Overview
Formsort is a managed, low-code form platform for building customizable form flows with conditional logic, API integrations, and testing tools.
Use Keragon to connect Formsort with Balance and initiate patient billing when an eligible form flow is finished or submitted. A configured workflow can send patient and service details to Balance, deliver digital statements by text and email, and automate follow-up through payment.
Exact triggers, actions, and data mappings depend on your Formsort flow and connector permissions. Contact Balance to confirm the workflow for your practice.
