By Workflow

Post-Visit Follow-Up

Automate patient follow-up and review requests after every visit

Patient care does not end when the visit does. Post-visit follow-up is critical for monitoring outcomes, capturing patient feedback, building your online reputation, and ensuring patients follow their care plans. But manual follow-up is inconsistent. Formisoft automates the entire post-visit process, ensuring every patient receives timely, relevant follow-up communication.

Post-Visit Follow-Up

After a visit is completed, Formisoft automatically sends follow-up forms based on the visit type, procedure performed, or provider preference. This can include patient satisfaction surveys, symptom monitoring questionnaires, care plan adherence checklists, post-procedure recovery assessments, and review requests. The timing is configurable: send a satisfaction survey 24 hours after, a wound check at 3 days, or a treatment assessment at 2 weeks.

The follow-up workflow creates a feedback loop that improves both patient care and practice operations. Clinical follow-up data helps providers monitor recovery. Patient satisfaction data identifies areas for improvement. Review requests generate positive online reviews that attract new patients. Screening follow-ups track treatment progress. All of this happens automatically, creating a comprehensive post-visit experience without adding work for your staff.

How it works

1
Step 1 of 4

Visit completion triggers follow-up

When a visit is marked complete, the system automatically schedules follow-up forms and review requests based on visit type

2
Step 2 of 4

Follow-up forms sent on schedule

Patients receive post-visit forms and review requests via email or SMS at the configured interval after their appointment

3
Step 3 of 4

Patient responds

Patients complete follow-up questionnaires, satisfaction surveys, or leave online reviews from any device

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Step 4 of 4

Results reviewed and acted on

Providers review responses and receive alerts for concerning answers. Positive reviews boost online reputation

Key features

Everything you need for post-visit follow-up, built into the platform.

Configurable Follow-Up Timing

Send follow-up forms 24 hours, 3 days, 1 week, or any custom interval after the visit based on your protocols.

Visit-Type Specific Forms

Different visit types trigger different follow-up: satisfaction surveys for routine visits, recovery checks for procedures.

Patient Satisfaction Surveys

Capture Net Promoter Scores and detailed feedback to improve your practice operations.

Automated Review Requests

Prompt satisfied patients to leave Google reviews, strengthening your online reputation and attracting new patients.

Alert on Concerning Responses

Flag patients who report worsening symptoms or complications for immediate staff or provider follow-up.

Care Plan Adherence Tracking

Check if patients are following medication schedules, therapy exercises, or lifestyle recommendations.

Expected results

4x
More online reviews collected
2x
Faster complication detection
25%
Higher patient satisfaction scores

Ideal for

Surgical practices
Primary care clinics
Mental health providers
Physical therapy practices
Post-acute care facilities

Recommended templates

Start with a pre-built template and customize it for your practice.

Frequently asked questions

When are follow-up forms sent after a visit?

You configure the timing for each follow-up type. Common intervals include 24 hours for satisfaction surveys and review requests, 3 days for post-procedure checks, and 30 days for long-term tracking.

Can follow-up responses trigger alerts?

Yes. You define rules for which responses should generate alerts. Severe pain, worsening symptoms, or low satisfaction scores can trigger immediate notifications.

How do review requests work?

Formisoft sends automated review request messages via SMS after the visit. Patients who rate their experience highly are prompted to leave a Google review.

Can we track follow-up completion rates?

Yes. The dashboard shows completion rates by visit type, provider, and time period, helping you optimize timing and messaging.

Ready to streamline your intake?

Start with a template, customize with the AI builder, and go live today. Every feature is already built into Formisoft.