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 scheduling · Form assignment
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
SMS + email
Outreach
HIPAA
Aligned
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
What happens end to end
5 steps from first patient touch to staff handoff, what patients see, and what happens without another round of phone calls.
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 emails · Magic-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 forms · File uploads · E-signatures · Conditional 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 notifications · Webhooks
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 review · Auto patient creation
Every patient arrives chart-ready
Turn this playbook on in Formisoft Flow — no developers required.
