experience is simple: • A signature pad appears where patients draw their signature with a finger (mobile) or mouse (desktop) • The signature is captured as an image, timestamped, and stored as part of the submission • Use it for consent forms, HIPAA acknowledgments, treatment authorizations, financial agreements The signature and timestamp create a clear audit trail for compliance.

Question 30

How do consent agreements work?

Accepted Answer

The consent field combines rich text and legal acceptance: • Write custom consent text with rich formatting (bold, italic, links, lists) • Patients see a required checkbox ("I agree") below the text • Optionally add a signature pad for signed consent • A full audit trail records who consented, when, from what device, and their IP address Use it for HIPAA privacy notices, treatment consent, financial responsibility, photo/video release, and any other agreement.

Question 31

Can I collect emergency contact information?

Accepted Answer

Yes. The emergency contact field captures structured data: • Contact name • Phone number • Relationship (spouse, parent, child, sibling, grandparent, friend, or other) Data is saved to the patient record and immediately accessible when needed - no searching through form PDFs.

Question 32

How do I send intake forms to patients?

Accepted Answer

Open any form and click the "Send" button in the top navigation bar. From the dialog you can: • Search for a patient and send via email (magic link) or SMS (text message) • Copy the public link to share manually • For appointment-based intake, click "Send intake forms" from the appointment detail - the patient receives an email with a magic link to all assigned forms You can also generate QR codes from the Tools section or embed forms on your website.

Question 33

What are magic links and how do they work?

Accepted Answer

Magic links are secure, one-click URLs that give patients direct access to their intake forms without any login or account creation: • Each link contains a JWT token (valid for 7 days) unique to the patient • The patient's known information is pre-filled automatically • Patient clicks the link in their email or text - the form loads immediately on any device • No login, no password, no app download required

Question 34

Can I send intake forms via text message (SMS)?

Accepted Answer

Yes. In the Send Form dialog, choose SMS and the patient receives a text with your practice name and a direct link to the form: • Messages are prefixed with your organization name (e.g. "[Harris Family Clinic] Complete your intake form before your visit") • Reliable carrier-grade delivery • Delivery status is tracked for every message - sent, delivered, or failed

Question 35

Can I generate QR codes for my waiting room?

Accepted Answer

Yes. Go to Tools > QR Code Generator: • Enter your form's public URL and generate a printable QR code • Place it on your front desk, in the waiting room, or on printed materials • Patients scan with their phone camera - the form opens instantly in their browser • No app download required

Question 36

Can I embed forms on my website?

Accepted Answer

Yes. Every published form has a public URL at formisoft.com/f/{formId}: • Embed on your website using an iframe • Or link to it directly from your site • The Tools section includes an Embed Code Generator with a ready-to-paste HTML snippet

Question 37

Can I password-protect a form?

Accepted Answer

Yes. In Form Settings, toggle "Password Protection" and enter a password: • Patients are prompted to enter the password before they can see any fields • Password is securely hashed with bcrypt • Useful for internal-only forms, staff surveys, or forms shared with specific patient groups

Question 38

Can I schedule when a form is available?

Accepted Answer

Yes. In Form Settings under Access Control, set an "Opens At" and "Closes At" date and time: • The form automatically becomes available and unavailable at those times • Outside the window, patients see a message that the form is not currently accepting responses • Useful for seasonal intake, event registration, or time-limited surveys

Question 39

Can I customize forms with my practice branding?

Accepted Answer

Yes. Go to Settings and configure your brand: • Upload your practice logo • Set your primary brand color - applied to buttons, progress bars, links, and accents • Every form, email, intake link, and review page automatically reflects your branding Patients see your practice identity throughout the entire experience - from the moment they open the form to the thank-you screen after submission.

Question 40

What does white-label mean?

Accepted Answer

White-label means the entire patient-facing experience is branded as your practice, not Formisoft: • Your logo appears on forms, emails, and review pages • Your brand color is used for all UI elements • Your practice name appears in SMS messages and email subjects • Patients never see the Formisoft brand - it looks like your own system

Question 41

Can I add custom content to my forms?

