Formisoft Flow
Front-desk playbooks that run themselves
Ready-made workflows for booking, intake, payments, reminders, eligibility, no-shows, reviews, and recall. Open a playbook in Formisoft Flow, adjust the steps, and publish — no code.
Customize your flow to match how your practice works.
Patient books
Online or at the front desk
Intake goes out
Forms and insurance card photos
Verify insurance
Coverage checked on the card they uploaded
Visit reminder
SMS or email before the appointment
Patient is ready
Intake complete before they walk in
Workflow playbooks
8 ready-made workflows for booking, intake, reminders, eligibility, and recall. Click any card to see what it does and how to turn it on.
Scheduling & Booking
Fill open slots online, confirm appointments automatically, and cut hold-queue calls, without adding front-desk headcount.
New Patient Online Booking
Let new patients book an available slot, complete intake forms, and pay online, all before they walk through the door.
View playbookFormisoft Telehealth Pre-Visit
Schedule a Formisoft Telehealth visit, collect payment upfront, and gather intake and telehealth consent before the session starts.
View playbookPatient Intake
HIPAA intake, insurance card photos, and consent on the patient's phone before they reach the check-in window.
Pre-Visit Intake Automation
Send intake forms automatically when appointments are scheduled. Patients complete everything on their phone before they arrive.
View playbookWalk-In Registration
Walk-in patients scan a QR code in your lobby, fill out intake on their phone, and get registered, no clipboard needed.
View playbookSpecialty Practice
Intake paths for mental health, dental, and other specialties where a generic new-patient form creates rework at the visit.
Mental Health Intake
Collect PHQ-9, GAD-7, medical history, medications, and emergency contacts with forms that adapt based on patient responses.
View playbookDental Practice Intake
Collect medical history, dental-specific questions, insurance card photos, consent, payment, and appointment booking in one flow.
View playbookPractice Operations
Eligibility checks, multi-provider routing, and telehealth prep, the steps that delay visits when staff run them by hand.
Insurance Verification
Collect insurance on intake, verify eligibility automatically in a flow, and alert billing before the visit when coverage fails.
View playbookMulti-Provider Practice
Assign different intake forms per provider, manage individual availability, and route submissions to the right team with webhooks.
View playbookTurn on your first front-desk playbook in minutes
Pick a patient bottleneck, tweak the steps, and let Formisoft run the follow-up.
