Formisoft for Dental Practices
Scheduling, intake, reminders, and reviews for dental offices
Dental practices juggle complex schedules across hygienists, dentists, and specialists while keeping chairs full and patients on time. Formisoft gives your front desk a single platform for online booking, waitlist management, and provider-specific scheduling. Patients book their own cleanings, consultations, or emergency visits online, and your team manages availability, blocks, and multi-provider calendars from one dashboard.
Before the appointment, Formisoft automatically sends digital intake forms that capture dental history, previous procedures, periodontal status, dental anxiety levels, TMJ symptoms, cosmetic goals, insurance details, and treatment consent. Patients complete everything on their phone before they arrive, so hygienists and dentists have a full clinical picture before the patient sits in the chair. Consent forms for extractions, crowns, root canals, and whitening are ready to customize with your practice branding.
After the visit, automated workflows handle the rest: appointment reminders reduce no-shows, copay collection happens at checkout through integrated Stripe payments, and review requests go out via SMS or email to build your online reputation. Recall reminders bring patients back for their next cleaning on schedule, and re-engagement campaigns win back patients who have gone dormant.
How it works
Patient Books Online
Patients schedule cleanings, consultations, or procedures through your online booking page. Staff can also book directly from the dashboard with provider-specific availability.
Intake Forms Auto-Sent
Digital dental history, insurance, allergy, and consent forms are sent automatically via SMS or email. Patients complete everything on their phone before arriving.
Visit Runs Smoothly
Your team reviews completed intake before the patient arrives. Copays and balances are collected at checkout through integrated payment processing.
Follow-Up on Autopilot
Post-visit review requests, recall reminders for cleanings, and re-engagement campaigns run automatically to keep chairs full and reputation strong.
Key features
Everything you need for formisoft for dental practices, built into the platform.
Online Booking
Patients book cleanings, consultations, and procedures online. Multi-provider calendars with hygienist and dentist availability in one view.
Dental History Capture
Comprehensive oral health history forms covering previous procedures, restorations, periodontal status, dental anxiety, and orthodontic treatment.
Automated Appointment Reminders
SMS and email reminders sent at configurable intervals before appointments to reduce no-shows and late arrivals.
Review Requests
Automated post-visit review requests via SMS or email to build your Google and online reputation.
Payment Collection
Collect copays, deposits, and balances at checkout through Stripe-powered payment processing integrated into the platform.
Treatment Consent Forms
Pre-built consent templates for extractions, root canals, implants, crowns, and whitening with e-signatures and audit trails.
SMS & Email Communications
Send appointment confirmations, intake reminders, and follow-up messages through built-in SMS and email channels.
Recall & Re-engagement
Automated recall reminders for 6-month cleanings and re-engagement campaigns to bring dormant patients back to the practice.
Expected results
Ideal for
Recommended templates
Start with a pre-built template and customize it for your practice.
Frequently asked questions
Can I customize the dental history questions for my specialty?
Absolutely. Formisoft provides dental-specific templates as a starting point, but every question can be edited, reordered, or removed. Orthodontic practices can add questions about bite concerns, while oral surgeons can include surgical history sections.
How do patients sign consent forms for dental procedures?
Patients can sign consent forms digitally on any device. For chairside consent, many practices use a tablet. Formisoft captures legally-binding e-signatures with timestamps and IP addresses for your records.
Does Formisoft integrate with dental practice management software?
Yes. Formisoft offers webhooks and a REST API that let you connect intake data to your practice management system. You can also use third-party integration platforms to automate data transfer without writing code.
How do automated reminders and review requests work?
Formisoft sends appointment reminders via SMS and email at intervals you configure (e.g., 48 hours and 2 hours before). After the visit, review requests are sent automatically, prompting patients to leave feedback on Google or your preferred platform.
Related
Dental Practice Intake
Complete dental intake from medical history to payment
Learn moreWorkflowInsurance Verification
Capture and verify insurance before the visit
Learn moreBy SpecialtyFormisoft for Pediatric Practices
Scheduling, intake, reminders, and guardian consent for pediatric offices
Learn moreBy WorkflowNew Patient Onboarding
Digitize your entire new patient onboarding process
Learn moreBy WorkflowDigital Consent Forms
Collect legally binding e-signatures on every consent form
Learn moreBy WorkflowInsurance Verification Forms
Collect and verify insurance details before every visit
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.