Step 1
Formisoft Telehealth appointment is scheduled
Patient or staff books a Formisoft Telehealth visit. A secure patient join link is included in the confirmation.
Online schedulingAppointment types
Scheduling & Booking
Formisoft Telehealth Pre-Visit
Intake, payment, and consent before the Formisoft Telehealth call
Formisoft Telehealth visits need the same intake rigor as in-person appointments, plus telehealth-specific consent. This workflow schedules the virtual visit, collects payment upfront, and sends intake with a Formisoft Telehealth join link. By the time the provider starts the call, demographics, medical history, consent, and payment are complete.
At a glance
5
Steps
Playbook
Type
Flow
Formisoft
1
2
3
4
5
Formisoft Telehealth appointment is scheduled → Payment is collected upfront → Intake and telehealth consent are sent → Patient completes everything before the call → Provider reviews and starts the session
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
Payment is collected upfront
A Stripe payment field collects the session fee or deposit as part of the booking or intake flow. No separate invoice needed.
Stripe paymentsPayment collection
Step 3
Intake and telehealth consent are sent
Formisoft sends a magic-link email with a combined form: standard intake fields plus telehealth-specific consent (technology requirements, privacy, recording policy).
Automated emailsMagic-link accessE-signatures
Step 4
Patient completes everything before the call
The patient fills out demographics, medical history, and signs consent on their phone or computer. Auto-save ensures nothing is lost.
Mobile-friendly formsAuto-save draftsConditional logic
Step 5
Provider reviews and starts the session
The provider opens the submission, reviews intake data and signed consent, and starts the video session. Patient record is already created.
Submission reviewAuto patient creation
Features in this workflow
Online scheduling
Stripe payments
Automated emails
E-signatures
Conditional logic
Mobile-friendly forms
Auto patient creation
Auto-save drafts
Expected results
100%
Pre-session payment collection
Zero
Post-session billing friction
Compliant
Telehealth consent on file
Ideal for
Telehealth-first practices
Therapists offering virtual sessions
Practices adding telehealth to in-person services
Providers in states requiring telehealth consent
Related playbooks
Turn on Formisoft Telehealth Pre-Visit for your practice
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
