formisoft

Step 3 of 4 · Trigger next steps

Know who needs attention today.

Tags flag new patients, incomplete intake, overdue visits, and missing insurance, so your team can act before the visit.

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The patient list with tags like New patient and Intake incomplete

Tags that update themselves

Built from live patient, visit, and intake data.

Intake sent on booking

Each visit type sends its own forms automatically.

Coverage checked early

Run an eligibility check from the chart, $0.50 on Front Desk.

How it works

  1. 01Turn on system tagsBuilt-in tags cover new patients, intake gaps, overdue visits, and missing insurance.
  2. 02Attach forms to visit typesThe right intake goes out when a visit is booked.
  3. 03Act on what's flaggedOpen the patient to send a form, book a visit, or check coverage.

What's included

Questions

They read live patient data such as last visit, upcoming appointments, intake status, and insurance. Tags update on their own, so the list stays current.

Yes. Create tags in Settings and add them to any patient alongside the system tags.

Trigger next steps decides who needs action. Remind & respond sends the messages around each visit and collects the replies.

Next step

Remind & respond: Reminders that bring patients in ready.

Catch gaps before the visit.

Patient tags and insurance checks come with Front Desk at $149.99/mo.

Cancel anytime · BAA included

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