Formaloo for healthcare
Connect intake, follow-ups, reviews, approvals, and records in one AI-assisted operational system.
Trusted by teams worldwide
New intake request
NewPatient name
Alex Johnson
Date of birth
07/21/1984
Service requested
Care coordination
Preferred contact
alex.j@example.com
Submitted
Today, 9:42 AM
Missing information detected
Action requiredWe're missing a few details to move forward. Please provide the following:
Record summary
Ready for reviewPatient
Alex Johnson
Request ID
REQ-2024-0517
Service
Care coordination
Status
Complete
Assigned to
Care Team A
Last updated
Today, 10:28 AM
One system, every workflow
Four different workflows. One place they all live, with the same audit trail running underneath each one.
Built around your existing process, not a template you adapt to. Your forward-deployed engineer configures the routing, the approvals, and who sees what.
Referrals move from intake to specialist without falling into a shared inbox no one owns.
Exceptions get flagged, routed, and signed off with a record of exactly who approved what.
Identity verification, compiling, and release, handled the same way every time someone asks.
New patient information collected once, then routed everywhere it needs to go — insurance, scheduling, and the chart.
Track every license, certification, and renewal date without a spreadsheet someone forgets to update.
Staff can flag an incident in minutes, and it's routed to the right reviewer automatically — no paper form lost in a drawer.
Built for healthcare
High-stakes operations need traceability, control, and a system that adapts with your team.
01 · AUDITABILITY
Every approval, edit, and sign-off is tied to a person and time—so every decision has a defensible record.
Audit trail
Intake request #1042
Request submitted
via Intake Portal
Missing details collected
3 fields updated
Policy review approved
Reviewed and approved
Record locked
No further edits allowed
02 · BUILT AROUND YOUR POLICIES
Your forward-deployed engineer configures Formaloo around your existing approval chains and intake forms—not a generic template you have to bend around.
Policy workflow
Intake complete
Validate fields
Compliance review
Final approval
Decision rules
If details are missing →
Return for completion
If risk is high →
Add compliance review
When approved →
Lock record
03 · CONNECTED & CONTROLLED
Connect Formaloo to your identity provider and existing systems, with permissions and deployment controls that match your IT requirements.
Operational record
ConnectedAccess controls
Role-based access
Define access by role
Field-level permissions
Restrict access to fields
Data residency
Keep data in your region
04 · ONGOING PARTNERSHIP
Your FDE stays on after launch, adjusting the system as your process — or the regulations around it — change.
Implementation workspace
New approval rule
DeployedActivity
View all
Policy update reviewed
May 14, 2025 09:15 AM
Workflow version published
May 14, 2025 10:48 AM
Team notified
May 14, 2025 11:01 AM
Why Formaloo
Launch a new workflow in minutes
Scale from one team to the whole company
See every approval, every audit trail
Self-host it when your data can't leave the building
Case studies — placeholder content
3x
faster approval turnaround
[Placeholder case study blurb — swap in a real customer outcome about faster approvals here.]
[Name]
[Title], [Company]
60%
less time on audit prep
[Placeholder case study blurb — swap in a real customer outcome about compliance or audit time savings here.]
[Name]
[Title], [Company]
45%
fewer support tickets
[Placeholder case study blurb — swap in a real customer outcome about fewer support tickets here.]
[Name]
[Title], [Company]
Book 30 minutes with us. Bring your actual approval or referral process — we'll tell you honestly whether Formaloo + an FDE is the right fit before you commit to anything.
Book a call
Social proof — placeholder content
Trusted by healthcare teams
Placeholder stats and quotes below — swap in real customer names, quotes, logos, and numbers before this ships.
[XX+]
hours saved per week
[XX+]
teams running workflows on Formaloo
[$XXk]
average annual savings per practice
"[Placeholder quote about the audit trail, or the FDE relationship, or getting off spreadsheets — swap in a real customer line here.]"
[Name], [Title], [Health system]
"[Placeholder quote about how the forward-deployed engineer built their intake process without IT having to get involved.]"
[Name], [Title], [Clinic group]
"[Placeholder quote about compliance being able to see exactly what happened, when someone asks.]"
[Name], [Title], [Provider network]
"[Placeholder quote about switching off a legacy form builder without disrupting existing referral workflows.]"
[Name], [Title], [Regional health system]
"[Placeholder quote about self-hosting meeting a strict data residency or security requirement.]"
[Name], [Title], [Compliance-heavy practice]
"[Placeholder quote about how fast the team got a new approval workflow live without waiting on IT.]"
[Name], [Title], [Multi-location clinic group]