Launch a seamless patient signup & scheduling flow in a few hours
A branded patient signup flow that's optimized for conversion and operational efficiency used to require months and an engineering team.
Now, Morf is teaming up with Formsort and Healthie to make it effortless to kickstart your business or new service line.
How it works
Get setup with our partners, Formsort and Healthie
Morf hooks everything up to go live!
Get a centralized view of your leads and patients
Track where a lead is in your signup and intake flow and use the data you collect to personalize experiences.
Enable patients to match with the right provider
Keep provider bios, state licensing, and in-network insurances up to date in the Morf admin dashboard so patients can see personalized availability when scheduling.
Easily monitor activity across all of your workflows
In Morf's dashboard, you'll be able to see every step your leads and patients take, diagnose issues easily, and use those insights to improve your flows.
Track conversion in Meta and Google
Morf enables HIPAA-compliant tracking of return on ad spend. We'll send conversion events from your onboarding flow, monitoring the journey from a lead landing on your website to completing a visit.
Gabe Strauss
Head of Product at Noma Therapy, Morf Customer
“Using Formsort's no-code form builder and Morf for backend orchestration, not only were we able to launch our signup flow up quickly, but we now have the flexibility to experiment rapidly without engineering.”
Workflows Menu
Show:
Signup Flow & Patient Chart Creation
Create a branded Formsort flow for patient signup, making the experience delightful for your patients. Create patient records in your EHR once they convert and/or book an appointment
Signup Abandonment Comms
Send abandonment emails or SMS when someone drops off your signup flow
Scheduling During Signup
Enable prospective patients to view availability within your branded signup flow and schedule right then and there
Provider Patient Matching
Enable prospective patients to view availability based on state licensing, insurance and/or specialties
Welcome Comms
Send a welcome email when someone schedules an appointment or converts in your signup flow
Task Management
Create tasks in Healthie when someone schedules an appointment, for example to complete a benefits check
Formsort Intake Form Reminders
Send email or SMS prompting a new patient to complete intake forms after they signup
Healthie Intake Form Reminders
Send email or SMS reminders to complete intake forms before an appointment
Appointment Reminders
Send up to 4 reminders for scheduled appointments. The cadence and content is up to you
Conversion Events
Send conversion events to your ad platforms, all the way through to an appointment occurring
Conversion Reports
Get a weekly conversion report across your signup and intake flow
Metrics Logging
Log patient progress metrics in Healthie when someone completes a scored assessment
Patient Assessments
Send regular reminders to complete assessments throughout your program. The cadence, content, and durations is up to you
Existing Patient Scheduling Flow
Create a branded scheduling flow for existing patients that integrates with your EHR
Rescheduling & Cancellation Flow
Create a branded reschedule and cancel flow for existing patients that integrates with your EHR, collects cancellation reasons and generates a weekly report
Custom Workflows
Automate any workflow using our builder and integration library. Only available with the Grow plan
Select a Morf Health Plan
Plans:
Monthly Active Patients
Someone who has a medical record in your EHR
Monthly Active Leads
Someone you have contact info for, but no medical record
Pre-defined Workflows
See menu
Custom Workflows
Custom Scheduling UI
Shared Slack Channel
Start
up to 200
up to 1,000
choose 3
up to 36 hour response time
Run
up to 500
up to 5,000
choose 8
up to 12 hour response time
Grow
custom
custom
optional
custom
up to 6 hour response time
*Formsort and Healthie subscriptions are not included in Morf Health plans.
Jump start your business
Morf's seamless signup, intake, and custom scheduling is coming soon. Promising a solution to months of work in just 2 days!