Formisoft Flow

Front-office playbooks you can turn on yourself

Name: Formisoft
Brand: Formisoft

Ready-made workflows for booking, intake, reminders, and eligibility. Open a playbook in Formisoft Flow, adjust the steps, and publish — no code.

Formisoft Flow · Pre-visit intake

Pick a playbook, adjust the steps, and publish. Patients book, complete intake, get verified, and receive a reminder — all before the visit.

Patient booksIntake goes outVerify insuranceVisit reminderChart is ready

Insurance verification and visit reminders run in the same flow — no separate tools.

Customize timing, channels, and forms in the visual builder — no code.

Workflow playbooks

8 ready-made workflows for booking, intake, reminders, eligibility, and recall. Click any card to see what it does and how to turn it on.

Fill open slots online, confirm appointments automatically, and cut hold-queue calls, without adding front-desk headcount.

Let new patients book an available slot, complete intake forms, and pay online, all before they walk through the door.

Schedule a Formisoft Telehealth visit, collect payment upfront, and gather intake and telehealth consent before the session starts.

HIPAA intake, insurance card photos, and consent on the patient's phone before they reach the check-in window.

Send intake forms automatically when appointments are scheduled. Patients complete everything on their phone before they arrive.

Walk-in patients scan a QR code in your lobby, fill out intake on their phone, and get registered, no clipboard needed.

Intake paths for mental health, dental, and other specialties where a generic new-patient form creates rework at the visit.

Collect PHQ-9, GAD-7, medical history, medications, and emergency contacts with forms that adapt based on patient responses.

Collect medical history, dental-specific questions, insurance card photos, consent, payment, and appointment booking in one flow.

Eligibility checks, multi-provider routing, and telehealth prep, the steps that delay visits when staff run them by hand.

Collect insurance on intake, verify eligibility automatically in a flow, and alert billing before the visit when coverage fails.

Assign different intake forms per provider, manage individual availability, and route submissions to the right team with webhooks.

Pick a playbook, tweak the steps to match your practice, and turn it on. No developers, no ticket queue, just a visual builder in Formisoft Flow.