SMS & Email

Formisoft integrates with Twilio for SMS delivery:

• Messages are prefixed with your organization name (e.g., "[Harris Clinic]")
• Every SMS is tracked with delivery status — queued, sent, delivered, or failed
• Twilio sends real-time status callbacks that Formisoft tracks automatically
• Full message log with timestamps, recipients, and Twilio SID for troubleshooting

SMS is available across the entire platform:

• Intake form links (magic links or public links)
• Appointment reminders
• Intake completion reminders
• Post-visit review requests
• No-show follow-ups
• New patient welcome messages
• Custom messages to individual patients or in bulk

Yes. Send messages to multiple patients at once:

• Each message is personalized with the patient's name and relevant details using template variables
• Messages are sent individually (not as a group text)
• Your organization name is the prefix on every message
• Delivery status is tracked per recipient

Formisoft sends emails for all major patient and team interactions:

• Magic-link intake emails — patient clicks to access forms
• Appointment confirmations
• Intake reminders — nudge to complete pending forms
• Post-visit review requests
• New patient welcome messages and no-show follow-ups
• Form submission alerts — notifies your team when a patient submits
• Team member invitations and account verification

All emails are sent via Resend for reliable delivery and include your practice branding.

Yes. Every outgoing message is logged with:

• Recipient info and channel (email or SMS)
• Delivery status and timestamp
• Error details if delivery failed
• For SMS, Twilio status callbacks (queued → sent → delivered or failed)

You have a complete audit trail of all patient communications.