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 scheduling · Appointment types
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
SMS + email
Outreach
HIPAA
Aligned
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
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
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 payments · Payment 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 emails · Magic-link access · E-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 forms · Auto-save drafts · Conditional 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 review · Auto patient creation
Intake, payment, and consent before the Formisoft Telehealth call
Turn this playbook on in Formisoft Flow — no developers required.
