Step 1
Create provider-specific intake forms
Build separate forms for each provider or specialty. Use templates and duplication to maintain consistency while customizing fields.
Form builderForm duplicationCustom fields
Practice Operations
Multi-Provider Practice
Different forms and schedules for each provider
Multi-provider practices need flexibility: each provider may have different intake requirements, availability, and downstream systems. This workflow uses Formisoft's form and scheduling features to assign provider-specific intake forms, display individual availability calendars, and route completed submissions to the correct provider or system via webhooks. Whether you're a group practice with 3 therapists or a clinic with 10 physicians, every provider gets their own tailored workflow.
At a glance
5
Steps
Playbook
Type
Flow
Formisoft
1
2
3
4
5
Create provider-specific intake forms → Set individual provider availability → Patient selects provider and books → Intake routed to the right provider → Provider reviews their own submissions
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
Set individual provider availability
Each provider's schedule is configured with their own working hours, appointment types, and buffer times.
Provider availabilityOnline scheduling
Step 3
Patient selects provider and books
The booking flow lets patients choose their provider, see available times, and book. The correct intake form is sent automatically.
Online schedulingAutomated emails
Step 4
Intake routed to the right provider
Completed submissions are associated with the correct provider. Webhooks can push data to provider-specific queues or external systems.
WebhooksSubmission routing
Step 5
Provider reviews their own submissions
Each provider sees only their patients' submissions. Patient records are created and linked to the correct provider.
Submission reviewAuto patient creation
Features in this workflow
Form builder
Form duplication
Online scheduling
Provider availability
Webhooks
Auto patient creation
Automated emails
Custom fields
Expected results
Per-provider
Customized intake forms
Automated
Submission routing
Zero
Manual form assignment
Ideal for
Group therapy practices
Multi-physician medical clinics
Specialty practices with different intake needs per provider
Practices growing from solo to group
Related playbooks
Scheduling & Booking
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From first click to chart-ready in minutes
View playbookPatient IntakePre-Visit Intake Automation
Every patient arrives chart-ready
View playbookScheduling & BookingFormisoft Telehealth Pre-Visit
Intake, payment, and consent before the Formisoft Telehealth call
View playbookTurn on Multi-Provider Practice for your practice
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
