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Patient prep and recall without the front-desk chase.

Explore the platform
  • Get booked

    Get patients booked without the phone tag

  • Get prepared

    Get patients prepared before the visit

  • Trigger next steps

    Know who needs action, then run the follow-up

  • Remind & respond

    Remind patients and respond from one place

  • Follow up

    Follow up after every visit

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Specialties

Mental HealthDentalOptometryDermatologyMed SpasWeight LossPhysical TherapyPediatrics
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GlossaryPayment Link

Payment Link

Payments

A URL sent to a patient via SMS or email that directs them to a secure payment page to pay an outstanding balance, copay, or invoice. Payment links eliminate the need for in-office payment processing and allow patients to pay at their convenience from any device.

Related terms

Copay Collection

The process of collecting a patient's insurance copayment before or during their visit. Digital copay collection embeds a payment field directly in the intake form so patients pay online before they arrive. This eliminates front-desk payment processing and reduces outstanding balances.

Pre-Visit Payment

Collecting payment from a patient before they arrive for their appointment, typically during the intake process. A payment field is embedded in the pre-visit form so patients submit their copay or balance alongside their medical information. This eliminates checkout lines and reduces accounts receivable.

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formisoft

The agentic front desk for healthcare. Get patients ready and keep care on schedule without adding more front-desk work.

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Platform

  • Platform overview
  • All features
  • Get booked
  • Get prepared
  • Trigger next steps
  • Remind & respond
  • Follow up

Features

  • Patient Intake
  • Formisoft Telehealth
  • Online Booking
  • Online Payments
  • SMS & Email
  • Flows & Automation
  • AI Form Builder
  • Form Templates
  • Upload PDF Forms
  • Use Cases
  • Pricing
  • Security & HIPAA

Resources

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Compare

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  • vs IntakeQ
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  • vs NexHealth
  • vs SimplePractice
  • vs Phreesia

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