Step 1
Insurance form is sent to the patient
A focused insurance verification form is sent via email or shared as a link. It collects only the fields your billing team needs.
Automated emailsMagic-link access
Practice OperationsPopular playbookPro planprepare stage
Insurance Verification
Real-time eligibility before the patient walks in
Insurance verification delays are one of the biggest bottlenecks in practice operations. This playbook combines digital intake with automated eligibility checks: patients upload card photos and enter member ID and carrier details, Formisoft creates the patient record, then a flow runs a real-time verification against the payer. Billing sees verified or failed status on the chart — and gets emailed automatically when someone needs a manual review.
Automated eligibility checks require Formisoft Pro — 250 verifications/month included, then $0.20 each. Card capture and intake work on all plans.
At a glance
5
Steps
Real-time
Eligibility
250/mo
On Pro
1
2
3
4
5
Insurance form is sent to the patient → Patient uploads insurance card photos → Patient record is auto-created → Flow verifies coverage automatically → Staff alerted only when needed
Automation preview
What runs on autopilot
This playbook maps directly to a Formisoft Flow — triggers, waits, verification, and staff alerts you can customize without code.
Explore Formisoft Flow1
Trigger
Insurance needs verification — intake submitted or appointment booked
2
Verify
Real-time eligibility check using your practice NPI and payer ID
3
Branch
Verified → continue pre-visit intake · Failed → email billing team
4
Tag
needs-insurance-review applied when manual follow-up is required
Step by step
How this playbook works
5 steps from first patient touch to staff action — each maps to features already in Formisoft.
Step 2
Patient uploads insurance card photos
Front and back of the insurance card are captured as photo uploads. Member ID, group number, and carrier are collected as text fields.
File uploadsPhoto captureCustom fields
Step 3
Patient record is auto-created
Formisoft creates a patient record with all insurance information and card images attached. No manual data entry required.
Auto patient creationDocument linking
Step 4
Flow verifies coverage automatically
The Insurance Verification playbook runs a real-time eligibility check using your practice NPI. Active coverage, plan name, and copay details write back to the patient chart.
Verify insurance flow stepInsurance status on chartPro plan
Step 5
Staff alerted only when needed
If verification fails, billing gets an email and the patient can be tagged for follow-up. Verified patients continue through pre-visit intake without manual portal checks.
If / else on insurance statusStaff email alertsPatient tags
Features in this workflow
File uploads
Custom fields
Auto patient creation
Automated emails
Insurance verification
Formisoft Flow
Email notifications
Expected results
80%
Fewer eligibility surprises
Pre-visit
Verification timeline
Zero
Insurance card photocopies
Ideal for
Practices with high claim denial rates
Billing teams that verify eligibility manually
Offices that want insurance info before the visit
Multi-payer practices with complex verification needs
Common questions
Does this replace my billing team's eligibility checks?▾
For most active plans, yes — Formisoft runs a real-time eligibility check and writes verified status, plan name, and copay details to the patient chart. Your team only steps in when verification fails or returns an ambiguous payer response.
What do patients need to complete?▾
They upload front and back photos of their insurance card and enter member ID, group number, and carrier. Everything else — patient record creation, verification, and staff alerts — runs automatically in the background.
Which plan includes automated verification?▾
Real-time eligibility checks are included on Formisoft Pro — 250 verifications per month, then $0.20 each. Insurance card capture and intake forms work on Standard and Pro.
What happens when verification fails?▾
The flow branches: billing receives an email, the patient can be tagged for follow-up, and intake can pause until someone resolves coverage. Verified patients continue through your pre-visit sequence without manual portal work.
Do I need anything configured in settings?▾
Yes — add your practice NPI in organization settings so eligibility requests include the correct provider identifier. You can customize the flow timing, email copy, and tags in Formisoft Flow.
Turn on Insurance Verification for your practice
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
