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Salesforce Healthcare Automation

Reimagine Salesforce healthcare automation

Simplify healthcare workflow management and create a unified patient experience with Formstack for Salesforce.

Realize your Salesforce vision

Formstack for Salesforce makes healthcare automation a seamless experience through powerful data collection, document generation, and digital signatures.
100% native form builder
100% native form builder

Our Salesforce form builder is 100% native, meaning you can avoid the hassle of ever having to map fields or sync data.

Progressive data capture
Progressive data capture

Continuously build upon your patient database without having to complete repetitive Salesforce forms.

Automated document creation
Automated document creation

Use the data you collect from medical forms to auto-generate custom healthcare documents and deliver them to patients with the click of a button, through a form submission, or after a record change.

100% native form builder
Digital signature collection

Automatically populate data into multiple documents at once and send them to patients and staff to sign from any device.

Powerful security and compliance
Powerful security and compliance

Formstack for Salesforce offers a HIPAA compliance plan so you can collect and manage sensitive health data and keep your peace of mind.

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Trusted by these industry leaders

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Seamless Salesforce healthcare automation solutions for every need

Patient Intake & Member Onboarding
Streamline the patient intake and onboarding experience to boost provider productivity and enhance patient care.
Physician & Member Referrals
Connect referrals to physicians to eliminate paper from the referral process and strengthen relationships across specializations.
Patient Screenings
Easily collect patient screening information that helps you better understand current health statuses and continuously build on the 360-degree view of your patients.
Appointment & Visit Management
Simplify appointment and visit management so you can be more productive and meet patient needs.
Patient Engagement
Create seamless, personalized experiences that meet each patient’s unique health needs, and engage them with feedback surveys that track back to Salesforce.
Insurance Authorization
Automate the insurance authorization process and safely collect, manage, and authorize patient insurance information.
Compliance

Meet industry standards with NativeCloud Pro

Meet industry standards

Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack has products and uses for every nook and cranny of your business. It’s an easy-to-use, robust platform that has all the tools and abilities you need.
Kyle Judkins
VP of Entertainment and Technology
Texas Legends
Formstack gives me the ability to collect, process, sign, and transform information. One of the great things is the value of having all that interoperability in one platform, compared to getting all of those services individually.
Mark Walcott
Executive Director Advancement Systems
University of Houston
I love having Formstack as something I can just reach for when my utility bag is empty. Formstack is a workplace productivity platform that you use to kind of reimagine how you do things and just make everything simpler.
Carolyn Swartz
HR Analyst
Formstack
Using Formstack was one of the best decisions we made this year. It’s flexible and adaptable, allowing you to achieve more with your data. It’s an incredibly powerful tool that can help you do so much more than what you're imagining.
David Taliaferro
Co-Founder & CEO
Lenderfit
Formstack gave us a turnkey solution around health screenings, testing, and health security. It’s allowed us to serve patients in a way that is not cumbersome and gets them in and out quicker.
Dr. Jonathan Spero
President, Founder, and CEO
InHouse Physicians

Ready to get started?

Learn how our no-code suite of products can help you automate the processes that matter and be more productive.