formisoft

Every patient finishes intake before arriving.

Intake goes out the moment a visit is booked, and patients who have not finished get a reminder.

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Reminder settings with intake, appointment, welcome, and no-show messages turned on

The problem

Patients forget the form, then fill it out at the desk while the schedule slips. Staff spend the day before chasing them by phone.

The playbook

  1. 01A visit is bookedBy your staff on the calendar, or by the patient online.
  2. 02Intake is sent automaticallyThe form for that visit type goes out by email or text with a secure link.
  3. 03A reminder follows if neededPatients who have not finished get their link again 48 hours before.
  4. 04Staff see who is readyAnswers land on the chart, and intake status shows on the appointment.

What you need

Questions

Yes. You can attach an intake form to an appointment. When the appointment is created, the patient automatically receives the form by email or SMS with a deadline to complete it before their visit.

Yes. Every workflow has editable email and SMS templates. Use template variables like {{patientName}}, {{appointmentDate}}, {{providerName}}, and {{practiceName}} to personalize messages automatically.

Formisoft matches the submission to the existing patient record using email or date of birth. The record is updated with any new information, and the form submission is added to their history.

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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