By WorkflowPopular

Telehealth Patient Intake

Streamline virtual visit preparation and patient intake

Telehealth has become a permanent fixture in modern healthcare, but virtual visits present unique intake challenges. Patients need to provide medical information, sign telehealth-specific consent forms, confirm their technology setup, and verify their identity — all before the video call begins. Formisoft's telehealth intake workflow handles every step automatically, ensuring both patients and providers are fully prepared for a productive virtual visit.

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When a telehealth appointment is scheduled, Formisoft automatically sends the patient a secure intake sequence tailored to virtual care. This includes standard medical forms alongside telehealth-specific requirements: informed consent for virtual treatment, technology requirements confirmation, current location disclosure for licensing compliance, and preferred pharmacy information for e-prescribing. Patients complete everything from their phone or computer — the same device they'll use for the visit.

The workflow also handles the logistical details that make telehealth run smoothly. Automated reminders include the video link alongside form completion prompts, so patients have everything in one place. Providers receive a pre-visit summary with completed intake data, enabling them to review patient information before connecting. This preparation reduces no-shows, shortens visit times, and ensures compliance with state telehealth consent requirements.

How it works

Step 1 of 4

Schedule triggers intake

When a telehealth appointment is created, the patient automatically receives intake forms and visit details

Step 2 of 4

Patient completes pre-visit forms

Medical history, telehealth consent, and technology readiness forms are completed on any device

Step 3 of 4

Automated reminders with video link

Reminder messages include both form completion prompts and the video visit link

Step 4 of 4

Provider reviews before call

Completed intake data is summarized for the provider to review before connecting with the patient

Key features

Everything you need for telehealth patient intake, built into the platform.

Telehealth Consent Collection

Automatically collect state-compliant telehealth informed consent with e-signatures before each virtual visit.

Technology Readiness Check

Verify patients have a stable connection, camera, and microphone before the appointment to reduce technical issues.

Location Verification

Confirm the patient's current state or location for provider licensing compliance requirements.

Integrated Video Link Delivery

Combine intake form links and video visit links in a single patient communication for a seamless experience.

Pre-Visit Clinical Summary

Generate an automated summary of completed intake data for providers to review before connecting.

Pharmacy Preference Capture

Collect preferred pharmacy information upfront to enable faster e-prescribing during virtual visits.

SMS and Email Reminders

Multi-channel automated reminders reduce no-shows and ensure forms are completed before the visit.

Mobile-Optimized Forms

Forms are designed for the mobile experience since most telehealth patients use their phones.

Expected results

40%

Fewer telehealth no-shows

95%

Pre-visit form completion rate

10 min

Shorter average virtual visit

Ideal for

Telehealth-first practices

Mental health providers

Primary care clinics

Specialty practices offering virtual visits

Multi-state practices

Recommended templates

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

Telehealth Consent New Patient Intake Medical History Hipaa Consent Appointment Request

Frequently asked questions

What telehealth-specific forms does Formisoft include?

Formisoft provides telehealth informed consent templates, technology readiness questionnaires, patient location verification forms, and pharmacy preference collection. All templates are customizable and can be combined with standard intake forms like medical history and demographics.

How does the workflow reduce telehealth no-shows?

Automated multi-channel reminders (email and SMS) are sent at configurable intervals before the appointment. Each reminder includes the video link and any incomplete form links, giving patients everything they need in one message. Practices using this workflow report up to 40% fewer no-shows.

Can patients complete intake on their phone?

Yes. All Formisoft forms are fully mobile-optimized with responsive design, large touch targets, and simplified navigation. Since most telehealth patients use their phone for both intake and the video visit, the mobile experience is a top priority.

Does this meet state telehealth consent requirements?

Formisoft's telehealth consent templates are designed to meet common state requirements for informed consent in virtual care. You can customize consent language for your specific state regulations, and all e-signatures include timestamps and audit trails for compliance documentation.

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.