Guide

Guide to No-Code Workflow in Healthcare

Guide

Guide to No-Code Workflow in Healthcare

Guide

Guide to No-Code Workflow in Healthcare

Guide

Guide to No-Code Workflow in Healthcare

Guide

Guide to No-Code Workflow in Healthcare

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Guide

Guide to No-Code Workflow in Healthcare

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Guide

Guide to No-Code Workflow in Healthcare

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Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

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Guide to No-Code Workflow in Healthcare

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Guide to No-Code Workflow in Healthcare

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Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Panelists
No items found.
Infographic

Guide to No-Code Workflow in Healthcare

Read this guide to discover how you can quickly implement these examples to improve workflow in healthcare using no-code solutions.
Download InfographicDownload Infographic

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

Join the No-Code Revolution with Powerful Healthcare Automation

Are you struggling to take control of projects at work? Are you reliant on the IT team when you need to implement new systems? Are inadequate processes, outdated technology, or complicated tools slowing down your workday?  

If you shook your head yes to any of the above questions, you are not alone. In our 2021 No-Code Economy Survey, respondents said a lack of technical resources results in 28% of employees getting held back on projects and/or initiatives. This same lack of resources leads to 59% of projects being sometimes or often delayed.


These are harrowing statistics for healthcare professionals, considering they work in an industry that constantly faces the unexpected. With tight budgets, limited resources, and ever-evolving patient needs, there’s no time to waste waiting on IT or dealing with inefficient processes. Luckily, a change in the healthcare technology landscape is providing ways to break free from the common pitfalls holding providers and hospital systems back. What is driving this change? The rise of no-code software

You may not understand no-code by the name alone, but chances are you’re already using tools and tech based around its concept. In the last year, many healthcare providers have realized they can no longer function on the systems, processes, and tools they’ve always relied on. 

Working through a worldwide pandemic proved how quickly technology can help reimagine the way work gets done. From eliminating physical interactions and paper workflows to transitioning to virtual meetings and events, the digital transformation we all knew was coming arrived well before many were ready to welcome it. No-code tools, apps, and platforms made it possible for healthcare providers across the world to keep up with the need for warp-speed digitization and innovation.

So what is no-code? And how can it transform workflows at your organization? This guide will help you better understand no-code and how it can be used to improve medical office efficiency and patient care. You’ll also get four examples of automation in education you can quickly and easily implement using Formstack’s no-code tools. 

What is No-Code? 

Is no-code a new term to you? You’re not alone. In fact, according to our survey, 82% of people are unfamiliar with no-code. If you search the term no-code in Google, you’ll discover many different definitions for the term, ranging from simple to complex. For this guide, we decided to develop our own definition of no-code:

“No-code is a type of software development that allows anyone to create digital applications without writing a single line of code. It involves using tools with an intuitive, drag-and-drop interface to create a unique solution to a problem. The resulting solution can take many forms—from building mobile, voice, or ecommerce apps and websites to automating any number of tasks or processes.”

No-code tools include software, systems, or products that allow users to build a solution without needing to know any code. These tools enable non-technical workers, in any department, to create the processes, products, and tools they need to get work done—without needing support from IT. They help organizations become more digitally agile, which makes it easier to edit, change, and adapt workflows with limited investment of time, money, and technical resources. 

This type of software provides you a visual arena to build your process, usually with a drag-and-drop menu of options. From onboarding patients and collecting medical histories to generating patient invoices and accepting payments, no-code makes it extremely quick and easy to develop solutions to your most difficult problems. 

Ways No-Code Can Improve Healthcare Automation

Now more than ever, healthcare providers need to be able to quickly adapt to the ever-evolving digital world. Patients expect digital-first experiences, streamlined data access, and shorter wait times to see providers. Your healthcare organization will see patient satisfaction rates steadily drop if you’re unable to meet these patient expectations. 


Whether you’re a large hospital system or a small medical office, your ultimate goal is to improve patient engagement, outcomes, and satisfaction. Curating a streamlined and positive patient experience starts with your internal processes, efficiencies, and tools. Achieving your goals, regardless of department or role, depends greatly on having the right tools and processes in place. 


No-code is on the brink of changing the way people work—from automating repetitive, time-consuming tasks to building entirely new processes, products, and applications in just days versus months. Adding no-code tools to your healthcare tech stack can enable workers of all technical levels to achieve great results with less time, money, resources, and infrastructure. Here’s how no-code tools can benefit every aspect of the patient journey, from appointment scheduling to patient discharge. 

