Overview

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. 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.

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.

Features

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.