Product features

Patients self-schedule on your branded page while your team manages the same calendar. Online and phone bookings share one availability engine, so slots never double-book.

Day and week views, provider availability, and visit status in one place. Every online booking, walk-in, and staff-scheduled visit lands here automatically.

Invite providers and staff, assign roles, and connect calendars to the right people. Scheduling, intake access, and permissions stay aligned as the practice grows.

Self-scheduling, confirmation, and intake in one automated workflow

Every intake submission builds or updates the patient chart. Demographics, insurance, allergies, and form history live in one record with no re-typing at check-in.

When intake captures insurance, Formisoft Flow can run eligibility before the visit. Billing sees verified or failed status on the chart instead of payer portal work at check-in.

Consents and treatment agreements signed on the patient's phone before arrival. Signatures are timestamped and stored on the chart with a full audit trail.

Track referral source, mobility aids, or any data your EHR does not store. Map form questions once and every future intake syncs to the patient record.

PHQ-9, GAD-7, and custom screens sent before the visit. Scores appear on the chart when the provider walks in, not on paper in the waiting room.

Collect copays, deposits, and balances during intake on the patient's phone. Funds go to your practice through Stripe, with less card swiping at the front desk.

The full intake platform, forms, scheduling, chart, payments, and patient communications in one place

Describe your intake form in plain English, HIPAA-ready forms in seconds

Digitize paper and PDF intake without rebuilding from scratch

Specialty-ready intake packs you can publish today

Real-time eligibility checks inside Formisoft Flow

Rules flag lapsed patients, incomplete intake, no-show risk, and custom cohorts

Reach any tag or segment, preview the audience before you send

Trigger outreach on bookings, form submissions, and tag changes

Pre-built automations for booking, intake, recall, and more

Intake, real-time eligibility check, and billing alerts in one flow

Real-time eligibility checks inside Formisoft Flow

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

Booking confirmation plus intake in one automated flow

Confirmations, intake nudges, reminders, and no-show follow-ups tied to each appointment. Messages use live visit details, not generic blasts from a personal phone.

Two-way SMS and email threads tied to each patient record

When a visit is marked complete, satisfied patients get a Google review link. Lower scores go to private feedback first, so issues are handled before they go public.

Mark any appointment as a video visit. Patients get the join link in reminders; staff start the call from the same chart as intake and scheduling.

Start a video room from the patient inbox in one tap. A secure join link goes out by text or email while intake and chart context stay in Formisoft.

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