Introducing Formstack Streamline - Easily build the most secure and data-rich workflows ever

With Formstack Streamline, IT can now set the guardrails for any team member to effortlessly build secure, data-rich, no-code workflows that reduce costs and risks, and drive greater efficiencies across their organization.
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I'm very excited about how Formstack Streamline can solve complex healthcare problems and remove inefficient waste from the workflow, such as our Social Determinates of Health initiatives.
Julia
VP of Clinical Design at the University of Tennessee Medical Center
Formstack Streamline is a game-changer for our paperless campus initiative. It empowers us to digitize workflows seamlessly, saving valuable time and resources. The ability to securely connect external data sources and leverage that information throughout our processes is huge.
Kow
Product and Project Portfolio Manager, IT, Azusa Pacific University
Whether it's gathering important medical data or streamlining our internal processes, Formstack Streamline helps us maximize efficiency and minimize errors.
Sarah S., MBA
Director, Billing Operations at Synergy Orthopedics
Zero copy data
Sensitive data classification
Automatic data prefill

Formstack Streamline is an easy-to-manage, no-code process automation platform that provides IT departments with a secure way for anybody to build error-free, data-rich workflows with automatic prefill. You’ll never need to worry about manually moving or copying your data, freeing your team members to create compliant and streamlined workflows to solve their most challenging processes.

Formstack Streamline is the ideal solution for streamlining processes such as: patient referrals and registry, financial agreements, new client or employee onboarding, procurement, student enrollment, authorization requests, and many more.

Finally, pain-free processes are possible.

Reduce errors, eliminate data duplication, increase user and customer satisfaction

Formstack Streamline is the only single-vendor platform to:
  • Connect to your enterprise data sources, classify the data without duplicating or retaining it.
  • Prefill forms, documents, and eSignatures automatically with the security and governance you need.
  • Provide an effortless way for people to customize how they collect and route the right data at the right time to the right location with workflows.

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.

Formstack Streamline for Healthcare

Connect and Harness Your EHR Data

Formstack Streamline empowers IT teams across healthcare organizations to integrate their EHR systems with our platform to build secure, data-rich workflows that prefill data into processes such as patient intake, patient referrals, waitlists, equipment requests, and financial agreements. Learn how to significantly reduce missing information, illegible handwriting, faxes, broken processes, niche products, and unhappy people, all with Formstack Streamline.
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Say Goodbye to Missing Information and Incomplete Processes

Your Processes

Now you no longer need to deal with manual, error-prone, cobbled together, and challenging processes or costly and difficult to use technology. Build automated and straightforward processes with no coding, using workflows that connect to your enterprise data sources, without retaining any data - per our Zero Data Retention model. The automatically classified data prefills the forms, documents, and eSignatures to reduce errors.

Your Data

Securely read data from your EHRs, enterprise software, and SQL databases such as MySQL, PostgreSQL, and Oracle, without duplicating or storing it, then classify it and make it available in forms and documents based on permissions - all made possible by our Data Fabric. This ensures your processes always use the most up-to-date and accurate data while eliminating the risk of human error. Then you can write back changes to any data sources easily.

Your Way

Every organization in every industry works differently, and every team in every organization has a different expectation for their processes. That’s why Formstack Streamline allows you or any team member to build simple or complex workflows quickly. The platform scales with your needs so you can automate increasingly complex workflows with logic, branching, approvals, and notifications.

Your Policies

We prioritize data safety so you can trust us to connect with your data, and we make your security and compliance policies easier to implement. Because no data is duplicated or retained, and is automatically analyzed and tagged as sensitive (under frameworks such as HIPAA, SOC 2, PII, and PHI), your workflows will be compliant by design. In addition, IT teams can monitor audit logs and alerts, and set role-based access controls.
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Purpose-built to Make Life Easier for IT -  
and Therefore Everyone Else

IT departments are always tasked with solving other people’s problems. Not to mention managing disparate systems, balancing costs and multiple vendors, working through a growing list of IT tickets, and locating budget for developer resources. Formstack Streamline reduces costs and risks, and improves efficiency by allowing IT to consolidate vendors, fill in tech-stack gaps, and empower any team member to easily and securely streamline most any process.

Connected Data Sources and API

Read from and write to multiple data sources including EHR systems (Epic, Cerner, Oracle, and more), core business systems (such as Salesforce, SharePoint, Amazon S3, and more), as well as SQL databases. Our Data Fabric and Zero Data Retention model ensure that data is not copied or stored, and instead workflows can access and use the data in real time—without requiring migration, replication, or storage within the platform. Extend the platform using our robust API to access all the capabilities. Contact us to learn more about available data sources and our upcoming developer portal.

Automated Data Classification

Protect your data with automatic sensitive data classification that follow compliance frameworks, such as HIPAA and PCI, and ensure data is tagged and accurately identifiable, including PII and ePHI. You can then apply data policies across your users. The data catalog allows you to view all the data available from your sources and datasets in a single view. Query your data to find the correct records for your project.

Activated Data

Harness the seamless and secure access to your existing data by activating it across workflows. Easily map data from datasets to dynamically prefill your form, document, and eSignature workflow steps. In turn, people will complete their forms and documents more quickly since they aren’t starting from scratch and the number of manual errors and missing data are significantly reduced.

Enterprise AI

AI is at the core of Formstack Streamline, from making it easy to create a new project to analyzing data or offboarding a team member. Inside any area of the platform, AI is merely a keystroke away, fully understanding what you’re trying to do and offering helpful ways to effortlessly complete the task at hand; whether it is generating a report to be shared, or auditing how data was used.

Controlled Security and Access Controls 

Apply policies and set rules with enterprise-grade governance. IT can establish access to data based on roles and user types, including sensitive data controls. IT is empowered with configurable, real-time monitoring and alerts. Platform access is controlled by password policies and session timeouts, custom Single Sign-on, and 2-factor authentication enforcement.

Customized Workflows

Enable anyone to effortlessly create and customize workflows that include forms, documents, and eSignatures, which can be configured with already classified data from your data sources, so that fields are securely prefilled with existing data. Apply more advanced workflow features like logic, branching, approvals, and notifications, and ensure that collected data is written back to your preferred source. Monitor and view versions and changes from your users in the project’s activity log.

How does it streamline your processes?

1

Connect

Connect to your enterprise data sources (including EHRs and core business systems such as Epic, Oracle, Salesforce, SharePoint, Amazon S3, and SQL databases) through our Data Fabric, so Formstack Streamline can automatically classify and identify sensitive data and create a Data Catalog ready for use.

2

Activate

Once connected, classified, and cataloged, anyone on your team can securely use the datasets to dynamically prefill forms, documents, and eSignature templates in a workflow with existing data in real time, without migrating or storing it. This reduces errors and risks, creating a better experience for everyone.

3

Deliver

The prefilled forms, documents and eSignatures can be viewed and updated by end-users in real time, and changes written back directly to the system of record. Because all data interactions happen at the source, changes made while collecting data can be immediately reflected in the original system, ensuring accuracy.

To see how Formstack Streamline can take the pain out of your painful processes, contact us today for a demo.
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