How do intake reminders work?

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.

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included