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Patient Intake

Walk-In Registration

QR code to chart-ready in under 5 minutes

Walk-in registration replaces the clipboard-and-pen experience with a modern, phone-based flow. Display a QR code in your waiting room that links to your intake form. Patients scan it, fill out demographics, upload insurance card photos, sign consent forms, and submit — all from their own device. Formisoft creates their patient record automatically so your front desk can focus on care, not data entry.

How it works — 5 steps

1
Step 1 of 5

Patient scans the QR code

A printed or displayed QR code in your lobby links directly to your intake form. No app download or account creation required.

QR code sharingPublic form link
2
Step 2 of 5

Patient fills out intake on their phone

The mobile-friendly form collects demographics, contact info, reason for visit, and any custom fields your practice needs.

Mobile-friendly formsCustom fieldsAuto-save drafts
3
Step 3 of 5

Insurance cards and consent are captured

Patients photograph their insurance card (front and back) and sign consent forms with their finger — all within the same form.

File uploadsE-signaturesPhoto capture
4
Step 4 of 5

Patient record is auto-created

Formisoft extracts demographics from the submission and creates a patient record with all documents attached.

Auto patient creationDocument linking
5
Step 5 of 5

Staff reviews and calls the patient

Front desk sees the new submission in real time, reviews the information, and calls the patient back. No data re-entry needed.

Real-time notificationsSubmission review

Features used in this workflow

QR code sharing
Mobile-friendly forms
File uploads
E-signatures
Auto-save drafts
Auto patient creation
Real-time notifications

Expected results

< 5 min
Patient registration time
Zero
Clipboards in the waiting room
100%
Legible patient information

Ideal for

Urgent care centers with high walk-in volume
Dental offices accepting new patients
Clinics without a pre-visit intake process
Practices wanting to go paperless in the waiting room

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