Step 1
Insurance form is sent to the patient
A focused insurance verification form is sent via email or shared as a link. It collects only the fields your billing team needs.
Automated emails · Magic-link access
Insurance Verification
Real-time eligibility before the patient walks in
Insurance verification delays are one of the biggest bottlenecks in practice operations. This playbook combines digital intake with automated eligibility checks: patients upload card photos and enter member ID and carrier details, Formisoft creates the patient record, then a flow runs a real-time verification against the payer. Billing sees verified or failed status on the chart, and gets emailed automatically when someone needs a manual review.
Automated eligibility checks require Autopilot, 250 verifications/month included, then $0.20 each. Card capture and intake work on all plans.
At a glance
5
Steps
Real-time
Eligibility
250/mo
On Autopilot
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
What runs on autopilot
Confirmations, intake nudges, eligibility checks, and staff alerts, timed and sent by text or email so your front desk isn't holding everything together.
Explore Formisoft Flow1
Trigger
Insurance needs verification, intake submitted or appointment booked
2
Verify
Real-time eligibility check using your practice NPI and payer ID
3
Branch
Verified → continue pre-visit intake · Failed → email billing team
4
Tag
needs-insurance-review applied when manual follow-up is required
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 uploads insurance card photos
Front and back of the insurance card are captured as photo uploads. Member ID, group number, and carrier are collected as text fields.
File uploads · Photo capture · Custom fields
Step 3
Patient record is auto-created
Formisoft creates a patient record with all insurance information and card images attached. No manual data entry required.
Auto patient creation · Document linking
Step 4
Flow verifies coverage automatically
The Insurance Verification playbook runs a real-time eligibility check using your practice NPI. Active coverage, plan name, and copay details write back to the patient chart.
Verify insurance flow step · Insurance status on chart · Autopilot plan
Step 5
Staff alerted only when needed
If verification fails, billing gets an email and the patient can be tagged for follow-up. Verified patients continue through pre-visit intake without manual portal checks.
If / else on insurance status · Staff email alerts · Patient tags
Real-time eligibility before the patient walks in
Turn this playbook on in Formisoft Flow — no developers required.
