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)

Every appointment shows its readiness: a visit is ready when all the forms attached to it are submitted.

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

For visit types with forms attached, forms are sent automatically when the visit is booked. If they are still not done 48 hours before the visit, an intake reminder goes out.

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

The visit shows as ready once every attached form is submitted.

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
• Cancelled: with reason and timestamp
• No-show: patient didn't arrive (sends a no-show follow-up if that reminder is on)

Yes. Your Appointments page includes a full visual calendar with four views:

• Week: hourly grid with color-coded appointments
• Day: one timeline, or side-by-side columns per provider
• Month: the whole month, click a day to open it
• Agenda: a list by date, the default on phones

Each visit shows whether its forms are done. Filter by provider from the header.

Yes. In Appointment Preferences, each day supports multiple time blocks.:

• 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
• Blocks are validated to prevent overlaps
• Available time slots shown to patients automatically respect all blocks, and 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).