Minimize Reliance on IT 

When your IT team is stretched thin and serving several departments across your organization at once, it can be difficult to get in their queue. Yet many complicated software systems require coding, which means IT has to help get your projects off the ground. 

With no-code, you no longer have to rely on your IT team to build, test, or launch new tools, apps, or workflows; employees of all technical skills can quickly learn how to use them on their own. Plus, you can easily make edits and adjustments and see them in real time.

Your IT team will be thankful when you approach them about adding no-code tools to your healthcare tech stack. By enabling your team or department to be more autonomous, IT can focus their time on the technical tasks that require their expertise and abilities.

Accelerate Turnaround Time 

As a healthcare professional, you may be engaging with or facilitating engagement with dozens of patients each day. You don’t have time to waste when trying to develop a new project or improve an existing process. 

While traditional software may require months to learn the system, onboard employees, and develop, no-code tools take nowhere near this time to implement. Many healthcare organizations can get up and running with no-code tools in mere weeks. In fact, our survey revealed that 50% of people choose to use no-code tools because they are easier to use and faster to develop than traditional software. 


When your next project requires a quick turnaround time, you’ll be ready. Whether it’s spinning up healthcare marketing workflows or streamlining how departments collect, store, and share data, no-code tools can help you get from idea to solution much faster. Because many no-code tools easily integrate with common EHRs, you’ll be able to connect them to the most important tools in your healthcare tech stack. 


Simplify Processes Across Departments 

Whether you work for a small or large provider, most healthcare organizations struggle to achieve their data interoperability goals. From incorrectly inputting data from paper forms to tackling inconsistencies with how data integrates across tools, it can be incredibly difficult to streamline healthcare processes. This can create dangerous data silos that impact productivity, security, and information management.


Working in silos leads to poor data management, inefficient systems, and loads of manual work. No-code tools can help minimize, and even eliminate, many of these issues. Because no-code software can be used by employees of all skill levels and technical knowledge, it can easily fit into any department’s tech stack. This enables you to rely on one tool to streamline processes and workflows across many departments. No more paperwork, manual data entry, or complicated systems to learn. 

Control Workflows from Start to Finish 

When you need to rely on others to get your work done, it can create huge bottlenecks that are mostly out of your control. From relying on IT to implement a tool or update an integration to awaiting approval from a manager or tracking down paperwork, there are plenty of roadblocks that can impact your productivity. 


No-code software puts the power to build in your hands, allowing you to update a web page, digitize assets, create robust workflows, and collect data. With a tool like Formstack, you can oversee the entire workflow from start to finish, enabling you to see, adjust, and fix any issues or bottlenecks in real time. 

With no-code tools, you can quickly adapt to the needs of doctors, nurses, and administrative staff without ever needing to submit a support ticket to IT. Easily automate many of your most tedious tasks, such as entering new patient data, sending eSignature reminders for patient consent documents, or generating specialist referrals

How No-Code Moves Patient Care Forward 
The pandemic forced many healthcare organizations to reimagine their processes. JoAnne used no-code technology to help her healthcare clients digitize quickly.


3 Examples of No-Code Automation in Healthcare

Still manually entering patient data into your EHR, struggling to digitally engage with patients, or failing to successfully share data and send referrals? It’s time to end these inefficient processes and upgrade your workflows to something better by using no-code workflow automation. 

Formstack’s no-code technology can empower your team to achieve more in less time. From completing daily tasks to building brand new systems and processes, you can build the workflows you need without relying on IT or needing to know how to code. 

We specialize in helping healthcare providers streamline their processes and take control of their data management across medical offices and entire hospital systems. Here’s how to use Formstack to streamline some of the most common healthcare workflows. 

Patient Onboarding

Your registration process is one of the first interactions your patients have with your organization. Meeting patient expectations with a digital-first onboarding experience is critical to engaging and retaining them. Easily gather the medical history information you need, generate and collect signatures on consent documents, automate appointment reminders and communications, and follow up with a satisfaction survey.

Products: Forms · Documents · Sign 
Features:
  Email Confirmations and Notifications · eSigning Reminders  
Templates:
Patient Registration Form · Medical Consent · Patient Satisfaction Survey  
Optional Integrations:
Google Calendar · PayPal · OneDrive
Patient Registration 

Onboarding new patients is no easy feat. There’s handwriting to decipher, information to enter, and signatures to store. Yet streamlining these procedures is one of the best ways to improve the patient experience and minimize wait times. Now, you can get new patients added to your database faster and more securely than ever. Using a digital patient registration form, you can  say “goodbye” to clunky paper-based processes and time-consuming manual data entry. Collect vital patient information quickly, efficiently, and in a HIPAA compliant manner.

