Healthcare & patient-centric workflow automation

Workflows

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.

Patient intake

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.

Referrals

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.

Records

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.

“Formaloo is a top-notch customer engagement platform allowing the creation pleasing forms, quizzes, customer portals, and even CRM systems without requiring any coding expertise.”

James Roberts

Business systems and analytics Director, City & County Healthcare Group

Security & compliance

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.

Integrations

Empower your workflows with integrations with your favorite tools

Enhance communication and collaboration among your healthcare team by integrating essential tools with Formaloo. Leverage powerful features and integrations to boost productivity, streamline operations, and improve patient care delivery across your practice.

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Microsoft

Zapier

Google Drive

Stripe

Slack

Twilio

Notion

Salesforce

HubSpot

Mailchimp

Trello

Shopify

What you'll get

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.

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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

+1,000,000

Daily active forms and apps in 100+ countries

4.7/5

Average rating from +1,000 customer reviews

19 hours/week

Average saved time for every team per week

“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.”

Munib Alahmadi

Javalogix, Data Analyst

“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.”

Felix Rios

Surfaces, Purchasing Lead

“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!”

Dominik Froehlich

University of Vienna, Senior Lecturer

“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.”

Domingo Puerto Gomez

Fercave Advisors, Marketing & advertising

“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.”

Erik Wolf

Founder of the Culinary Travel Trade Industry

“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.”

Calvin Sue

Himalive, Researcher

“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.”

Jerry J O Brien

Sonra, VP of Strategic Alliances

“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.”

Elma Pena

The Nontech Techie, Co-founder

“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.”

Maarten van Rijn

Simply Enak, Partner & Digital Marketing Expert

“It's easy to create forms that look attractive and increases response rate. The reporting dashboard is a great plus to keep track of responses. Formaloo helps me to create forms that are easy to complete, and more importantly visually appealing to increase response.”

Alex Wong C.

JLL, Regional Business Manager

“Simplicity and the general UI/UX that this website offers for surveys. Much more attractive and more patronizable than G products. Formaloo provides better and more personalized surveys for our clients”

Eni Lea H.

Bolt Director of Marketing

“Formaloo has a large library of form templates that makes it easy to get started with their platform. I've also used Formaloo to build out very complex assessment forms from scratch using advanced calculation logic and workflow. I'm really impressed with their continued development velocity.”

Nate H.

Bolt Director of Marketing

Choose how to get started

Self-serve

Build on your own

Free forever. No credit card required.

✓ AI-powered form builder

✓ Automated workflows

✓ E-signatures & Documents

✓ Client & team portals

✓ Dashboards & analytics

✓ Start fast with templates

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Concierge service

Get extra support

In a focused discovery session, we’ll map the current process, identify where AI and Formaloo OI can create measurable value, and outline a practical path to production.

✓ Agent-first platform with a forward-deployed team

✓ EU-hosted by default

✓ Data residency, private-cloud, and self-hosted deployment options

✓ Designed to support GDPR, HIPAA, and PCI DSS requirements

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Automated clinical workflow, Better patient care.