Step 1
Staff schedules the appointment
Create an appointment in Formisoft with the patient's name, email, and visit type. The system knows which intake form to attach.
Appointment schedulingForm assignment
Patient IntakePopular playbook
Pre-Visit Intake Automation
Every patient arrives chart-ready
Pre-visit intake automation turns the appointment confirmation into a data collection opportunity. When staff schedules an appointment, Formisoft sends the patient a magic-link email to their personalized intake form. The patient fills it out on their phone, medical history, medications, insurance photos, and consent, and your team gets notified the moment it's submitted. No clipboards, no waiting room delays.
At a glance
5
Steps
Popular
Type
Flow
Formisoft
1
2
3
4
5
Staff schedules the appointment → Magic-link email is sent to the patient → Patient completes the form on their phone → Staff is notified of the submission → Staff reviews and patient arrives chart-ready
Step by step
How this playbook works
5 steps from first patient touch to staff action — each maps to features already in Formisoft.
Step 2
Magic-link email is sent to the patient
Formisoft automatically sends a branded email with a secure, one-click link to the intake form. No login or account creation required.
Automated emailsMagic-link access
Step 3
Patient completes the form on their phone
The mobile-optimized form walks the patient through demographics, medical history, medications, insurance card photos, and e-signature consent.
Mobile-friendly formsFile uploadsE-signaturesConditional logic
Step 4
Staff is notified of the submission
Your team receives an email notification as soon as the patient submits. Webhooks can also push the data to your practice management system.
Email notificationsWebhooks
Step 5
Staff reviews and patient arrives chart-ready
Review the submission in the Formisoft dashboard. All data is organized, insurance cards are attached, and the patient record is auto-created.
Submission reviewAuto patient creation
Features in this workflow
Appointment scheduling
Automated intake emails
Magic-link access
Mobile-friendly forms
File uploads
E-signatures
Conditional logic
Webhooks
Auto patient creation
Expected results
15 min
Saved per patient check-in
90%
Pre-visit completion rate
Zero
Paper forms needed
Ideal for
Practices with high appointment volume
Clinics that want to eliminate waiting room paperwork
Offices transitioning from paper to digital intake
Multi-location practices standardizing their intake process
Related playbooks
Scheduling & Booking
New Patient Online Booking
From first click to chart-ready in minutes
View playbookPatient IntakeWalk-In Registration
QR code to chart-ready in under 5 minutes
View playbookScheduling & BookingFormisoft Telehealth Pre-Visit
Intake, payment, and consent before the Formisoft Telehealth call
View playbookTurn on Pre-Visit Intake Automation for your practice
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