Pro Tip: Have multiple forms you’d like your patients to complete at once? Portals can help you bundle new patient forms together in one place. 

Medical Consent Forms

Don’t ask your patients to provide you with the same information over and over again. Simply have your patient fill out the initial onboarding form and use that data to populate any additional consent or confirmation documents you may need signed, such as patient consent for electronic health information exchange. You can use automated reminders to ensure your patients complete and sign the documents quickly. 

Patient Satisfaction Survey 

A well-designed patient satisfaction survey can help your healthcare organization stay on track and continue to meet patient expectations. Use powerful conversion tools—like A/B Testing, Partial Submissions, and Field Bottlenecks—to secure more survey submissions. Avoid survey abandonment by using Conditional Logic to only show questions relevant to the survey taker. Address negative feedback quickly with automated emails that route data to the right employee based on how patients answer particular questions.


Medical Invoicing

Streamline your back office efforts by creating a single, simplified invoicing process. Securely accept online payments with branded forms, and automatically generate receipts and thank you letters. Give your team more time to focus on patients by automating everything from invoice generation and payment collection to receipt generation and patient follow-up. 

Products: Forms · Documents 
Features:
Secure Online Payments · Automatic Document Generation · Dynamic Document Content
Templates:
Blank Invoice Template · Authorization for Automatic Payment Form · Receipt Template  
Optional Integrations:
PayPal · SharePoint · Salesforce
Generate Your Invoices 

When it's time to send out invoices to your patients, simplify your workflow by generating documents with data housed in the systems you use every day, like Salesforce. Put Formstack Documents to work as your invoice generator and start creating sleek, professional invoices for your patients. Formstack Documents offers multiple delivery options so you can quickly share completed invoices with patients and automatically save copies in your CRM or cloud-storage app.  

Related: Learn how you can eliminate paper invoices with the power of Formstack Documents and Salesforce
Secure Online Payment Collection

Patients can quickly, easily, and securely submit payments to your medical office or hospital system through a mobile-friendly online payment form. Choose from a variety of payment options, and rest assured donations are captured safely with PCI compliant forms. Create multiple versions of your standard payment form, or use Smart Lists to manage field options for different providers across multiple forms. 

Automatic Payment Receipt Delivery 

Within minutes, patients can receive a clear, concise, and personalized receipt straight to their inbox. Once this document automation is set, you can simply let it run in the background without any manual data entry or manipulation. Every time a payment form is submitted, the receipt generation will run automatically.


Thank You Letter and Follow-Up 

Finding creative ways to add touchpoints with your patients is an important way to boost engagement, ensure they attend follow-up appointments, and ultimately improve outcomes. Automatically customize thank you letters using dynamic content pulled from the data on your payment submission form, and send to patients after they’ve completed their payment. This is a great way to show patients you care, and you can add conditional logic to your documents to remind them of upcoming appointments or care instructions. These patient communications can be sent to external storage, or data can be stored in your CRM. You can even add links to your patient satisfaction survey to encourage more responses. 

Patient Referrals

Patient referrals can be a tedious and time-consuming process, especially if you're still using paper forms and documents. This no-code workflow will simplify patient referrals and track data in ways you'd never be able to with paper. Minimize time spent on referral forms to maximize time with patients. 

Products: Forms · Documents · Sign
Features:
Conditional Logic · Advanced Data Routing · Mobile Signing   
Templates:
Doctor Referral Form · Patient Referral Form · Home Health Referral · Long-Term Care Referral
Optional Integrations
: Airtable · Excel · Dropbox
Route Data Securely

Collect and share personal healthcare information across any device, while keeping patient data safe and secure with our HIPAA compliant solution. Formstack encrypts data and safely stores it in a database, keeping your organization compliant with HIPAA regulations. With this patient referral form template, you have full control over who views the information and can track user activity. We also provide HIPAA compliant integrations to simplify your healthcare data collection.

Securely Store Files

With a patient referral form template, you can upload and share medical files safely and securely. Using one form to transmit all your patient information will help you save time, minimize the possibility of errors, and house important data in one place. Uploading charts and medical history to a referral form is especially helpful if you refer patients to highly specialized doctors or handle very complex cases. From genetic tests and lab results to clinical notes and general medical records, all files uploaded on this template can be shared quickly and securely.

How to Get Started with No-Code Workflow Automation 

If you’re ready to be less reliant on your IT team and more in control of your daily workflows, we have an interactive checklist that can help you choose the right no-code solution for your healthcare organization. Click below to access and use this fillable resource to organize your thoughts, outline what you’re looking for in a solution, and prepare your team for implementation. 

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