Booking, charting, photos, consents, inventory and checkout on one record, set up around your services, your protocols and your team. Missing something? If it belongs in Forma, we build it in.
Shown with an example practice, Juniper Aesthetics. Names and data are made up.
Four tools, one system
Her booking is in one app, her texts in another, her consent in a folder and her membership balance somewhere else. In Forma she's one record, and everyone in the practice sees the same one.
Your services and treatment packages on a page with your name on it, and memberships that track her credit balance.
Providers, rooms and the front desk on one calendar, and checkout at the desk.
Portal chat and her message history, in the same place as her record. Text and email sending is in progress.
Before and after photos and signed consents, filed on the visit they belong to.
A visit, start to finish
Ava books on Sunday night, signs her forms from her phone, is treated on Tuesday and checks out at the desk. Every step lands on the same record.
01BooksIn progress
Your services and treatment packages on one page. She picks up to three times in order, your front desk accepts one, and it's on the schedule.
02Consents
She fills in intake and signs consent from the client portal on her phone, or on the iPad in the room, and the signed copy files itself on her record.
03Treated
Tap the face to place each point, then pick the product and units. Before and after photos go on the same visit, so the next appointment starts from one screen, not three.
| # | Product | Units | Technique |
|---|---|---|---|
| 1 | Botox | 4 | Bolus |
| 2 | Botox | 4 | Bolus |
| 3 | Botox | 4 | Bolus |
| 4–9 | Botox | 2 each | Bolus |
Good movement at 2 weeks last time. Kept forehead light, 2u per point.
04Pays
Her membership credit comes off the invoice at the desk. Card, cash or a gift card, and the receipt lands on her record.
05Comes back
When the front desk books her next visit, her last chart, photos and membership balance are already there.
Charting does the paperwork
When a provider saves a point on the injection map, Forma takes the units out of the right lot and adds the line to the visit's draft invoice, in one step. No end-of-day tally, and nothing to type twice at checkout.
Units come out of the lot closest to its expiry date. Expired lots are never deducted from.
Each point adds its line to the visit's draft invoice, priced from the product. Checkout starts with the treatment already on it.
Edit a point and the stock and the invoice line move with it. Delete one and the units go back on the shelf.
Stock moves when the practice has Deduct automatically on (Settings → Inventory). With it off, charting still records what was used and still bills for it.
How we work
No two practices run the same way. We sit down with your team, map how your practice works and set Forma up to match.
A working session with your team. We learn how your day actually runs.
Your services, charts, forms, memberships and vendors, written down together.
Forma configured to match, using the settings you see here.
We move your clients, services and appointments for you, carefully, after the BAA is signed.
Regular check-ins after you go live. Requests that fit become settings every practice can use.
What we set up, in Forma today
Live01A chart type for each service
Swipe for forms, intake and stock settings
05Missing forms at check-in
We sign a BAA with your practice before any patient data moves.
It goes into Forma as a setting every practice can use, not custom code for one practice. We'll tell you plainly what fits.
Anything that weakens consent, records or privacy. Those stay as they are, whoever asks.
Runs the practice with you
Forma already takes routine work off your team with rules. AI comes next, only where it saves real time, and a person always makes the call.
The routine, handled
Predictable work runs on rules you can read. No AI needed.
AI drafts, people decide
AI takes the first pass at the writing. A person reviews, edits and signs.
In Assist, nothing goes to a patient until a person on your team sends it.
Know how the month went
Owner reports today. A plain-English analyst on top of them later.
No-show and cancellation rates, refunds and discounts, each with a drill-down to the records behind it.
AI front desk
ComingThe platform
Seven parts of the practice, one record underneath. Each capability says where it stands, so you know exactly what you get on day one.
3 live · 2 coming
4 live · 1 coming
4 live · 1 coming
3 live · 2 coming
4 live · 1 coming
3 live · 2 coming
2 live · 2 coming
Tell us how you run. If it belongs in Forma, we build it in as a setting every practice can use.
* Planned. Not affiliated with or endorsed by the named companies.
Security
Forma is hosted on AWS. We sign a BAA with your practice before any patient data moves. And these controls are in the product today:
Owner, admin, provider, staff and read-only roles. Providers see only their own clients.
After 15 minutes idle for staff, and 30 minutes for clients in the portal.
Every practice's data is isolated, and automated tests check that it stays that way.
Each time someone opens patient records, it's logged.
Archived client records are kept, never hard-deleted.
Book a walkthrough
Tell us a little about your practice. We'll walk you through Forma with your services, your team and your forms in mind, and answer everything you ask.
