Step 1
Patient books an available slot
Your public booking page shows real-time availability. Patients pick a provider, service type, and time slot that works for them.
Online schedulingProvider availability
Scheduling & BookingPopular playbook
New Patient Online Booking
From first click to chart-ready in minutes
The new patient online booking workflow eliminates the back-and-forth of phone scheduling and paper forms. Patients find an available time on your public booking page, fill out a full intake packet (demographics, insurance photos, medical history, and e-signatures), and pay online. Formisoft automatically creates their patient record so your staff can review everything before the visit.
At a glance
6
Steps
Popular
Type
Flow
Formisoft
1
2
3
4
5
Patient books an available slot → Intake form is sent automatically → Patient completes intake on any device → Payment is collected online → Calendar invite is sent …
Step by step
How this playbook works
6 steps from first patient touch to staff action — each maps to features already in Formisoft.
Step 2
Intake form is sent automatically
As soon as the appointment is booked, Formisoft sends a magic-link email with the intake form: demographics, insurance card uploads, medical history, and e-signature consent.
Automated emailsMagic-link access
Step 3
Patient completes intake on any device
The form is fully mobile-friendly. Patients fill it out on their phone, tablet, or computer with auto-save so they never lose progress.
Mobile-friendly formsAuto-save draftsFile uploads
Step 4
Payment is collected online
A Stripe-powered payment field collects the deposit or consultation fee as part of the intake flow. No separate payment link needed.
Stripe paymentsPayment collection
Step 5
Calendar invite is sent
Both the patient and provider receive an .ics calendar invite with appointment details, reducing no-shows.
Calendar invitesEmail confirmations
Step 6
Patient record is auto-created
Formisoft creates a patient record from the submission. Demographics, insurance, and documents are all linked. Staff reviews and the patient arrives chart-ready.
Auto patient creationStaff review
Features in this workflow
Online scheduling
Intake forms
File uploads
E-signatures
Stripe payments
Calendar invites
Auto patient creation
Email notifications
Expected results
70%
Less front-desk phone time
100%
Of intake completed before arrival
3 min
Average staff review time
Ideal for
Primary care practices adding online booking
Multi-provider clinics wanting a self-service patient experience
Practices looking to reduce front-desk phone time
New practices building their patient base
Related playbooks
Patient Intake
Pre-Visit Intake Automation
Every patient arrives chart-ready
View playbookPatient IntakeWalk-In Registration
QR code to chart-ready in under 5 minutes
View playbookScheduling & BookingFormisoft Telehealth Pre-Visit
Intake, payment, and consent before the Formisoft Telehealth call
View playbookTurn on New Patient Online Booking for your practice
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
