Manage patient registration, consent, treatment documentation, and discharge records in one structured flow. Forms Made Easy ensures every required form is available at each stage, making healthcare processes smooth and error-free.
Create, manage, and publish healthcare forms directly within Salesforce. Build forms for patients, staff, or feedback without external tools using our Salesforce Form Builder for Healthcare. Ensure all forms capture the exact data required for your workflows.
Select from pre-built templates for common forms, such as patient intake forms, consent, or referrals. Templates include all required fields and structure for the workflow. Customize templates by adding, removing, or rearranging fields as needed.
Drag and drop required fields into your form to include patient, staff, or case data. Each field automatically links to its corresponding Salesforce object. The no-code form builder fields can be reordered or removed instantly to customize the form layout.
Set fields to appear or hide based on responses entered in the form. Display additional questions only when specific conditions are met. This allows forms to collect relevant information without showing unnecessary fields.
Publish forms using QR codes, links, embedded portals, or emails. Users can submit forms from any device or location. Each submission is captured immediately and routed to the correct workflow or record.
Save all form submissions directly to Salesforce records. Each submission updates the correct object, such as patient, case, or staff records. Data remains structured, accessible, and immediately usable in workflows or reports.
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Create secure Salesforce forms backed by trusted security and compliance standards. Forms Made Easy helps ensure every submission is protected while meeting important data security requirements.
Aligned with AICPA SOC 2 Type II standards, which focus on strong data security and operational controls. This ensures systems follow strict processes to maintain data privacy, availability, and integrity.
Supports HIPAA standards to help protect sensitive healthcare and patient information. This ensures medical data collected through forms is handled with strict privacy and security controls.
All form data is protected with 256-bit encryption, one of the strongest security standards used worldwide. This keeps information safe during transmission and storage, preventing unauthorized access.
Built to align with GDPR regulations, which protect the personal data of individuals in the European Union. This helps organizations collect and manage EU user information responsibly and securely.