Step 1
Patient books an available slot
Your public booking page shows real-time availability. Patients pick a provider, service type, and time slot that works for them.
Online scheduling · Provider availability
New Patient Online Booking
From first click to chart-ready in minutes
The new patient online booking workflow eliminates the back-and-forth of phone scheduling and paper forms. Patients find an available time on your public booking page, fill out a full intake packet (demographics, insurance photos, medical history, and e-signatures), and pay online. Formisoft automatically creates their patient record so your staff can review everything before the visit.
At a glance
6
Steps
SMS + email
Outreach
HIPAA
Aligned
Patient books an available slot → Intake form is sent automatically → Patient completes intake on any device → Payment is collected online → Calendar invite is sent …
What happens end to end
6 steps from first patient touch to staff handoff, what patients see, and what happens without another round of phone calls.
Step 2
Intake form is sent automatically
As soon as the appointment is booked, Formisoft sends a magic-link email with the intake form: demographics, insurance card uploads, medical history, and e-signature consent.
Automated emails · Magic-link access
Step 3
Patient completes intake on any device
The form is fully mobile-friendly. Patients fill it out on their phone, tablet, or computer with auto-save so they never lose progress.
Mobile-friendly forms · Auto-save drafts · File uploads
Step 4
Payment is collected online
A Stripe-powered payment field collects the deposit or consultation fee as part of the intake flow. No separate payment link needed.
Stripe payments · Payment collection
Step 5
Calendar invite is sent
Both the patient and provider receive an .ics calendar invite with appointment details, reducing no-shows.
Calendar invites · Email confirmations
Step 6
Patient record is auto-created
Formisoft creates a patient record from the submission. Demographics, insurance, and documents are all linked. Staff reviews and the patient arrives chart-ready.
Auto patient creation · Staff review
From first click to chart-ready in minutes
Turn this playbook on in Formisoft Flow — no developers required.
