Step 1
Patient scans the QR code
A printed or displayed QR code in your lobby links directly to your intake form. No app download or account creation required.
QR code sharing · Public form link
Walk-In Registration
QR code to chart-ready in under 5 minutes
Walk-in registration replaces the clipboard-and-pen experience with a modern, phone-based flow. Display a QR code in your waiting room that links to your intake form. Patients scan it, fill out demographics, upload insurance card photos, sign consent forms, and submit, all from their own device. Formisoft creates their patient record automatically so your front desk can focus on care, not data entry.
At a glance
5
Steps
SMS + email
Outreach
HIPAA
Aligned
Patient scans the QR code → Patient fills out intake on their phone → Insurance cards and consent are captured → Patient record is auto-created → Staff reviews and calls the patient
What happens end to end
5 steps from first patient touch to staff handoff, what patients see, and what happens without another round of phone calls.
Step 2
Patient fills out intake on their phone
The mobile-friendly form collects demographics, contact info, reason for visit, and any custom fields your practice needs.
Mobile-friendly forms · Custom fields · Auto-save drafts
Step 3
Insurance cards and consent are captured
Patients photograph their insurance card (front and back) and sign consent forms with their finger, all within the same form.
File uploads · E-signatures · Photo capture
Step 4
Patient record is auto-created
Formisoft extracts demographics from the submission and creates a patient record with all documents attached.
Auto patient creation · Document linking
Step 5
Staff reviews and calls the patient
Front desk sees the new submission in real time, reviews the information, and calls the patient back. No data re-entry needed.
Real-time notifications · Submission review
QR code to chart-ready in under 5 minutes
Turn this playbook on in Formisoft Flow — no developers required.
