Smart tags find lapsed patients, intake gaps, no-show risk, missing insurance, and review opportunities. Campaigns and flows run the next step without spreadsheets or manual lists.
When a patient books an appointment
One flow handles intake, insurance, and reminders.
Patient books
Online or at the front desk
Intake goes out
Forms and insurance card photos
Verify insurance
Coverage checked on the card they uploaded
Visit reminder
SMS or email before the appointment
Patient is ready
Intake complete before they walk in
Runs automatically: verify coverage and nudge patients before they arrive
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
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 →Ready-made automations that connect the capabilities above. Open a playbook and adapt it in Formisoft Flow.
Smart tags find lapsed patients, intake gaps, no-show risk, missing insurance, and review opportunities. Campaigns and flows run the next step without spreadsheets or manual lists.
