By SpecialtyPopular

Formisoft for Primary Care

Scheduling, intake, reminders, and reviews for family and internal medicine

Primary care practices manage high patient volumes across new patient visits, annual wellness exams, sick visits, and chronic care follow-ups. Formisoft streamlines it all with online booking that handles multiple visit types and providers, automated reminders that keep patients on schedule, and a waitlist that fills cancellations quickly. Patients book their own appointments online, and your team manages the rest from a single dashboard.

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Before each visit, Formisoft sends the right intake forms based on visit type. New patients get comprehensive medical, surgical, family, and social history with medication reconciliation and allergy documentation. Annual wellness visits include Medicare-compliant health risk assessments and age-appropriate preventive screenings. Returning patients see streamlined update forms pre-populated with their previous responses, so they only confirm or update what has changed. Conditional logic ensures patients only see relevant questions.

After the visit, automated workflows handle follow-up: satisfaction surveys, preventive care recall for annual physicals, chronic care reminders, review requests to build your reputation, and re-engagement campaigns for patients who have not been seen in over a year. Copays and balances are collected through integrated Stripe payments, and good faith estimates keep self-pay patients informed.

How it works

Step 1 of 4

Patient Books Online

Patients schedule new patient visits, annual wellness exams, sick visits, or follow-ups through online booking with provider-specific availability.

Step 2 of 4

Visit-Specific Intake Sent

The right forms are sent automatically based on visit type. New patients get full intake; returning patients get streamlined updates pre-populated with previous data.

Step 3 of 4

Provider Prepared for Visit

Completed intake is compiled for the provider to review. Preventive care gaps are flagged. Copays collected through integrated payments.

Step 4 of 4

Recall & Reviews on Autopilot

Preventive care recall, chronic care reminders, satisfaction surveys, and review requests run automatically to keep patients engaged and your schedule full.

Key features

Everything you need for formisoft for primary care, built into the platform.

Online Booking

Patients self-schedule by visit type. Multi-provider calendars, waitlist management, and cancellation backfill keep your practice running efficiently.

Complete Medical History

Thorough medical, surgical, family, and social history forms with medication reconciliation, allergy documentation, and review of systems.

Automated Appointment Reminders

SMS and email reminders before every visit plus preventive care recall for annual physicals and chronic care follow-ups.

Review Requests

Post-visit review requests via SMS and email build your Google reputation and help new patients find your practice.

Payment Collection

Collect copays, deductibles, and balances through integrated Stripe payments. Good faith estimates for self-pay patients.

Visit-Type Adaptive Forms

Different form sets for new patient visits, annual wellness exams, sick visits, and follow-ups, automatically selected based on appointment type.

SMS & Email Communications

Appointment confirmations, intake reminders, recall notices, and follow-up messages through built-in multi-channel messaging.

Preventive Care Screening

Age and gender-appropriate preventive care questionnaires aligned with USPSTF guidelines and Medicare wellness visit requirements.

Expected results

35%

Fewer no-shows with reminders

12 min

Saved per patient encounter

More online reviews collected

Ideal for

Family medicine practices

Internal medicine offices

Multi-physician primary care groups

Concierge medicine practices

Federally qualified health centers

Rural health clinics

Recommended templates

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

New Patient Intake Medical History Annual Wellness Follow Up Visit Patient Demographics

Frequently asked questions

Can I use different forms for different visit types?

Yes. Formisoft allows you to configure different form sets for each appointment type. New patients receive comprehensive intake packets, annual wellness visits include preventive screening questionnaires, and sick visits get streamlined symptom-focused forms. The correct set is sent automatically based on the scheduled visit type.

How does medication reconciliation work digitally?

Patients see their previously recorded medication list (if returning) and can confirm, update, or add medications. Each entry captures drug name, dosage, frequency, prescribing doctor, and purpose. Over-the-counter medications and supplements have their own section. Changes are flagged for clinical review.

How do automated reminders and reviews work?

Formisoft sends appointment reminders via SMS and email at intervals you configure. After the visit, review requests go out automatically. Preventive care recall reminders bring patients back for annual physicals, and re-engagement campaigns reach out to patients who have not visited in over a year.

Can established patients update their information without re-entering everything?

Absolutely. Returning patients see a streamlined update form that shows their previously submitted information and asks them to confirm or update specific sections. This dramatically reduces the time patients spend on paperwork for follow-up visits.

How do I integrate with my EHR system?

Formisoft offers webhooks and a REST API that let you connect intake data to your EHR. You can also use third-party integration platforms to automate data transfer to your patient chart without writing code.

Workflow

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.