Step 1
Create provider-specific intake forms
Build separate forms for each provider or specialty. Use templates and duplication to maintain consistency while customizing fields.
Form builder · Form duplication · Custom fields
Multi-Provider Practice
Different forms and schedules for each provider
Multi-provider practices need flexibility: each provider may have different intake requirements, availability, and downstream systems. This workflow uses Formisoft's form and scheduling features to assign provider-specific intake forms, display individual availability calendars, and route completed submissions to the correct provider or system via webhooks. Whether you're a group practice with 3 therapists or a clinic with 10 physicians, every provider gets their own tailored workflow.
At a glance
5
Steps
SMS + email
Outreach
HIPAA
Aligned
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
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
Set individual provider availability
Each provider's schedule is configured with their own working hours, appointment types, and buffer times.
Provider availability · Online scheduling
Step 3
Patient selects provider and books
The booking flow lets patients choose their provider, see available times, and book. The correct intake form is sent automatically.
Online scheduling · Automated emails
Step 4
Intake routed to the right provider
Completed submissions are associated with the correct provider. Webhooks can push data to provider-specific queues or external systems.
Webhooks · Submission routing
Step 5
Provider reviews their own submissions
Each provider sees only their patients' submissions. Patient records are created and linked to the correct provider.
Submission review · Auto patient creation
Different forms and schedules for each provider
Turn this playbook on in Formisoft Flow — no developers required.
