By Specialty

Formisoft for Weight-Loss Clinics

Scheduling, intake, progress tracking, and reminders for weight management

Medical weight-loss programs need scheduling that supports initial consultations, follow-up weigh-ins, nutrition counseling, and bariatric pre-surgical evaluations. Formisoft provides online booking with visit-type rules, automated reminders that keep patients engaged with their program, and recall campaigns that bring patients back for check-ins.

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Before the consultation, Formisoft sends intake forms that capture comprehensive weight history (previous diets, medications, bariatric surgery history, highest/lowest weights, goals), dietary assessment (eating patterns, food preferences, emotional triggers, meal timing), exercise and activity questionnaires, and medical comorbidity screening for diabetes, hypertension, sleep apnea, and related conditions. For bariatric surgery programs, pre-surgical evaluation forms, psychological readiness assessments, and procedure-specific consent are built in.

After each visit, automated workflows handle follow-up: next-appointment reminders, progress tracking forms that monitor weight changes and nutritional compliance, copay collection through integrated payments, and review requests to build your program's reputation. Payment plans for program packages and membership structures are supported through Stripe integration. Re-engagement campaigns bring back patients who have fallen off their program.

How it works

Step 1 of 4

Patient Books Online

Patients schedule consultations, follow-up weigh-ins, or nutrition counseling through online booking with provider availability and visit-type rules.

Step 2 of 4

Weight-Loss Intake Auto-Sent

Weight history, dietary assessment, exercise questionnaire, comorbidity screening, and program consent are sent automatically before the consultation.

Step 3 of 4

Provider Prepared

The clinician reviews complete health and dietary history before the consultation. Program fees and copays collected through integrated payments.

Step 4 of 4

Progress & Re-engagement

Follow-up reminders, progress tracking forms, review requests, and re-engagement campaigns keep patients committed to their weight-loss program.

Key features

Everything you need for formisoft for weight-loss clinics, built into the platform.

Online Booking

Patients self-schedule consultations, follow-ups, and nutrition counseling. Visit-type rules and automated confirmations.

Weight History & Dietary Assessment

Comprehensive weight timeline, eating pattern questionnaires, food triggers, exercise habits, and medical comorbidity screening.

Automated Reminders

SMS and email reminders for appointments, program check-ins, and lab work keep patients engaged with their weight-loss plan.

Review Requests

Post-visit review requests help patients share their success stories and build your program's online reputation.

Payment Collection

Collect program fees, consultation copays, and package payments through integrated Stripe processing. Payment plans supported.

Bariatric Surgery Consent

Procedure-specific consent for gastric bypass, sleeve gastrectomy, and adjustable banding with risk disclosures and post-op expectations.

SMS & Email Communications

Appointment confirmations, program reminders, progress check-ins, and motivational follow-ups through built-in messaging.

Progress Tracking Forms

Follow-up forms that track weight changes, nutritional compliance, supplement adherence, and complication screening at scheduled intervals.

Expected results

35%

Better program adherence

75%

Less intake paperwork time

More online reviews collected

Ideal for

Medical weight-loss clinics

Bariatric surgery programs

Endocrinology practices with weight management

Integrative medicine weight-loss programs

Wellness centers with weight management services

Recommended templates

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

New Patient Intake Medical History General Treatment Consent Hipaa Consent Insurance Verification

Frequently asked questions

Does Formisoft have forms for bariatric surgery programs?

Yes. Formisoft includes intake templates for bariatric programs covering pre-surgical evaluations, psychological readiness assessments, procedure-specific consent, and post-operative follow-up forms.

Can I track patient weight progress through intake forms?

Yes. Follow-up forms capture current weight, dietary compliance, exercise adherence, and complications at each visit, creating a longitudinal record that supports clinical decisions.

How do automated reminders help weight-loss programs?

Weight-loss programs depend on consistent patient engagement. Automated reminders keep patients coming back for follow-ups, lab work, and check-ins. Re-engagement campaigns reach patients who have fallen off their program.

Can I collect program fees through Formisoft?

Yes. Formisoft integrates with Stripe to collect program fees, consultation copays, package payments, and membership dues. Payment plans are supported for larger program commitments.

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.