Formisoft for Optometry
Online booking, vision intake, contact-lens workflows, and reminders for optometry practices
Patient engagement built for optometry and primary eye care — online scheduling, digital vision history, insurance capture, automated reminders, and review requests.
HIPAA-ready · BAA included
Sound familiar?
What optometry teams tell us before they switch off paper and scattered tools.
- Benefits and lens preferences get re-asked at every exam
- Contact-lens patients need different intake than medical exams
- No-shows on premium exam slots are hard to backfill
The right intake for each exam lane
Stop using one generic form for every appointment type in the schedule.
Comprehensive exam
- ·Vision & ocular history
- ·Medication & allergy list
- ·Benefits verification
Contact lens fit
- ·Lens wear history
- ·Corneal health questions
- ·Pickup reminders
Medical eye visit
- ·Symptom checklist
- ·Referral context
- ·Follow-up scheduling
Exam-day flow
From booking through follow-up — one workflow your front desk can actually run.
Patient Books Online
Patients schedule eye exams, surgical consultations, or follow-ups through online booking with provider-specific availability and visit-type rules.
Eye Care Intake Auto-Sent
Ocular history, vision symptom checklists, medication lists, and surgical consent forms are sent automatically before the appointment.
Ophthalmologist Prepared
The ophthalmologist reviews history and consent before the exam. Copays and procedure fees collected through integrated payments.
Post-Op & Reviews
Post-surgical check-in reminders, follow-up appointment prompts, and review requests go out automatically via SMS and email.
Tools optometry front desks use
Online Booking
Patients self-schedule exams, consultations, and follow-ups. Provider-specific calendars with visit-type rules and automated confirmations.
Comprehensive Ocular History
Structured fields for vision changes, eye surgeries, glaucoma history, retinal conditions, and family ocular history with onset timelines.
Automated Appointment Reminders
SMS and email reminders before visits and post-operative follow-ups reduce no-shows for surgical consultations.
Review Requests
Post-visit review requests build your practice's online reputation among patients and in the community.
Templates to start from
Optometry FAQ
Yes. Formisoft sends a secure link by SMS or email so patients can finish vision history, medications, and insurance details from home. Most practices see the majority of forms completed before arrival when reminders are enabled.
You can assign different form sets by appointment type — comprehensive exams, contact-lens fittings, dry-eye consultations, and follow-ups — so patients only answer questions relevant to that visit.
Configurable SMS and email reminders reduce missed exams and contact-lens pickups. Recall messages can nudge patients when their annual exam is due, with a link to book online.
Yes. Forms work on any device, and your team can see who submitted intake when a family member completes registration on behalf of the patient.
Fewer empty exam slots
Patient engagement built for optometry and primary eye care — online scheduling, digital vision history, insurance capture, automated reminders, and review requests.