Accepted Answer

Yes. The "Copy" field type lets you add rich text content anywhere in your form: • Write instructions, section headers, legal text, or practice information • Supports markdown formatting (bold, italic, links, lists) • The consent agreement field also supports rich text for your consent language • Custom HTML headers and footers are available for additional branding

Question 42

Does branding apply to emails and SMS too?

Accepted Answer

Yes. Your brand is present across all patient communications: • Emails include your practice logo and name • SMS messages are prefixed with your organization name in brackets (e.g. "[Your Practice Name]") • The review page patients see after a visit shows your branding

Question 43

Does Formisoft include patient management?

Accepted Answer

Yes. Every patient gets a complete profile with: • Demographics - name, DOB, gender, email, phone, address • Insurance information - primary and secondary coverage • Medical data - medications, allergies, conditions (ICD-10), emergency contacts • Documents - uploaded insurance cards, IDs, referral letters, lab results • History - all form submissions, appointments, and communications When Patient Mode is enabled on a form, submissions automatically create or update patient records - no manual data entry.

Question 44

How does Patient Mode work on forms?

Accepted Answer

In Form Settings, set Patient Mode to "New Patient - Auto-create patient record": • A field mapping panel appears where you map form field tags to patient record fields (firstName, lastName, email, dateOfBirth, etc.) • When a patient submits the form, Formisoft automatically creates a new patient record with all mapped data • For existing patients, use "Existing Patient" mode with appointment-based intake - submissions update their existing record

Question 45

Can I import existing patients from a CSV?

Accepted Answer

Yes. Go to your Patients page and use the import feature: • Upload a CSV with up to 500 patients at a time • Map your CSV columns to Formisoft fields (name, DOB, email, phone, address, etc.) • Patients are created in bulk with all your data preserved • You can also export your entire patient list to CSV at any time

Question 46

Can I assign patient IDs automatically?

Accepted Answer

Yes. In Settings, enable auto-generation of patient IDs: • Every new patient automatically receives a unique clinic-assigned ID • You can also enter external IDs or MRN (Medical Record Numbers) manually • Link patients across your existing systems using external identifiers

Question 47

How do I search and filter patients?

Accepted Answer

The Patients page has a search bar and filter options: • Search by first name, last name, email, or phone number (case-insensitive) • Filter by status: active, inactive, or archived • Results are paginated (25 per page) with total count displayed • Click any patient to see their full profile with medical data, documents, and history

Question 48

Can I store documents for each patient?

Accepted Answer

Yes. Each patient profile has a documents section: • Upload files up to 50MB - PDFs, images (JPG, PNG, GIF), and Word documents • Use it for insurance cards, photo IDs, referral letters, lab results, signed consent forms • Files are stored securely with pre-signed access URLs • Upload timestamps and uploader attribution are tracked for audit purposes

Question 49

Does Formisoft support appointment scheduling?

Accepted Answer

Yes. Create and manage appointments from your Appointments page with: • Date, time, and duration (15, 30, 45, 60, or 90 minutes) • Provider assignment and appointment type (new patient, follow-up, consultation, annual exam, or urgent) • Linked intake forms - attach one or more forms to any appointment • Status tracking through the full lifecycle: scheduled → confirmed → checked-in → in-progress → completed (or cancelled/no-show) Status changes trigger automated workflows like post-visit review requests and no-show follow-ups.

Question 50

Can patients book appointments through my forms?

Accepted Answer

Yes. Add an "Appointment Booking" field using the slash command menu. In the field's settings (gear icon), configure: • Visit duration (15, 30, 45, 60, or 90 minutes) • Visit type (new patient, follow-up, consultation, annual exam, or urgent) • Provider assignment mode - any available, let patient choose, or specific providers Patients see a real-time calendar with available slots based on your schedule. They pick a date and time, and the appointment is created when they submit the form.

Question 51

How does the availability calendar work?

Accepted Answer

Go to Appointments > Preferences to set up your schedule: • Configure operating hours for each day of the week (e.g. Monday–Friday 9am–5pm) • Add provider-specific schedules if providers have different availability • Create overrides for holidays, closures, or special hours (full day or time-specific) • The system automatically calculates available slots based on duration and prevents double-booking

Question 52

How do I send intake forms for an appointment?

