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.
How it works — 5 steps
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.
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.
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.
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.
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.
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.
$49.99/mo · Cancel anytime
