What automated workflows does Formisoft offer?
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.
Get every patient ready before the visit.
Start with Intake, then add booking, reminders, and payments when you need them.
Cancel anytime · BAA included