Can I collect consent and payments for telehealth visits?

Yes. This is one of the biggest advantages of using Formisoft for telehealth - everything is handled before the call starts:

  • 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

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