Salesforce Healthcare Automation

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

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

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

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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.

Digital signature collection

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

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Powerful security and compliance

Formstack for Salesforce offers a plan built for organization who need to maintain HIPAA compliance standards so you can collect and manage sensitive health data and keep your peace of mind.

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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.

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.