Patient Intake

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.

How it works — 5 steps

1
Step 1 of 5

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
2
Step 2 of 5

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
3
Step 3 of 5

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
4
Step 4 of 5

Patient record is auto-created

Formisoft extracts demographics from the submission and creates a patient record with all documents attached.

Auto patient creationDocument linking
5
Step 5 of 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 used 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

Build this workflow for your practice

Start with a template, customize your forms, and go live today. Every feature in this workflow is already built into Formisoft.

$79.99/mo · 14-day free trial · Cancel anytime