Telehealth Pre-Visit
Intake, payment, and consent before the video call
Telehealth visits need the same intake rigor as in-person appointments, plus telehealth-specific consent. This workflow schedules the virtual visit, collects payment upfront (so there's no awkward billing after the session), and sends the patient a combined intake and telehealth consent form. By the time the provider opens the video call, demographics, medical history, consent, and payment are all complete.
How it works — 5 steps
Telehealth appointment is scheduled
Patient or staff books a telehealth visit. The appointment type is flagged as virtual, and a video link can be included in the confirmation.
Payment is collected upfront
A Stripe payment field collects the session fee, copay, or deposit as part of the booking or intake flow. No separate invoice needed.
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).
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.
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.
Features used in this workflow
Expected results
Ideal for
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