Formisoft for Behavioral Health
Scheduling, intake, substance use screening, and reminders for behavioral health
Behavioral health practices serve patients navigating substance use disorders, trauma, co-occurring psychiatric conditions, and crisis situations. Formisoft provides online booking where patients self-schedule appointments, with automated session reminders that reduce the high no-show rates common in behavioral health populations.

Before the first session, Formisoft sends digital intake forms designed with sensitivity: psychiatric history, substance use screening (AUDIT, DAST-10), psychosocial assessments, treatment goals, and validated instruments like PHQ-9, GAD-7, and the Columbia Suicide Severity Rating Scale, all with automated scoring. Patients complete assessments at their own pace from a personal device, reducing the anxiety often associated with disclosing sensitive information in a clinical waiting room. Results are immediately available to clinicians for informed treatment planning.
After sessions, automated workflows handle follow-up: next-session reminders, periodic screening re-administration to track progress, copay collection through integrated payments, and review requests. Behavioral health documentation carries heightened privacy requirements under 42 CFR Part 2 and state-specific regulations. Formisoft's consent workflows include substance use treatment consent, release of information forms, and privacy acknowledgments that meet these stricter standards.
How it works
Patient Books Online
Patients self-schedule appointments through online booking. Session types and provider-specific availability keep the schedule organized.
Secure Intake Auto-Sent
Psychiatric history, substance use screening, trauma-informed assessments, and validated instruments are sent via secure link for private completion.
Clinician Prepared
Screening scores are calculated automatically with high-risk alerts. Copays collected through integrated payments. Full privacy compliance.
Session Reminders & Progress
Automated session reminders, periodic screening re-administration, and review requests. 42 CFR Part 2 compliance throughout.
Key features
Everything you need for formisoft for behavioral health, built into the platform.
Online Booking
Patients self-schedule appointments with provider-specific availability. Automated confirmations and session reminders.
Substance Use Screening
Validated AUDIT and DAST-10 instruments for alcohol and drug use severity with automated scoring and level-of-care placement support.
Automated Session Reminders
SMS and email reminders reduce no-shows in behavioral health populations. Configurable timing and messaging.
Review Requests
Post-session review requests help build your program's reputation while respecting patient privacy.
Payment Collection
Collect session fees, copays, and program fees through integrated Stripe payment processing.
Validated Screening Instruments
PHQ-9, GAD-7, AUDIT, DAST-10, and Columbia Suicide Severity Rating Scale with automated scoring and clinical alerts.
SMS & Email Communications
Appointment confirmations, session reminders, and follow-up messages through built-in multi-channel messaging.
42 CFR Part 2 Compliance
Consent and release of information forms meet heightened privacy standards required for substance use disorder treatment records.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Does Formisoft include substance use screening tools?
Yes. Formisoft integrates validated AUDIT for alcohol use and DAST-10 for drug use with automated scoring to support clinical decision-making.
How does Formisoft handle the extra privacy requirements for substance use records?
Formisoft includes consent and release of information templates designed to meet 42 CFR Part 2 requirements for substance use disorder treatment records.
Can I include suicide risk screening in the intake?
Yes. Formisoft supports the Columbia Suicide Severity Rating Scale and safety screening questions with configurable clinical alerts for high-risk responses.
How do automated reminders help behavioral health practices?
Behavioral health populations have high no-show rates. Automated SMS and email reminders keep patients engaged with their treatment plan, reducing missed sessions.
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Learn moreReady to streamline your intake?
Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.