HIPAA patient communications across the whole journey: welcome new patients, confirm bookings by SMS and email, nudge intake until it's done, send appointment reminders with the right links, and follow up after no-shows. Not a separate texting app.
Sarah Johnson
(555) 234-5678 · sarah@email.com
Welcome to Riverside Family Medicine
Your intake link is ready — complete before your first visit.
Hi! I just booked for next Thursday.
Confirmed · Thu, Mar 6 · 2:00 PM · Dr. Smith
Can I park in the back lot?
Yes — visitor parking is in the back lot off Oak St.
Intake forms due
2 of 4 forms left — complete before your visit.
Formisoft is your patient communication layer, onboarding, transactional messages, and reminders in one HIPAA-ready system. Messages pull live appointment, provider, intake, and telehealth data so patients get the right link at the right time.
When someone joins your practice or completes their first form, Formisoft sends a personalized welcome by SMS and/or email, your tone, your practice name, and a clear next step. Set expectations before the first visit instead of a silent chart entry.
New Patient Welcome
When a patient is added to your practice
The moment an appointment is created, patients get a confirmation with provider, date, time, and location by SMS, email, or both. Staff get the same visibility. No more retyping details from a calendar invite into a personal text thread.
Sarah Johnson
(555) 234-5678 · sarah@email.com
Confirmed · Thu, Mar 6 · 2:00 PM · Dr. Smith
Perfect, see you then!
Intake reminders nudge patients who haven't finished their packet. Appointment reminders go out on your schedule with intake links, prep instructions, or the Formisoft Telehealth join URL. No-show follow-ups invite rescheduling, all from the same templates and timeline.
Intake Form Reminder
Nudge patients until intake is complete
Appointment Reminder
Visit details and prep instructions
For patients who ignore SMS and email, Formisoft Voice AI can place outbound confirmation calls so your team stays off the phone (included with Plus).
Learn about AI Virtual ReceptionistConfirmation call · (555) 234-5678
Live
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Live transcript
Formisoft AI
Hi Sarah — Harris Family Clinic here. You're booked Thursday at 2 PM with Dr. Smith. Can you confirm?
Yes, I'll be there.
Automated welcome messages when a patient is added or submits their first form, onboarding that feels personal, not generic.
Every new appointment triggers SMS and/or email with visit details. Patients and staff share the same source of truth.
Separate workflows for incomplete forms and upcoming appointments, each with your templates, timing, and magic links.
Missed appointments get follow-up messages. Completed visits trigger review requests in the next platform step.
Onboard, confirm, nudge, and remind, HIPAA patient SMS and email, tied to each visit
Learn about SMS & Email Communications →
Your front desk, automated. AI calls patients to confirm, reschedule, or cancel appointments.
Learn about AI Virtual Receptionist →
Magic-link intake by SMS and email when appointments are scheduled
Learn about Pre-Visit Intake Automation →
Booking confirmation plus intake and payment in one automated flow
Learn about New Patient Online Booking →
No. It covers the full patient communication journey: new-patient welcome, booking confirmations, intake nudges, appointment reminders, no-show follow-ups, and post-visit review requests, all HIPAA-ready SMS and email triggered by appointments and form status in Formisoft.
Yes. Every workflow can send SMS, email, or both. You edit templates per channel and set timing per visit type.
Enable the new-patient welcome workflow. When a patient record is created or someone completes their first intake, they receive your welcome message automatically, no manual send from the front desk.
Yes. Confirmations and reminders for virtual visits include the secure Formisoft Telehealth URL, the same link staff use to start the call.
SMS and email are included in Essentials and Plus. Voice AI is included with Plus and calls patients who don't respond to text, it complements your existing message workflows.
Scheduling, patient intake, patient communications, telehealth, and reviews in one platform, one login.
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