Accepted Answer

Open any appointment and click "Send intake forms": • Formisoft generates a magic link (JWT token, valid 7 days) with the patient's context • The email includes your practice branding, the provider name, and links to all assigned forms • Intake status updates to "sent" - track whether it's not sent, sent, partially completed, or completed • Patient's known information is pre-filled in the forms

Question 53

Can I link multiple forms to a single appointment?

Accepted Answer

Yes. When creating or editing an appointment, attach any number of intake forms: • The patient receives all assigned forms as a bundle when you send the intake link • Track completion status per form - see which are done and which are still pending • Review all completed forms before the patient arrives

Question 54

What appointment statuses are available?

Accepted Answer

Seven statuses that map to the appointment lifecycle: • Scheduled - initial state when appointment is created • Confirmed - patient confirmed attendance • Checked-in - patient arrived at the office • In-progress - patient is with the provider • Completed - visit finished (triggers post-visit review request) • Cancelled - with reason and timestamp • No-show - patient didn't arrive (triggers no-show follow-up)

Question 55

Does Formisoft have a calendar view for appointments?

Accepted Answer

Yes. Your Appointments page includes a full visual calendar with four views: • Week view - 7-column grid with hourly rows, appointments displayed as color-coded blocks positioned by time and duration, with a red line showing the current time • Day view - single-day timeline, or side-by-side provider columns when you have multiple providers so you can compare schedules at a glance • Month view - traditional month grid with appointment previews in each day cell, click any day to drill into the day view • Agenda view - clean list grouped by date with provider color dots, status badges, and patient names - also the automatic view on mobile devices Navigate with prev/next buttons or jump to today. Filter by provider using the dropdown in the header. Overlapping appointments are handled automatically with split-column layouts.

Question 56

Can I set up split schedules with multiple time blocks per day?

Accepted Answer

Yes. In Appointment Preferences, each day supports multiple time blocks. This is perfect for practices with non-continuous hours: • Example: 8:00 AM–10:00 AM (morning block), 11:00 AM–5:00 PM (main hours), 7:00 PM–9:00 PM (evening hours) • Click “Add block” under any day to add another time range • Each block has its own start and end time • Blocks are validated to prevent overlaps • Available time slots shown to patients automatically respect all blocks - gaps between blocks are not bookable Split schedules work for both organization-wide defaults and individual provider schedules.

Question 57

Can each provider have their own schedule and calendar?

Accepted Answer

Yes. Formisoft supports full multi-provider scheduling: • Each provider (admin or provider role) can have their own working hours, time blocks, and blocked dates • Provider schedules are set in Appointment Preferences using the “Schedule For” dropdown • If a provider doesn’t have a custom schedule, they inherit the organization default • The calendar day view shows side-by-side columns for each provider with color-coded appointments • Filter the calendar by provider to focus on one schedule at a time Each provider is assigned a distinct color that stays consistent across all calendar views.

Question 58

Can patients choose their provider when booking through a form?

Accepted Answer

Yes. The appointment booking field in your intake forms supports three provider modes: • Any available - uses the organization schedule, no provider picker shown to patients • Let patient choose - patients see a list of all providers and pick who they want to see, then available slots are shown based on that provider’s schedule • Specific providers - you select which providers are bookable for this form (e.g. only Dr. Smith and Dr. Jones) This is configured per form field, so you can have different booking forms with different provider options - one for new patients (any provider) and one for follow-ups (let patient choose their existing provider).

Question 59

Does Formisoft include video visits (telehealth)?

