Step 1
Patient scans the QR code
A printed or displayed QR code in your lobby links directly to your intake form. No app download or account creation required.
QR code sharingPublic form link
Patient IntakePopular playbook
Walk-In Registration
QR code to chart-ready in under 5 minutes
Walk-in registration replaces the clipboard-and-pen experience with a modern, phone-based flow. Display a QR code in your waiting room that links to your intake form. Patients scan it, fill out demographics, upload insurance card photos, sign consent forms, and submit, all from their own device. Formisoft creates their patient record automatically so your front desk can focus on care, not data entry.
At a glance
5
Steps
Popular
Type
Flow
Formisoft
1
2
3
4
5
Patient scans the QR code → Patient fills out intake on their phone → Insurance cards and consent are captured → Patient record is auto-created → Staff reviews and calls the patient
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 fills out intake on their phone
The mobile-friendly form collects demographics, contact info, reason for visit, and any custom fields your practice needs.
Mobile-friendly formsCustom fieldsAuto-save drafts
Step 3
Insurance cards and consent are captured
Patients photograph their insurance card (front and back) and sign consent forms with their finger, all within the same form.
File uploadsE-signaturesPhoto capture
Step 4
Patient record is auto-created
Formisoft extracts demographics from the submission and creates a patient record with all documents attached.
Auto patient creationDocument linking
Step 5
Staff reviews and calls the patient
Front desk sees the new submission in real time, reviews the information, and calls the patient back. No data re-entry needed.
Real-time notificationsSubmission review
Features in this workflow
QR code sharing
Mobile-friendly forms
File uploads
E-signatures
Auto-save drafts
Auto patient creation
Real-time notifications
Expected results
< 5 min
Patient registration time
Zero
Clipboards in the waiting room
100%
Legible patient information
Ideal for
Urgent care centers with high walk-in volume
Dental offices accepting new patients
Clinics without a pre-visit intake process
Practices wanting to go paperless in the waiting room
Related playbooks
Turn on Walk-In Registration for your practice
Start from this playbook in Formisoft Flow — customize timing, copy, and branches, then go live in minutes.
