By WorkflowPopular

Telehealth Practice Management

Scheduling, intake, and reminders built for virtual care

Telehealth has become a permanent fixture in modern healthcare, but virtual visits present unique workflow challenges. Patients need to provide medical information, sign telehealth-specific consent forms, confirm their technology setup, and verify their identity, all before the video call begins. Formisoft handles every step automatically, from online booking through post-visit follow-up.

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When a telehealth appointment is scheduled, Formisoft automatically sends the patient a secure intake sequence tailored to virtual care. This includes standard medical forms alongside telehealth-specific requirements: informed consent for virtual treatment, technology requirements confirmation, current location disclosure for licensing compliance, and preferred pharmacy information for e-prescribing. Automated reminders include the video link alongside form completion prompts, so patients have everything in one place.

After the visit, copays are collected through integrated Stripe payments, satisfaction surveys capture the virtual experience, and review requests build your practice's online reputation. Multi-channel reminders (SMS and email) reduce the high no-show rates common in telehealth. Providers receive a pre-visit summary with completed intake data, enabling them to review patient information before connecting.

How it works

Step 1 of 4

Patient Books Virtual Visit

Patients schedule telehealth appointments through online booking. Video platform link is generated automatically.

Step 2 of 4

Intake & Consent Auto-Sent

Medical history, telehealth consent, technology readiness forms, and pharmacy preferences are sent automatically before the video visit.

Step 3 of 4

Provider Prepared

Pre-visit summary with completed intake is ready for the provider. Reminders with video link sent to the patient. Copays collected through Stripe.

Step 4 of 4

Post-Visit Follow-Up

Satisfaction surveys, follow-up appointment scheduling, and review requests run automatically after the virtual visit.

Key features

Everything you need for telehealth practice management, built into the platform.

Telehealth Consent Collection

Automatically collect state-compliant telehealth informed consent with e-signatures before each virtual visit.

Technology Readiness Check

Verify patients have a stable connection, camera, and microphone before the appointment to reduce technical issues.

Location Verification

Confirm the patient's current state or location for provider licensing compliance requirements.

Integrated Video Link Delivery

Combine intake form links and video visit links in a single patient communication for a seamless experience.

Pre-Visit Clinical Summary

Generate an automated summary of completed intake data for providers to review before connecting.

Pharmacy Preference Capture

Collect preferred pharmacy information upfront to enable faster e-prescribing during virtual visits.

SMS and Email Reminders

Multi-channel automated reminders reduce no-shows and ensure forms are completed before the visit.

Mobile-Optimized Forms

Forms are designed for the mobile experience since most telehealth patients use their phones.

Expected results

40%

Fewer telehealth no-shows

95%

Pre-visit form completion rate

10 min

Shorter average virtual visit

Ideal for

Telehealth-first practices

Mental health providers

Primary care clinics

Specialty practices offering virtual visits

Multi-state practices

Recommended templates

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

Telehealth Consent New Patient Intake Medical History Hipaa Consent Appointment Request

Frequently asked questions

What telehealth-specific forms does Formisoft include?

Formisoft provides telehealth informed consent templates, technology readiness questionnaires, patient location verification forms, and pharmacy preference collection. All are customizable and can be combined with standard intake forms.

How does the workflow reduce telehealth no-shows?

Automated multi-channel reminders (email and SMS) include the video link and any incomplete form links, giving patients everything they need in one message. Practices report up to 40% fewer no-shows.

Can patients complete intake on their phone?

Yes. All forms are fully mobile-optimized. Since most telehealth patients use their phone for both intake and the video visit, the mobile experience is a top priority.

Does this meet state telehealth consent requirements?

Formisoft's telehealth consent templates are designed to meet common state requirements. You can customize consent language for your specific state regulations, and all e-signatures include timestamps and audit trails.

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.