Reminders & automation

Formisoft runs the important follow-up automatically. There is no visual workflow builder to set up. What runs on its own:

• Intake forms sent at booking, for visit types that have forms attached (Front Desk)
• Intake form reminders: 48 hours before the visit, only if forms are not done (every plan, by email)
• Appointment reminders: 24 hours before the visit, by SMS or email (Front Desk)
• Confirmation messages when a visit is booked (Front Desk)
• New patient welcome: 5 minutes after a patient is added (Front Desk)
• No-show follow-up: 1 hour after a visit is marked no-show (Front Desk)

Turn each reminder on or off in Settings > Reminders. On Front Desk, webhooks, REST API, Zapier, and Keragon can pass events to other systems.

Go to Settings > Reminders:

• Each reminder has its own on/off switch
• Each one shows what it sends and when, for example 48 hours before the visit

Intake includes the intake reminder email. Front Desk adds appointment reminders, the welcome message, and the no-show follow-up.

On Front Desk, when the appointment reminder is on, Formisoft sends one before every upcoming appointment:

• Sent 24 hours before the visit
• Sent by SMS or email
• Includes the patient's name, appointment date and time, and your practice name

No manual action needed. Pending forms get their own intake reminder 48 hours before the visit.

If a patient hasn't completed their intake forms, Formisoft sends an automatic reminder:

• Sent 48 hours before the appointment
• Includes a magic link that takes the patient directly to their pending forms
• Only sent if forms are still pending. Patients who already finished intake are not reminded
• Included on every plan, by email

Your dashboard shows who is still not ready for today and tomorrow, with a one-tap Remind if you want to nudge them yourself.

On Front Desk, when an appointment is marked as "no-show":

• A follow-up message is sent automatically 1 hour later
• Sent by email or SMS
• It says you missed them and invites them to pick a new time

The tone is caring, not punitive. Turn it on or off in Settings > Reminders.

On Front Desk, when a new patient record is created (manually or via form submission):

• A short welcome message is sent 5 minutes later
• It welcomes the patient to your practice and invites questions before the visit
• Turn it on or off in Settings > Reminders

The built-in reminders use fixed, plain wording, so there is no template editor to maintain. Each message fills in:

• The patient's first name
• Your practice name
• The appointment date and time
• A magic link to pending forms (intake reminders)

For anything else, write your own message from the patient inbox on Front Desk, where you can keep saved replies.

Not inside Formisoft: there is no workflow builder or custom trigger setup. On Front Desk, webhooks, REST API, Zapier, and Keragon can hand events to other tools:

• Send selected patient data to another system
• Send a Slack notification when an intake form is submitted
• Create a task in your project management tool when a submission is flagged
• Sync appointment data to Google Calendar
• Trigger a billing workflow when a payment is collected

This is optional. Booking, intake, reminders, and payments run inside Formisoft without an EHR integration.

Reminders run on a scheduled engine with built-in safeguards:

• Idempotency keys prevent duplicate sends
• Failed sends are retried automatically
• Every execution is logged with status (pending, completed, or failed)
• Full error details available for troubleshooting