Accepted Answer

Yes. **Formisoft Telehealth** is available as a **$49.99/mo add-on** on **Front Desk** or **Autopilot** (scheduling required). You get secure browser-based video visits with patient join links in confirmations and reminders, no Zoom subscription required. • Enable the add-on in Settings → Telehealth or Subscription, then mark appointments as video visits • Schedule from your calendar or online booking; toggle visit mode when you create the appointment • Patients receive a secure join link in confirmation and reminder emails and texts • Staff start the call from the appointment in your dashboard; patients open one link in their browser • Attach intake and telehealth consent forms so paperwork is done before the call During your Front Desk trial you can use scheduling. Formisoft Telehealth is a paid add-on when you subscribe to Front Desk or Autopilot. You can also connect external video tools (Zoom, Doxy.me, etc.) via Zapier, Keragon, or the REST API if needed.

Question 60

What is Formisoft Telehealth?

Accepted Answer

Formisoft Telehealth is Formisoft’s HIPAA video visit add-on (**$49.99/mo** on **Front Desk** or **Autopilot**). It connects scheduling, intake, reminders, and browser-based video in one platform, no separate video app to manage. • Add the telehealth add-on from Settings, then switch any appointment to Formisoft Telehealth • Unique patient join links per visit, included in SMS and email reminders • Staff join from the appointment page with patient context already loaded • Works with online booking, workflow automations, and telehealth consent templates • No patient app download, works on phone, tablet, or desktop Requires a paid Front Desk or Autopilot subscription (scheduling). Intake ($49.99/mo) is forms-only and does not include scheduling or telehealth. Subscribe to Front Desk or Autopilot, then add the telehealth add-on.

Question 61

How much does Formisoft Telehealth cost?

Accepted Answer

**$49.99/mo** as an optional add-on on **Front Desk** or **Autopilot**. • Front Desk ($149.99/mo) or Autopilot ($349.99/mo) includes scheduling, reminders, and online booking, the foundation for video visits • Add Formisoft Telehealth from **Settings → Telehealth** or **Subscription**; billing is prorated through Stripe • Annual billing follows the same two-months-free pattern as other Formisoft add-ons • Remove the add-on anytime from Subscription settings; in-person scheduling is unaffected Intake ($49.99/mo) is forms-only and does not include scheduling or telehealth. Subscribe to Front Desk or Autopilot, then add the telehealth add-on.

Question 62

How do patients join a Formisoft Telehealth visit?

Accepted Answer

Patients receive a Formisoft Telehealth link automatically when the appointment is confirmed or reminded: • Confirmation email includes a **Join Formisoft Telehealth** button when the visit is virtual • SMS and email reminders can include the same link alongside intake form links • Staff can copy the patient link from the appointment detail page at any time • Calendar (.ics) invites note that the visit is a Formisoft Telehealth session Patients do not need a Formisoft account, they open the link in their browser at the scheduled time. Telehealth must be enabled on your account ($49.99/mo add-on on Front Desk or Autopilot).

Question 63

Can I collect consent and payments for Formisoft Telehealth visits?

Accepted Answer

Yes. Virtual visits use the same intake and payment workflow as in-person care, everything can be completed before the call: • Telehealth consent - add a consent agreement field to your intake form with your telehealth-specific consent language (risks, limitations, recording policy, state licensure). Patients read, check “I agree,” and optionally sign with an e-signature • HIPAA acknowledgment - include your HIPAA notice as a separate consent field on the same form • Payment collection - add a payment field to collect the consultation fee or deposit during intake. Payment is processed before the visit, so there’s no awkward billing moment during or after the call • Insurance verification - use the insurance capture field to collect carrier, policy number, group number, and subscriber details. Optionally add a photo upload field for insurance card images • All of this happens in one patient-facing flow - the patient receives a single magic link, completes everything in 5–10 minutes, and the provider has a complete record before the call

Question 64

What automated workflows does Formisoft offer?

Accepted Answer

Five built-in workflow types run on autopilot before you connect anything else: • Appointment Reminders - sent 24 hours before a visit (customizable) • Intake Form Reminders - nudge patients 48 hours before if forms aren't completed • Post-Visit Review Requests - sent 2 hours after appointment completion • New Patient Welcome - sent 5 minutes after a patient record is created • No-Show Follow-ups - sent 1 hour after a no-show If a downstream handoff saves work, webhooks, REST API, and Zapier can notify your team, update a sheet, trigger billing, or route data to another system.

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