Patient Management
Automatic patient records from every form submission
Learn about Patient ManagementGet prepared
Explore Get preparedWhen intake captures insurance, Formisoft Flow can run eligibility before the visit. Billing sees verified or failed status on the chart instead of payer portal work at check-in.
Formisoft Flow · Insurance verification
Insurance Verification playbook
Intake submitted→Verify insurance→Update chart
Sarah JohnsonVerified
Aetna PPO · Copay $25 · Active coverage
Branches to billing alert if verification fails
How it works in Formisoft Flow
Collect insurance during intake
Patients enter carrier, member ID, group number, and card photos through your intake form. Data maps to the patient chart automatically with no re-typing at the front desk.
Formisoft Flow triggers on new coverage
Turn on the Insurance Verification playbook or add a Verify insurance step to any flow. A common trigger is Insurance needs verification, which fires when new coverage lands on the chart.
Real-time eligibility check runs
Formisoft checks coverage with the payer using your practice NPI and the patient's member ID and date of birth. Results return in seconds, not hours on hold with a payer.
Chart updates with coverage status
The patient record shows verified, failed, or pending. Staff see plan name and copay or deductible details when returned. Every check is logged for your team.
Branch the flow on status
Use If / else steps on insurance status (verified, failed, pending, or unknown) to notify billing, tag the patient, or continue pre-visit reminders.
More in Get prepared
Other tools that work with Insurance Verification in the same step.
E-Signatures
Electronic signatures with complete forensic audit trails
Learn about E-SignaturesCustom Patient Fields
Optional chart fields, sync from intake forms when you need them
Learn about Custom Patient FieldsOnline Payments
Collect payments directly through your intake forms
Learn about Online Payments
Connected on Formisoft
Insurance Verification works with the rest of your front office
Schedule, patient intake, onboard and message patients by SMS and email, visit, and grow, connected in one HIPAA-ready product.
Try Insurance Verification in your practice
Connect this action to the patient journey without adding more front-desk work.
