Book
Fill the calendar
Online booking · New patient flow
Workflow playbooks
Automate the journey from booking to reviews
Pre-built playbooks for confirmations, intake nudges, reminders, recall, and reputation — the same automations high-performing practices run, ready to turn on in minutes.
Pro plan · Visual flows & campaigns · No engineering required
8+
Ready-made playbooks
15+
Trigger types in Flow
SMS + email
Every step
Pro
Campaigns & smart tags
The patient journey
One playbook for each moment
Workflows map to how patients actually move through your practice — not generic “automation” checkboxes.
Prepare
Chart-ready before arrival
Insurance verification · Intake nudges · Copay collection
Remind
Fewer no-shows
SMS & email reminders · Telehealth links
Visit
In person or video
Telehealth pre-visit · Walk-in intake
Grow
Come back & refer
Review requests · Recall campaigns
Start with the highest-impact playbooks
Most practices enable these three first — booking plus intake, pre-visit automation, and post-visit reviews.
Scheduling & BookingPopular
New Patient Online Booking
From first click to chart-ready in minutes
1
2
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5
Patient books an available slot → Intake form is sent automatically → Patient completes intake on any device → Payment is collected online → Calendar invite is sent …
Online schedulingProvider availability
6 stepsView playbook
Patient IntakePopular
Pre-Visit Intake Automation
Every patient arrives chart-ready
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5
Staff schedules the appointment → Magic-link email is sent to the patient → Patient completes the form on their phone → Staff is notified of the submission → Staff reviews and patient arrives chart-ready
Appointment schedulingForm assignment
5 stepsView playbook
Patient IntakePopular
Walk-In Registration
QR code to chart-ready in under 5 minutes
1
2
3
4
5
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
QR code sharingPublic form link
5 stepsView playbook
Practice OperationsPopular
Insurance Verification
Real-time eligibility before the patient walks in
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4
5
Insurance form is sent to the patient → Patient uploads insurance card photos → Patient record is auto-created → Flow verifies coverage automatically → Staff alerted only when needed
Automated emailsMagic-link access
5 stepsView playbook
Built in Formisoft Flow
Playbooks are the recipe. Flow is the engine.
Every workflow on this page maps to triggers, waits, SMS, email, and tags inside Formisoft — customize timing, copy, and audience without code.
- Smart tags find who needs outreach
- Visual flows run multi-step sequences
- Campaigns preview audience before send
- Voice AI follows up when SMS is ignored
Example: recall campaign
1
Identify
Smart tag: no visit in 6+ months
2
Wait
Tuesday 10am — best reply window
3
SMS
Personalized recall with booking link
4
Branch
Booked → intake packet · No reply → email
How it works
Full engagement, start to finish
Knows who to reach, what to send, and what to collect — from first booking through every return visit.
Who needs what — and where they are
Smart tags and system rules segment patients by visit history, intake status, insurance, and clinical criteria. Lists refresh daily — no spreadsheets.
- Smart tags with rule builder
- System tags (lapsed, no-show risk, incomplete intake)
- Live preview count before you act
Every touchpoint on autopilot
Visual flows trigger on bookings, form submissions, and tag changes. Campaigns blast a segment by SMS or email. Insurance verification runs inside flows on Pro.
- Formisoft Flow (15+ triggers, 8 step types)
- One-off campaigns with audience preview
- Real-time insurance verification step (Pro)
Chart-ready before the visit
Intake, insurance cards, e-signatures, and copays collected on the patient's phone. Pro adds automated eligibility checks in flows — you keep your chart.
- Digital intake + e-signatures
- Pre-visit payments (Stripe)
- Insurance verification in flows (Pro)
Proof on every play
Campaign delivery stats, flow activity logs, form analytics, review scores, and voice call outcomes — so you know patients moved.
- Campaign sent / pending / failed counts
- Per-run flow activity log
- Form, review, and voice analytics
No unified ROI dashboard yet; no email open/click tracking on campaigns.
All playbooks
Browse by specialty and front-office job — each page includes step-by-step setup guidance.
Scheduling & Booking2 playbooks
Scheduling & BookingPopular
New Patient Online Booking
From first click to chart-ready in minutes
1
2
3
4
5
Patient books an available slot → Intake form is sent automatically → Patient completes intake on any device → Payment is collected online → Calendar invite is sent …
Online schedulingProvider availability
6 stepsView playbook
Scheduling & Booking
Formisoft Telehealth Pre-Visit
Intake, payment, and consent before the Formisoft Telehealth call
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2
3
4
5
Formisoft Telehealth appointment is scheduled → Payment is collected upfront → Intake and telehealth consent are sent → Patient completes everything before the call → Provider reviews and starts the session
Online schedulingAppointment types
5 stepsView playbook
Patient Intake2 playbooks
Patient IntakePopular
Pre-Visit Intake Automation
Every patient arrives chart-ready
1
2
3
4
5
Staff schedules the appointment → Magic-link email is sent to the patient → Patient completes the form on their phone → Staff is notified of the submission → Staff reviews and patient arrives chart-ready
Appointment schedulingForm assignment
5 stepsView playbook
Patient IntakePopular
Walk-In Registration
QR code to chart-ready in under 5 minutes
1
2
3
4
5
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
QR code sharingPublic form link
5 stepsView playbook
Specialty Practice2 playbooks
Specialty Practice
Mental Health Intake
Sensitive screening with smart conditional logic
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5
Screening questionnaires are presented → Medical history and medications → Consent and confidentiality agreements → Emergency contact and safety information → Provider reviews the complete intake
Conditional logicHealthcare field types
5 stepsView playbook
Specialty Practice
Dental Practice Intake
Complete dental intake from medical history to payment
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2
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5
Medical history and medications → Dental-specific questions → Insurance card photos uploaded → Consent forms signed → Payment collected …
Healthcare field typesMedical history fields
6 stepsView playbook
Practice Operations2 playbooks
Practice OperationsPopular
Insurance Verification
Real-time eligibility before the patient walks in
1
2
3
4
5
Insurance form is sent to the patient → Patient uploads insurance card photos → Patient record is auto-created → Flow verifies coverage automatically → Staff alerted only when needed
Automated emailsMagic-link access
5 stepsView playbook
Practice Operations
Multi-Provider Practice
Different forms and schedules for each provider
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2
3
4
5
Create provider-specific intake forms → Set individual provider availability → Patient selects provider and books → Intake routed to the right provider → Provider reviews their own submissions
Form builderForm duplication
5 stepsView playbook
Turn on your first playbook today
Start with intake and scheduling on Standard, then upgrade to Pro for flows, campaigns, and smart tags — or book a walkthrough of the workflows that fit your specialty.
