formisoft
Communicate

Onboard, message, and remind in one place

HIPAA patient communications across the whole journey: welcome new patients, confirm bookings by SMS and email, nudge intake until it's done, send appointment reminders with the right links, and follow up after no-shows. Not a separate texting app.

Onboard
Welcome new patients
SMS +
Email at every step
5
Automated touchpoints
Try FormisoftNext: Visit
Onboard · Message · Remind
New patientSMS

Welcome to Riverside Family Medicine, Sarah!

On bookingSMS + Email

Appointment confirmed, Thu Mar 6, 2:00 PM

3 days beforeSMS

Please finish your intake forms →

24 hours beforeEmail

Tomorrow 2:00 PM · Dr. Smith · Parking & prep

Why practices switch

Formisoft is your patient communication layer, onboarding, transactional messages, and reminders in one HIPAA-ready system. Messages pull live appointment, provider, intake, and telehealth data so patients get the right link at the right time.

  • Welcome messages when patients join your practice
  • Booking confirmations with visit details by SMS and email
  • Intake nudges and appointment reminders tied to each visit

In the product

Onboard new patients with welcome messages

When someone joins your practice or completes their first form, Formisoft sends a personalized welcome by SMS and/or email, your tone, your practice name, and a clear next step. Set expectations before the first visit instead of a silent chart entry.

New patient welcome
SJ
Sarah Johnson
New patient · chart created

Welcome to Riverside Family Medicine, Sarah! We're glad you chose us. Your portal is ready, complete intake before your first visit anytime.

SMS sentEmail sent
Triggered when a patient is added or completes their first form

Confirm every booking: SMS and email

The moment an appointment is created, patients get a confirmation with provider, date, time, and location by SMS, email, or both. Staff get the same visibility. No more retyping details from a calendar invite into a personal text thread.

Booking confirmation
Appointment booked
Thu Mar 6 · 2:00 PM · Dr. Smith
Instant send
SMS

Confirmed: Thu Mar 6 at 2:00 PM with Dr. Smith at Riverside Family Medicine.

Delivered
Email

Calendar invite + visit details + intake link attached.

Delivered

Visit reminders and intake nudges

Intake reminders nudge patients who haven't finished their packet. Appointment reminders go out on your schedule with intake links, prep instructions, or the Formisoft Telehealth join URL. No-show follow-ups invite rescheduling, all from the same templates and timeline.

Reminders & nudges
Intake status2 of 4 forms pending
3 days beforeSMS

Please finish your intake forms before Thursday →

24 hours beforeSMS + Email

Tomorrow 2:00 PM · Dr. Smith · Parking & prep

TelehealthIncluded

Join link: formisoft.com/join/…

Voice AI when patients don't reply

For patients who ignore SMS and email, Formisoft Voice AI can place outbound confirmation calls so your team stays off the phone (included with Plus).

Learn about AI Virtual Receptionist
AI Virtual Receptionist
Sarah Johnson
AI call in progress · 0:42
Live Transcript
AI

Hi Sarah, this is Formisoft calling on behalf of Harris Family Clinic. You have an appointment on Thursday at 2:00 PM with Dr. Smith. Would you like to confirm?

Yes, I can make it. Confirmed!

SJ
Appointment Confirmed
Thu, Mar 6 at 2:00 PM · Dr. Smith

How it works

  1. Welcome new patients

    Automated welcome messages when a patient is added or submits their first form, onboarding that feels personal, not generic.

  2. Confirm bookings instantly

    Every new appointment triggers SMS and/or email with visit details. Patients and staff share the same source of truth.

  3. Nudge intake, then send visit reminders

    Separate workflows for incomplete forms and upcoming appointments, each with your templates, timing, and magic links.

  4. Recover no-shows and hand off to Grow

    Missed appointments get follow-up messages. Completed visits trigger review requests in the next platform step.

What's included

SMS & Email Communications

Onboard, confirm, nudge, and remind, HIPAA patient SMS and email, tied to each visit

Learn about SMS & Email Communications →

AI Virtual Receptionist

Your front desk, automated. AI calls patients to confirm, reschedule, or cancel appointments.

Learn about AI Virtual Receptionist →

Pre-Visit Intake Automation

Magic-link intake by SMS and email when appointments are scheduled

Learn about Pre-Visit Intake Automation →

New Patient Online Booking

Booking confirmation plus intake and payment in one automated flow

Learn about New Patient Online Booking →

FAQ

Is Communicate only appointment reminders?

No. It covers the full patient communication journey: new-patient welcome, booking confirmations, intake nudges, appointment reminders, no-show follow-ups, and post-visit review requests, all HIPAA-ready SMS and email triggered by appointments and form status in Formisoft.

Does Formisoft include both SMS and email?

Yes. Every workflow can send SMS, email, or both. You edit templates per channel and set timing per visit type.

How does onboarding work?

Enable the new-patient welcome workflow. When a patient record is created or someone completes their first intake, they receive your welcome message automatically, no manual send from the front desk.

Do telehealth messages include the join link?

Yes. Confirmations and reminders for virtual visits include the secure Formisoft Telehealth URL, the same link staff use to start the call.

What's Voice AI vs SMS and email?

SMS and email are included in Essentials and Plus. Voice AI is included with Plus and calls patients who don't respond to text, it complements your existing message workflows.

Try Formisoft

Scheduling, patient intake, patient communications, telehealth, and reviews in one platform, one login.

Get started free