Your patient intake flow

Patients ready.
Care on schedule.

One HIPAA-ready front desk workflow for booking, intake, copays, reminders, and follow-up.

Get startedSee how it works

What Formisoft handles

  1. 1Get bookedGet patients booked without the phone tag
  2. 2Get preparedGet patients prepared before the visit
  3. 3Trigger next stepsKnow who needs action, then run the follow-up
  4. 4Remind & respondRemind patients and respond from one place
  5. 5Follow upFollow up after every visit

Trigger next steps

Know who needs action, then run the follow-up

  • Smart tags that update from live patient data
  • Visual flows on bookings, forms, and tag changes
Learn about Trigger next steps
Formisoft Flow · Pre-visit automation

When a patient books an appointment

One flow handles intake, insurance, and reminders.

Autopilot

  1. Patient books

    Online or at the front desk

  2. Intake goes out

    Forms and insurance card photos

  3. Verify insurance

    Coverage checked on the card they uploaded

  4. Visit reminder

    SMS or email before the appointment

  5. Patient is ready

    Intake complete before they walk in

Runs automatically: verify coverage and nudge patients before they arrive

See how Formisoft prepares patients for their visit

Booking, intake, payments, reminders, reviews, and recall, one patient journey.

Get startedBook a demo