Formaloo

Case study | Formaloo platform

How a U.S. pharmaceutical giant uses Formaloo to improve efficiency by 60% and support 2,000 healthcare institutes

See how a U.S. pharmaceutical giant used Formaloo on-premise to support 2,000 healthcare institutes and improve workflow efficiency by 60%.

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Prescription workflow automation for a global pharmaceutical company

Industry

Healthcare

Company size

Enterprise

Products

+60%

Workflow efficiency

2,000

Healthcare institutes

-25%

Operational expenses

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The challenge

A prescription network of 2,000 institutes had outgrown its core system

A giant U.S. pharmaceutical company was managing prescriptions across international branches, partner hospitals, and insurance providers. Its network included 2,000 healthcare institutes in multiple countries. At that scale, prescription management was no longer a simple data-entry task. Every record had to move through several organizations, user roles, approval steps, and regional requirements before a claim could be processed.

The company’s existing system struggled to keep pace with that operating model. It lacked the flexible access management needed to separate data by branch, hospital, insurer, and region. Teams could not easily give every participant the information required for their part of the process without exposing records that belonged elsewhere.

  • Doctors and staff relied on repeated data entry and paperwork to initiate and update prescriptions.
  • Pharmacists, medical staff, hospitals, and insurers each needed a different view of the same workflow.
  • Claims processing depended on a reliable connection with U.S. insurance services.
  • International branches needed workflows that could adapt to country-specific policies and privacy requirements.
  • The platform had to support high prescription volumes and 2,000 separate healthcare institutes without fragmenting operations across disconnected tools.

This was not a search for another standalone form builder. The company needed a configurable operations platform that could run on its own infrastructure, automate the full prescription lifecycle, enforce granular permissions, and connect directly with the wider insurance ecosystem.

The solution

Formaloo became the workflow layer for prescriptions, approvals, and claims

The company deployed a dedicated version of Formaloo on its own servers. The on-premise setup gave the team control over where its data was hosted while preserving the flexibility of Formaloo’s no-code platform. Formaloo completed the implementation in five days with one-time access to the company’s servers, then continued to provide updates and maintenance.

The pharmaceutical team used Formaloo to connect the entire prescription workflow rather than digitizing one isolated step:

  1. Doctors initiated prescriptions through smart forms. They could prefill prescription details instead of entering the same information repeatedly.
  2. Formaloo logged each record in the relevant workspace. Data stayed organized around the appropriate branch, hospital, or institute.
  3. AI-driven form logic routed the prescription. The workflow moved records through verification and the company’s configured approval chain without relying on manual handoffs.
  4. Medical teams worked from role-specific views. Pharmacists and staff could access the prescriptions relevant to their branch or hospital.
  5. Approved claim data moved to insurers through Formaloo’s API. The connection with U.S. insurance providers reduced duplicate work and supported faster claims processing.
  6. Authorized teams followed progress in one system. Controlled data segmentation and audit trails helped the company coordinate work across organizational and geographic boundaries.

Workspace segmentation made one platform usable across 2,000 institutes

The company created separate Formaloo workspaces for 2,000 healthcare institutes. Each hospital or branch could manage its own forms, databases, and workflows while remaining part of the wider operating system.

More than 10 access levels gave the company precise control over apps, folders, forms, and individual data rows. Hospitals saw the data inside their own workspace. Insurance providers could retrieve the information required for claims. Internal teams received access based on their role and location. This permission structure let the company standardize the core prescription process without forcing every participant into the same data view.

Customization connected the workflow to real enterprise requirements

Formaloo’s open API connected prescription management directly with U.S. insurance services. Customizable forms, logic, databases, and approval chains allowed the team to adapt the workflow to different insurance policies and country-specific requirements.

The value came from combining these capabilities in one configurable platform: smart forms captured the data, workflow logic moved it forward, workspaces separated organizations, granular permissions controlled visibility, and the API connected claims to external insurers. That combination gave the company an operational system built around how its prescription network actually worked.

The impact

Enterprise scale without the operational drag

The source article reports a 60% improvement in overall efficiency after the company moved its prescription workflow to Formaloo. The strongest gains came from removing manual handoffs between prescription intake, verification, approval, and insurance processing.

  • 60% improvement in workflow efficiency: Doctors, medical teams, hospitals, and insurers could work through a connected prescription process instead of separate manual steps.
  • 60% shorter approval times: Automated routing and the direct integration with U.S. insurance services removed bottlenecks in claims processing.
  • 35% lower administrative overhead: Prefilled forms and automated workflows reduced manual data entry and paperwork.
  • 25% lower operational expenses: The company reported realizing its return on investment within the first six months.
  • 50% fewer communication delays: Role-based access and shared workflow status improved coordination between international branches, hospitals, and insurance providers.
  • 2,000 healthcare institutes supported: Separate workspaces allowed the company to operate at global scale while controlling data visibility by organization, role, and region.

The implementation itself took five days, allowing the company to move quickly from a system that constrained growth to one designed around its operating model.

For enterprise teams, the outcome shows that form creation is only one part of a high-stakes workflow. Deployment model, permission depth, automation, and API connectivity determine whether a platform can support the full operation. This pharmaceutical company used Formaloo as a self-hosted workflow layer that connected prescription intake to insurance processing while giving 2,000 healthcare institutes the access structure they needed.