Healthcare Workflow Automation

Automated clinical workflow,
Better patient care.

Transform healthcare management with smart workflows that handle medical supply requests, referrals, appointment scheduling and more. Automatically route submissions to the right departments for quick approvals, keep track of inventory in real-time, and manage patient documents with ease.

Request demo Start with templates

90%

More optimized results

5+ Hours

Daily saved time with automation

Used In

+788,714

Business applications

An all-in-one solution for healthcare teams

$2.6M

Annual savings from automation

Deliver better patient care with smart workflow automation

Discover how automated workflows can transform your healthcare facility. From patient intake to follow-up care, Formaloo's intelligent systems handle the administrative work so your team can focus on what matters most delivering outstanding patient experiences.

Automate patient intake and scheduling with secure forms

Create custom, HIPAA-compliant intake forms that securely collect patient information. Automatically send form submissions to the right team members, schedule appointments, and trigger real-time email notifications—all visible through live dashboards for instant insights.

Accelerate referrals, approvals, and signatures

Streamline referrals with workflows that direct each request to the appropriate team for approval and digital signatures. Instantly notify the right people, update statuses, and keep patient care moving without delays.

Organize inventory and patient records with full compliance

Track inventory and manage patient records with ease, generating custom and secure PDFs for documentation. Stay HIPAA-compliant with real-time analytics dashboards and email alerts that keep your team informed and ready for every patient need.

Improve patient experiences with custom healthcare workflows

Secure your most valuable asset: Your patient data.

Learn more about security

Secure Patient Portals

Provide patients with a secure online portal to access their health information, manage appointments, and communicate with healthcare providers, enhancing engagement and satisfaction.

HIPAA Compliance

Ensure all workflows and data management practices adhere to HIPAA regulations, protecting patient privacy and maintaining the integrity of sensitive health information.

Digital Signatures

Enable the secure signing of documents and forms electronically, streamlining approvals and reducing paperwork while maintaining compliance with legal and regulatory standards.

Appointment Booking

Simplify the scheduling process with automated appointment booking that allows patients to choose their preferred times, reducing no-shows and optimizing staff schedules.

Access Management

Control who can access specific patient information and workflows, ensuring that only authorized personnel can view or edit sensitive data.

Email Notifications

Keep patients and staff informed with automated email notifications for appointment reminders, status updates, and important alerts, improving communication and efficiency in care delivery.

Included in your Healthcare workflow automation solution:

Provide your healthcare team with flexible tools that boost productivity and improve performance. Empower collaboration to ensure seamless patient care and efficient operations.

Contact sales

On-premise (self-hosted)

Store and manage all of your data on your own servers for extra security and compliance.

Unlimited tools

Empower every team in your organization with the perfect tools for their needs, without restrictions.

Dedicated success manager

We constantly maximize the value you receive with ongoing services like onboarding, training, and support.

SAML-based single sign-on

Securely integrate with your identity provider and enable users to log in with SSO.

Database encryption

Safeguard your sensitive information with industry-standard database encryption. Keep your data protected, even in a breach and focus on what matters most

Add-on professional services

As your needs evolve, Formaloo's support team can help you with the design, prototyping, and implementing additional solutions.

HIPAA compliance

Manage protected health information (PHI) securely with HIPAA compliance support.

Included professional services

Enjoy dedicated assistance from our expert team, ready to answer your questions.

Our customers love us

An award-winning platform

Loved by banks, hospitals, governments, and more!

Based on 1,000+ reviews

Average rating of our customers' reviews

Munib Alahmadi

Javalogix, Data Analyst

Perfect & easiest solution to create custom CRM. Formaloo provides many templates to get started with various use cases. The customer support is excellent. They respond right away and answer all your questions. They even send you video responses to show you how to fix whatever issue you are having and even offer different solutions.

Felix Rios

Surfaces, Purchasing Lead

There are many many things that can be done with Formaloo. I like the idea of not be limited to something in specific. It helps me to make developments with no code.

Dominik Froehlich

University of Vienna, Senior Lecturer

Formaloo is a super flexible survey/app building tool that allows the easy creation of apps. In fact, what I like most are the templates - they really showed me new ways of how to make use of type of software!

Domingo Puerto Gomez

Fercave Advisors, Marketing & advertising

What I like the most about Formaloo is that you can make custom forms. Formaloo is great for making forms and surveys and managing the collected data.

Erik Wolf

Founder of the Culinary Travel Trade Industry

Ease of use, folders for projects, as easy to use for forms as Canva is for image editing. Forms are much easier to create in Formaloo, especially any forms that require advanced logic or payment, which are a pain to do in the other systems.

Calvin Sue

Himalive, Researcher

Formaloo is a great form & survey builder for agencies as each client can be given permissions/access for each individual form. Also, each form can have it's own CNAME! No other form builder that I know of has this feature. Not only that, but they have all the features I would expect from a form builder.

Jerry J O Brien

Sonra, VP of Strategic Alliances

Just what I was looking for! I love Formaloo because it is Simple and easy to use. I use it to survey my clients, to better understand them.

Elma Pena

The Nontech Techie, Co-founder

Easy to use form builder and survey maker. Formaloo is easy to use, customer support is responsive, and it has lots of templates. It's easy to integrate Formaloo forms and surveys on the website.

Maarten van Rijn

Simply Enak, Partner & Digital Marketing Expert

Formaloo is versatile in the ways it can be used. From a simple contact form all the way to an app with multiple results that interacts with other software in your business. It's easy to use and has a very quick way to get your forms and apps built. Many of the apps I created took under a day to build.

Automated clinical workflow,
Better patient care.

Deliver better patient care with smart workflow automation

Automate patient intake and scheduling with secure forms

Accelerate referrals, approvals, and signatures

Organize inventory and patient records with full compliance