Appointments & Scheduling

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.

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.

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

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

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

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)