Smart tags find lapsed patients, intake gaps, and no-show risk. Campaigns reach the right segment. Visual flows react to bookings and form events — without spreadsheets or manual lists.
Pre-visit intake
Runs on every new booking
Formisoft Automate connects patient records, appointments, and intake status to tags, flows, and campaigns. Your team sets the rules once; outreach runs on the schedule you define.
Smart tags and system rules segment by visit history, intake status, insurance, and clinical criteria. Preview match counts before you act — lists refresh as data changes, no spreadsheets.
When a visit is booked, a form is submitted, or a tag turns on, Formisoft runs your sequence — SMS, email, wait steps, and intake links.
Pre-visit intake
Runs on every new booking
One-off blasts to any tag or segment. Preview who will receive the message before you send.
Hygiene recall
Start from templates or build rules for recall, intake gaps, and visit types.
Attach automation to bookings, submissions, or tag changes.
See sends, clicks, and bookings tied back to each play.
Rules flag lapsed patients, incomplete intake, no-show risk, and custom cohorts
Learn about Smart Patient Tags →
Reach any tag or segment — preview the audience before you send
Learn about SMS & Email Campaigns →
Trigger outreach on bookings, form submissions, and tag changes
Learn about Visual Automation Flows →
Pre-built automations for booking, intake, recall, and more
Learn about Workflow Playbooks →
Intake, real-time eligibility check, and billing alerts in one flow
Learn about Insurance Verification →
Real-time eligibility checks inside Formisoft Flow on Pro
Learn about Insurance Verification →
Magic-link intake by SMS and email when appointments are scheduled
Learn about Pre-Visit Intake Automation →
Booking confirmation plus intake in one automated flow
Learn about New Patient Online Booking →
Smart tags evaluate live patient data — last visit, upcoming appointments, intake completion, insurance, and custom fields. System presets cover lapsed recall, no-show risk, and incomplete intake. Tags update automatically so segments stay current.
Automate is proactive outreach — tags, flows, and campaigns you design. Communicate is patient messaging tied to each visit — confirmations, reminders, and inbox replies.
No. Workflow playbooks cover common scenarios like pre-visit intake, booking confirmations, and recall. Customize or run them as-is.
Scheduling, patient intake, outreach, and reviews in one platform, one login.
Get started