Online Appointment Booking
Patient self-scheduling 24/7, with intake, payments, and reminders built in
Learn about Online Appointment BookingGet booked
Explore Get bookedInvite providers and staff, assign roles, and connect calendars to the right people. Scheduling, intake access, and permissions stay aligned as the practice grows.
Team · 4 members
JS
Dr. Jane SmithMJ
Dr. Mike JohnsonSK
Sarah KimDP
David Park+ Invite team member
How it works
Invite Team Members
Send email invitations to providers, staff, and administrators. Each person creates their account and is automatically added to your organization.
Assign Roles
Choose from four built-in roles: admin, provider, staff, or patient. Each role has purpose-built permissions that control what they can see and do.
Configure Provider Settings
Set up each provider's availability schedule, form assignments, and notification preferences individually. No two providers need the same setup.
Billing Adjusts Automatically
Seat-based billing updates automatically when you add or remove team members. No manual plan changes or support tickets required.
More in Get booked
Other tools that work with Team Management in the same step.
Practice Calendar
Staff scheduling, day/week views, availability, and visit status in one calendar
Learn about Practice Calendar
Connected on Formisoft
Team Management 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 Team Management in your practice
Connect this action to the patient journey without adding more front-desk work.
