Workflow Automation
Predefined sequences of actions triggered by events. For example, when a patient books an appointment, the system automatically sends a confirmation, schedules a reminder for 24 hours before, emails an intake link, and queues a post-visit follow-up. Workflows eliminate manual follow-up and ensure no patient falls through the cracks.
How this works in FormisoftRelated terms
- Appointment ReminderAn automated SMS or email sent to a patient before their scheduled appointment, typically 24 or 48 hours in advance. Reminders reduce no-show rates by keeping the appointment top of mind and giving patients a chance to confirm or reschedule. Most platforms allow customizable timing and message templates.
- Review RequestAn automated message sent to patients after their visit asking them to rate their experience. The request typically includes a link to a short satisfaction survey or a public review site.
- No-Show Follow-UpAn automated message sent to patients who missed their appointment, encouraging them to reschedule. Typically sent within hours of the missed visit via SMS or email. Follow-ups re-engage patients who forgot rather than letting them fall off the schedule entirely.
Get every patient ready before the visit.
Start with Intake, then add booking, reminders, and payments when you need them.
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