Formstack & Salesforce Health Cloud

Transform your healthcare workflows

With Forms for Salesforce, you can collect and manage data with comprehensive healthcare forms that match the Salesforce Health Cloud data model. Easily create secure workflows that help you keep records up-to-date and manage patient data efficiently throughout the healthcare journey—all without needing to leave Salesforce.

Enhance the patient experience

Patients should never have to fill out the same information twice. With data prefill, you can generate digital forms that are prefilled with information from your Salesforce records. Create smooth, personalized experiences for your patients while reducing the need for manual work.

Scale your workflows with ease

Create compliant healthcare processes that can scale as your needs evolve. Formstack aligns with Salesforce Health Cloud, making it easy to build forms that can update multiple records at once and set up flexible workflows that match your Salesforce data model.

Create a single source of truth

By connecting Forms for Salesforce to Health Cloud, you can quickly generate comprehensive patient health records. Track submissions on an easy-to-use dashboard, and ensure data stays accurate by using upsert to update records and prevent duplicates.

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Simplify key healthcare processes

Patient Onboarding

Streamline the patient intake and onboarding experience to boost staff productivity and enhance patient care.

Appointment & Visit Management

Manage appointments and visits more effectively so your team can be more efficient and better meet the needs of your patients.

Insurance Authorization

Automate the insurance authorization process so you can safely collect, manage, and authorize patient insurance information.

Patient Screenings

Collect data that helps you better understand current health statuses and continuously build on a 360-degree view of your patients.

Healthcare Marketing

Create personalized digital experiences that help you generate more healthcare leads and improve patient engagement.

Medical Devices

Simplify the management of medical devices with forms that let you handle inventory requests, submit orders, and more.

Manage patient data with easy-to-use tools

Native Builder

Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.