Formaloo
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Formaloo for healthcare

Build secure healthcare workflows around the way your teams already work

Connect intake, follow-ups, reviews, approvals, and records in one AI-assisted operational system.

Explore healthcare workflowsTalk to an expert

Trusted by teams worldwide

Cleveland Clinic
NHS
UW Health
CCH Healthcare
Wisconsin Alliance for Infant Mental Health
Digital India
Intake

New intake request

New

Patient name

Alex Johnson

Date of birth

07/21/1984

Service requested

Care coordination

Preferred contact

alex.j@example.com

Submitted

Today, 9:42 AM

AI follow-up

Missing information detected

Action required

We're missing a few details to move forward. Please provide the following:

  • Insurance provider
  • Policy or member ID
  • Referring provider (if applicable)
Send follow-upAdd note
Review-ready record

Record summary

Ready for review

Patient

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

From referral to record, nothing falls through.

Four different workflows. One place they all live, with the same audit trail running underneath each one.

Prior authorization
→

Built around your existing process, not a template you adapt to. Your forward-deployed engineer configures the routing, the approvals, and who sees what.

  • Request submitted by patient
    Done
  • Routed to care coordinator
    Done
  • Clinical review
    In review
  • Decision recorded + archived
    Queued
Every step time-stamped
Audit trail on
Referrals
→

Referrals move from intake to specialist without falling into a shared inbox no one owns.

  • Referral received from PCP
    Done
  • Matched to specialist
    Done
  • Insurance verified
    In review
  • Appointment scheduled
    Queued
Every step time-stamped
Audit trail on
Compliance sign-off
→

Exceptions get flagged, routed, and signed off with a record of exactly who approved what.

  • Exception flagged by staff
    Done
  • Routed to compliance officer
    Done
  • Documentation review
    In review
  • Sign-off recorded
    Queued
Every step time-stamped
Audit trail on
Records requests
→

Identity verification, compiling, and release, handled the same way every time someone asks.

  • Request received from patient
    Done
  • Identity verified
    Done
  • Records compiled
    In review
  • Released + logged
    Queued
Every step time-stamped
Audit trail on
Patient intake
→

New patient information collected once, then routed everywhere it needs to go — insurance, scheduling, and the chart.

  • Patient details submitted
    Done
  • Insurance verified
    Done
  • Chart created
    In review
  • Welcome packet sent
    Queued
Every step time-stamped
Audit trail on
Credentialing
→

Track every license, certification, and renewal date without a spreadsheet someone forgets to update.

  • Application submitted
    Done
  • Primary source verification
    Done
  • Committee review
    In review
  • Credential approved
    Queued
Every step time-stamped
Audit trail on
Incident reports
→

Staff can flag an incident in minutes, and it's routed to the right reviewer automatically — no paper form lost in a drawer.

  • Incident reported
    Done
  • Routed to supervisor
    Done
  • Investigation
    In review
  • Report closed
    Queued
Every step time-stamped
Audit trail on

Built for healthcare

Built for teams where mistakes are expensive.

High-stakes operations need traceability, control, and a system that adapts with your team.

01 / 04

01 · AUDITABILITY

You can trust what it shows you

Every approval, edit, and sign-off is tied to a person and time—so every decision has a defensible record.

ApprovalsEditsSign-offs
See audit trails →

Audit trail

Intake request #1042

All activity
  • May 14, 2025
    09:12 AM

    Request submitted

    via Intake Portal

    System
  • May 14, 2025
    10:03 AM

    Missing details collected

    3 fields updated

    Operations Team
  • May 14, 2025
    11:47 AM

    Policy review approved

    Reviewed and approved

    Policy Reviewer
  • May 14, 2025
    12:22 PM

    Record locked

    No further edits allowed

    System

02 · BUILT AROUND YOUR POLICIES

Built around your actual policies

Your forward-deployed engineer configures Formaloo around your existing approval chains and intake forms—not a generic template you have to bend around.

Intake rulesApproval chainsExceptions
See policy controls →

Policy workflow

Intake complete

Validate fields

Compliance review

Final approval

If risk is high

Decision rules

  • If details are missing →

    Return for completion

  • If risk is high →

    Add compliance review

  • When approved →

    Lock record

03 · CONNECTED & CONTROLLED

Connects to how your team already works

Connect Formaloo to your identity provider and existing systems, with permissions and deployment controls that match your IT requirements.

SSOField permissionsSelf-hosting
Explore enterprise controls →
Identity provider
Existing database

Operational record

Connected
Record ID
OP-45982
Status
In progress
Owner
Operations Team
Created
May 14, 2025 09:12 AM
Last updated
May 14, 2025 11:47 AM
Email & messaging
Internal tools

Access 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

A partner, not a support queue

Your FDE stays on after launch, adjusting the system as your process — or the regulations around it — change.

DesignDeploymentAdoption
Meet your implementation team →

Implementation workspace

Process review
Workflow update
Team rollout
Monitor & improve

New approval rule

Deployed
Change request #1287
Updated by
Operations Team
Date
May 14, 2025 11:32 AM
Rule deployed to Production

Activity

View all

  • Policy update reviewed

    May 14, 2025 09:15 AM

    Policy Reviewer

  • Workflow version published

    May 14, 2025 10:48 AM

    System

  • Team notified

    May 14, 2025 11:01 AM

    Operations Team

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

CN

"[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]

Why Formaloo

Everything you need to run workflows, not just forms.

Launch a new workflow in minutes

Scale from one team to the whole company

Get a dedicated engineer, not a ticket queue

Book a call

Connect to the tools your team already uses

See every approval, every audit trail

Self-host it when your data can't leave the building

Case studies — placeholder content

These could be your numbers.

3x

faster approval turnaround

[Placeholder case study blurb — swap in a real customer outcome about faster approvals here.]

[Name]

[Title], [Company]

Read Case Study

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]

Read Case Study

45%

fewer support tickets

[Placeholder case study blurb — swap in a real customer outcome about fewer support tickets here.]

[Name]

[Title], [Company]

Read Case Study

Ready to stop reconstructing what happened?

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