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)

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.

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.

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.

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).

Yes. **Formisoft Telehealth** is available as a **$49.99/mo add-on** on **Standard** or **Pro** (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

Starter and trial accounts include intake and forms only—upgrade to Standard, add the telehealth add-on, then enable video visits. You can also connect external video tools (Zoom, Doxy.me, etc.) via Zapier, Keragon, or the REST API if needed.

Formisoft Telehealth is Formisoft’s HIPAA video visit add-on (**$49.99/mo** on **Standard** or **Pro**). 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 an active Standard or Pro subscription (scheduling). Not available on Starter or during the Starter trial.

**$49.99/mo** as an optional add-on on **Standard** or **Pro**.

• Standard ($149.99/mo) or Pro ($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

Starter ($49.99/mo) and the 14-day Starter trial do not include scheduling or telehealth. Upgrade to Standard first, then add the telehealth add-on.

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 Standard or Pro).

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