Enhance Your Healthcare Data Collection with Formstack’s New HIPAA Compliant Integrations

Written by Ashley Alexander on May 31, 2017

Posted in Formstack Updates, Healthcare

Tired of manually entering lead data into your healthcare CRM system? Need an easier way to create printable documents for your facility’s office? We’re happy to announce that Formstack’s Salesforce and WebMerge integrations are HIPAA compliant! You can now combine these integrations with Formstack’s online HIPAA forms to enhance your patient acquisition strategy and simplify your paper filing systems. Read on for a breakdown of everything you need to know about each integration.


In modern healthcare, the patient experience is paramount. As a care provider, you need to ensure that patients have a positive experience with your organization, from the first time they explore your services to the moment they walk out of their final appointment. Formstack’s HIPAA compliant Salesforce integration can help you improve the patient journey by letting you safely pass lead data and ePHI to your Salesforce account. Generate more healthcare leads for your facility and seamlessly manage contacts throughout the patient onboarding processall while maintaining HIPAA data security standards and your peace of mind.

HIPAA compliant

Formstack’s HIPAA compliant Salesforce integration can also help you:

  • Auto-update existing patient records
  • Attach more than one object to a single form submission
  • Add file uploads to your Salesforce records


Let’s face it. As much as you would like to, your organization can’t be entirely paper-free. There is still a need for paperwork in healthcare, but you can simplify your paper-based processes by connecting online forms to your facility’s filing system. With Formstack’s HIPAA compliant WebMerge integration, you can quickly collect ePHI and other sensitive healthcare information online, safely pass it to your WebMerge account, and create professionally formatted PDF documents that you can print out for your office. Use these documents to collect legally binding signatures from your patients and upload them into your healthcare system.

HIPAA compliant

Formstack’s HIPAA compliant WebMerge integration can also help you:

  • Create Word and PowerPoint documents
  • Send data to multiple documents with one form submission
  • Automatically email PDF documents to your front office

Both integrations are currently available to all users who subscribe to our HIPAA Plus plan and above. If you are interested in testing these integrations with our HIPAA forms, connect with our Sales team by clicking the link below. If you’re already on the HIPAA Plus plan, why not log in and try them out?