loader
Logo Menu Icon
Blog

Stay ahead with the latest tips, trends, and expert insights

Product Overview

Discover what’s new, improved, and fixed in our latest updates

News & Events

Latest updates and announcements

Support Center

Get quick answers and step-by-step guidance whenever you need help

Resource Image

Build dynamic, AI-powered, no-code web-to-lead forms in Salesforce with Forms Made

Create Your First Form

Smart Healthcare Forms, Built Inside Salesforce

Create Salesforce forms for healthcare that capture patient, clinical, and operational data directly within Salesforce, ensuring information is structured, accessible, and ready for use across healthcare workflows.

Get Started for Free!
banner image

Streamlined Healthcare Process Flows

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.

Build Scalable Salesforce Forms Without Code

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.

Form Templates for Faster Creation

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 Fields

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.

Conditional Field Logic

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.

Multiple Publishing & Sharing Options

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.

Salesforce-Based Data Storage

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.

1 / 5
Patient intake
Contact.Name
Jane Cooper
Contact.Birthdate
Select a date
Contact.Phone
+1 555 0142
Continue
Date of birth
IfTaking medication is YesthenShow medication details
Patient intake
Jane Cooper
Currently taking medication?
Metformin
500 mg, twice daily
Continue
Patient intakeSubmitted
Full nameJane Cooper
Date of birth14 Mar 1988
Reason for visitAnnual check-up
Saved to Salesforce
1 / 5

Salesforce Secure Forms

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.

AICPA SOC 2 Type II

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.

HIPAA

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.

256-bit Encryption

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.

GDPR

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.

Enterprise Security

Your data.
Always protected.

Security Compliance
Security Compliance
Security Compliance
Security Compliance

Frequently Asked Questions

You can create patient intake, consent, referral, appointment feedback, clinical assessment, insurance, billing forms, etc. All forms are fully customizable to fit your healthcare workflows.
No technical skills are required. The drag-and-drop interface lets users add, remove, and reorder fields easily, making form creation simple for all team members.
Yes, forms can pull information from Salesforce records to auto-populate fields, reducing manual entry and minimizing errors.
All form submissions are saved directly in Salesforce, ensuring secure, centralized storage. Access permissions and audit trails maintain compliance with healthcare regulations.
Yes, conditional field logic allows fields to appear only when relevant conditions are met, keeping forms concise and relevant for each user.
Yes, forms can be duplicated and customized for different teams or purposes, ensuring consistency while meeting specific workflow requirements.