Confirmations, intake nudges, reminders, and no-show follow-ups tied to each appointment. Messages use live visit details, not generic blasts from a personal phone.
SMS & Email Communications
Onboard, confirm, nudge, and remind, HIPAA patient SMS and email, tied to each visit
Onboard, confirm, nudge, and remind, HIPAA SMS and email tied to appointments and intake, not a personal phone or blast tool.
Your appointment is tomorrow at 10:00 AM
Please complete your intake form
How was your visit with Dr. Smith?
How it works
Choose Your Workflows
Enable one or more of the five built-in workflows: appointment reminders, intake reminders, post-visit reviews, welcome messages, and no-show follow-ups.
Customize Templates
Edit the message templates for each workflow. Use template variables like patient name, appointment date, provider name, and practice details for personalization.
Set Timing and Channels
Configure when each notification fires (e.g. 24 hours before appointment) and whether it goes by email, SMS, or both.
Workflows Run Automatically
Once configured, workflows trigger automatically based on events, new appointments, upcoming visits, missed appointments, and completed visits.
Connected on Formisoft
SMS & Email Communications 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.
Practice Calendar
Reminders fire from appointment dates, intake nudges, confirmations, and no-show follow-ups run automatically.
Learn about Practice CalendarOnline Appointment Booking
Self-scheduled patients get instant confirmation email and SMS with everything they need before the visit.
Learn about Online Appointment BookingFormisoft Telehealth
Telehealth reminders include the secure Formisoft Telehealth join link alongside intake form links.
Learn about Formisoft TelehealthBuilt for real practices
What practices get with sms & email communications, included from day one.
Appointment Reminders
Automatic email and SMS reminders at configurable intervals before appointments. Reduce no-shows without lifting a finger.
Intake Form Reminders
Nudge patients who haven't completed their intake forms. Configurable timing ensures forms are done before the visit.
Post-Visit Review Requests
Automatically ask patients for reviews after their visit. High ratings are directed to Google Reviews; lower ratings go to private feedback.
Welcome Messages
Greet new patients with a personalized welcome message after their first form submission. Set the tone for a great patient experience.
FAQ
What are the five automated workflows?
Appointment reminders (before visits), intake form reminders (for incomplete forms), post-visit review requests, welcome messages (for new patients), and no-show follow-ups (for missed appointments).
Can I customize the notification templates?
Yes. Every workflow has editable email and SMS templates. Use template variables like {{patientName}}, {{appointmentDate}}, {{providerName}}, and {{practiceName}} to personalize messages automatically.
Does Formisoft support both email and SMS?
Yes. Each workflow can send notifications via email, SMS, or both. SMS is delivered reliably to any phone number.
How do post-visit review requests work?
After a visit, patients receive a message asking them to rate their experience. Patients who give high ratings (4-5 stars) are directed to leave a Google Review. Patients who give lower ratings are routed to private feedback so you can address concerns directly.
Try SMS & Email Communications in your practice
Connect intake, scheduling, outreach, and payments without juggling separate tools.
