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.
How it works — 5 steps
Create provider-specific intake forms
Build separate forms for each provider or specialty. Use templates and duplication to maintain consistency while customizing fields.
Set individual provider availability
Each provider's schedule is configured with their own working hours, appointment types, and buffer times.
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.
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.
Provider reviews their own submissions
Each provider sees only their patients' submissions. Patient records are created and linked to the correct provider.
Features used in this workflow
Expected results
Ideal for
Build this workflow for your practice
Start with a template, customize your forms, and go live today. Every feature in this workflow is already built into Formisoft.
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