formisoft

Let new patients book and arrive ready.

Patients pick an open time online, then fill out intake and pay before the first visit.

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The patient booking page on a phone

The problem

New patients usually start with a phone call and end with a clipboard in the waiting room. Then your front desk retypes everything the patient already wrote down.

The playbook

  1. 01The patient picks an open timeYour booking page only shows real openings for each provider.
  2. 02Intake goes out right awayThe forms tied to that visit type are sent by email or text.
  3. 03Payment is taken onlineIf the visit has a price, the patient pays through Stripe when booking.
  4. 04The chart starts itselfTheir answers create the patient record, so staff only review.

What you need

Questions

You get a unique booking link (e.g. formisoft.com/book/your-practice). Share it on your website, in email signatures, on social media, or text it directly to patients. Anyone with the link can book.

Yes. If an appointment type has a price set, patients pay through Stripe during the booking flow. You can require payment upfront or make it optional.

Yes. The booking page shows only genuinely available time slots based on each provider's schedule. Once a slot is booked, it disappears from availability in real time.

More playbooks

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included

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