Formaloo for healthcare
Formaloo OI runs the operation behind patient care: lab results, certificate approvals, follow-ups, patient portals. Less time chasing paperwork, more time with the people you serve.
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
DonePatient
Alex Johnson
Request ID
REQ-2026-0517
Service
Care coordination
Status
Complete
Assigned to
Care Team A
Last updated
Today, 10:28 AM
One system, every workflow
From single clinics to enterprise health systems, teams run their operation on Formaloo, with an audit trail on every step.
Patients give you the same details at every visit while staff type them again. Formaloo OI remembers returning patients, sends new answers where they need to go, and keeps every record up to date.
Results arrive faster than anyone can review them. Formaloo OI scores each result against your thresholds, gives you a custom PDF, and assigns the flagged ones to a clinician.
Approvals wait in inboxes for a signature. Formaloo OI sends each certificate to the next approver, collects the signature, and gives you the signed PDF.
Requests come in every day and each one is handled a different way. Formaloo OI checks who is asking, puts the file together, and keeps a record of who edited it.
Follow-up falls apart when no one has time to chase replies. Formaloo OI reads the patient's answer, updates the record, and keeps asking until nothing is missing.
A license usually expires before anyone notices. Formaloo OI keeps every license and renewal date in one place your whole team can see.
Incident reports lose value the longer they sit. Formaloo OI sends each report to the right reviewer, notes who saw it, and keeps the whole trail.
Trust & control
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 intake workflow in minutes, not weeks
Scale from one clinic to the whole health system
Get a real person building this with you, not a ticket queue
Connect to the systems your care team already uses
Every approval, every audit trail, always ready for review
Self-host it when patient data can't leave the building
Case studies — article
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]
Bring your approval or referral process to a 30-minute call. A forward-deployed engineer (FDE) will map it and show you exactly how it runs on Formaloo OI.
Book a call or demo?
Powering leading healthcare organizations
[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]