Can Formisoft be used for telemedicine and virtual visits?
Yes. While Formisoft does not include a built-in video calling feature, it integrates seamlessly with third-party telemedicine platforms to power the entire virtual visit workflow end to end. Here’s how practices set it up:
- Schedule the telehealth visit in Formisoft - create the appointment with date, time, provider, and visit type, then attach your intake forms just like an in-person visit
- Collect intake before the call - send the patient a magic link to complete their intake forms, consent, insurance capture, and payment from home before the appointment
- Connect your video platform - use a webhook or Zapier/Make integration to automatically create a video room on your telemedicine platform (Zoom for Healthcare, Doxy.me, Google Meet, Microsoft Teams, SimplePractice Telehealth, or any HIPAA-compliant video tool) when an appointment is created
- Send the video link to the patient - include the meeting URL in the appointment confirmation email or in a custom workflow message sent before the visit
- Conduct the visit on your video platform - the provider has the patient’s completed intake forms, medical history, insurance details, and signed consent already in Formisoft before the call starts
- After the visit - mark the appointment as completed in Formisoft and all post-visit workflows trigger automatically: review request, follow-up messages, and webhook events to sync data back to your EHR