By Workflow

Post-Visit Follow-Up

Automate patient follow-up forms after every visit

Patient care doesn't end when the visit does. Post-visit follow-up is critical for monitoring outcomes, capturing patient feedback, and ensuring patients follow their care plans. But manual follow-up is inconsistent — staff forget, phone calls go unanswered, and important feedback is never collected. Formisoft automates the entire post-visit follow-up process, ensuring every patient receives timely, relevant follow-up communication.

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After a visit is completed, Formisoft automatically sends follow-up forms based on the visit type, procedure performed, or provider preference. This can include patient satisfaction surveys, symptom monitoring questionnaires, care plan adherence checklists, and post-procedure recovery assessments. The timing is configurable — send a satisfaction survey 24 hours after the visit, a wound check questionnaire 3 days after a procedure, or a treatment efficacy assessment at 2 weeks.

The follow-up workflow creates a feedback loop that improves both patient care and practice operations. Clinical follow-up data helps providers monitor recovery and catch complications early. Patient satisfaction data identifies areas for improvement and generates positive reviews. Screening follow-ups track treatment progress over time. All of this happens automatically, creating a comprehensive post-visit care experience without adding work for your staff. Practices using automated follow-up report better patient outcomes, higher satisfaction scores, and earlier detection of post-visit complications.

How it works

Step 1 of 4

Visit completion triggers follow-up

When a visit is marked complete, the system automatically schedules follow-up forms based on visit type

Step 2 of 4

Follow-up forms sent on schedule

Patients receive post-visit forms via email or SMS at the configured interval after their appointment

Step 3 of 4

Patient responds

Patients complete follow-up questionnaires, satisfaction surveys, or symptom assessments from any device

Step 4 of 4

Results reviewed and acted on

Providers review responses and receive alerts for concerning answers that need immediate follow-up

Key features

Everything you need for post-visit follow-up, built into the platform.

Configurable Follow-Up Timing

Send follow-up forms 24 hours, 3 days, 1 week, or any custom interval after the visit based on your clinical protocols.

Visit-Type Specific Forms

Different visit types trigger different follow-up forms — satisfaction surveys for routine visits, recovery checks for procedures.

Patient Satisfaction Surveys

Capture Net Promoter Scores and detailed feedback to improve your practice and generate positive online reviews.

Post-Procedure Monitoring

Monitor patient recovery with symptom questionnaires and wound assessment forms after surgical or invasive procedures.

Alert on Concerning Responses

Flag patients who report worsening symptoms, complications, or dissatisfaction for immediate staff or provider follow-up.

Care Plan Adherence Tracking

Check if patients are following medication schedules, therapy exercises, or lifestyle modification recommendations.

Expected results

40%

More patient feedback captured

Faster complication detection

25%

Higher patient satisfaction scores

Ideal for

Surgical practices

Primary care clinics

Mental health providers

Physical therapy practices

Post-acute care facilities

Recommended templates

Start with a pre-built template and customize it for your practice.

Post Visit Follow Up Follow Up Visit Patient Demographics Pain Assessment Phq9 Depression Screening

Frequently asked questions

When are follow-up forms sent after a visit?

You configure the timing for each follow-up type. Common intervals include 24 hours for satisfaction surveys, 3 days for post-procedure checks, 1 week for treatment efficacy assessments, and 30 days for long-term outcome tracking. You can set multiple follow-up points for a single visit type.

Can follow-up responses trigger alerts?

Yes. You define rules for which responses should generate alerts. For example, a patient reporting severe pain after a procedure, worsening symptoms, or a satisfaction score below a threshold can trigger immediate notifications to the provider or care team for prompt follow-up.

How do patient satisfaction surveys work?

Formisoft's satisfaction survey includes a Net Promoter Score question, specific experience ratings (wait time, provider communication, staff friendliness), and open-ended feedback. High-scoring patients can be prompted to leave a review on Google or your preferred platform, helping your online reputation.

Can we track follow-up completion rates?

Yes. The dashboard shows follow-up completion rates by visit type, provider, and time period. You can identify which types of follow-up have low response rates and adjust timing, messaging, or delivery channel (email vs. SMS) to improve engagement.

Workflow

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.