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.
How this works in FormisoftRelated terms
- Copay CollectionThe 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.
- Payment LinkA 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.
- Intake FormA form completed by patients before a healthcare visit to provide demographic information (name, address, phone), insurance details, medical history (conditions, medications, allergies), and consent signatures. Digital intake forms replace paper clipboards and enable pre-visit data collection via email or text message links.
Get every patient ready before the visit.
Start with Intake, then add booking, reminders, and payments when you need them.
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