formisoft

Give each provider their own setup.

Each provider has their own hours, visit types, and intake forms, all on one shared calendar.

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The practice calendar showing several providers' appointments

The problem

With several providers, the front desk juggles different schedules and different paperwork. The wrong form goes out, or two patients end up in the same slot.

The playbook

  1. 01Set each provider's hoursWorking days, visit length, and breaks for each person.
  2. 02Attach intake to each visit typeA therapy intake for one, a physical for another.
  3. 03Patients choose a provider and bookOnly that provider's open times show, so nothing overlaps.
  4. 04The right form goes outEach patient gets the intake for their visit, and staff see the status on the calendar.

What you need

Questions

Yes. Each provider has their own availability schedule with configurable days, time ranges, appointment durations, and break periods. Changes take effect immediately across the system.

Admin has full access to everything including billing and settings. Provider sees their schedule, patients, and forms. Staff handles front-desk tasks like scheduling and form management. Patient can view their own submitted forms and appointments.

Each team member (admin, provider, or staff) counts as one seat on your subscription. When you invite a new member, the cost adjusts automatically on your next billing cycle. Removing a member reduces your seat count and cost.

More playbooks

Get every patient ready before the visit.

Start with Intake, then add booking, reminders, and payments when you need them.

Cancel anytime · BAA included

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