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Formstack + Salesforce Health Cloud

Formstack + Salesforce Health Cloud

Combine the power of Forms for Salesforce with Health Cloud to create exceptional patient experiences, break down data silos, and streamline healthcare processes at scale.

Transform your healthcare workflows

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

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

Scale your workflows with ease
Scale your workflows with ease

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

Create a single source of truth
Create a single source of truth

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

Enhance the patient experience

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Simplify key healthcare processes

Patient Onboarding
Streamline the patient intake and onboarding experience to boost staff productivity and enhance patient care.
Appointment & Visit Management
Manage appointments and visits more effectively so your team can be more efficient and better meet the needs of your patients.
Insurance Authorization
Automate the insurance authorization process so you can safely collect, manage, and authorize patient insurance information.
Patient Screenings
Collect data that helps you better understand current health statuses and continuously build on a 360-degree view of your patients.
Healthcare Marketing
Create personalized digital experiences that help you generate more healthcare leads and improve patient engagement.
Medical Devices
Simplify the management of medical devices with forms that let you handle inventory requests, submit orders, and more.

Manage patient data with easy-to-use tools

View All Features
Native Builder
Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.
Native Builder
Collect data and create seamless experiences with Salesforce forms that can be built directly on Force.com. No tedious mappings or integrations required.
Progressive Data Capture
Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.
Progressive Data Capture
Connect forms to any standard or custom object, dynamically prefill fields with existing data, and easily verify and update records.
One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
One-Click Salesforce Documents
Add a custom Documents button to any object to create documents based on individual records with a single click.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Flexible Rules Engine
Create rules that let you route data to multiple documents at once, add conditional logic, and send completed files to third-party apps.
Digital Signature Collection
Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.
Digital Signature Collection
Use Documents for Salesforce and Formstack Sign to send Salesforce documents for review and signature via text message or email.
HIPAA Compliance
Safely collect and manage sensitive health data with forms that align with Health Cloud and live in Salesforce’s high-security environment.
HIPAA Compliance
Safely collect and manage sensitive health data with forms that align with Health Cloud and live in Salesforce’s high-security environment.

Ready to get started?

Learn how our no-code suite of products can help you automate
the processes that matter and boost productivity.

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