What automated workflows does Formisoft offer?

Five built-in workflow types that run on autopilot, plus unlimited custom automations via integrations:

  • Appointment Reminders - sent 24 hours before a visit (customizable)
  • Intake Form Reminders - nudge patients 48 hours before if forms aren't completed
  • Post-Visit Review Requests - sent 2 hours after appointment completion
  • New Patient Welcome - sent 5 minutes after a patient record is created
  • No-Show Follow-ups - sent 1 hour after a no-show

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