Titan’s Ultimate Healthcare Solutions: Guide to Salesforce Healthcare Forms
Hawk-eye editor with a passion for trailblazing Salesforce experiences
We all know we are nothing without our health, and that prompt, effective medical care can literally be the difference between life and death. Even when healthcare treatment isn’t required for emergencies or critical procedures, it can still be life enhancing, such as a massage for tired muscles, or working with a dietician on adopting a healthy meal plan.
Whether we like it or not, it’s impossible to receive quality healthcare, or administer it, without filling out at least one form. And operations, specialized treatment, and insurance claims usually require many, many more. Does this mean there is no way around it, and you are just stuck with piles of paperwork?
Smart Salesforce Solutions
Luckily CRMs like Salesforce have evolved alongside modern medicine, and kept pace with the healthcare industry. As such, Salesforce solutions are ideally placed to connect patients, hospitals, doctors, nurses, and insurers at every stage of the healthcare experience, firstly to each other, and also to the most robust data source on earth.
Salesforce is the world’s leading CRM for a reason, and it has the ability to transform the healthcare industry by providing personalized care at scale, and offering providers 360 degree views of their patients. The power of Salesforce is nowhere more evident than in the quality of data it is able to supply for every kind of healthcare form you can imagine.
Titan Forms for Easy Salesforce Integration
The problem? Well Salesforce doesn’t have its own document generation capabilities. Furthermore, for all the rich value this tool offers, Salesforce does require complex code and development, so it’s not the most user-friendly software. Is there a solution? Well, Titan’s suite of enterprise applications for Salesforce are tailor-made to extend the Salesforce platform, and make it simple to use. We are 100% Salesforce integrated and offer instant, no code document generation. This means you can build any healthcare form you want in minutes and seconds, zero code required.
Use drag and drop tools to create interactive, dynamic forms for Salesforce, which patients, medical staff, and insurers can fill in collaboratively and quickly, with real-time pull and push of Salesforce data. With Titan for Salesforce, everybody is on the same page, and able to navigate healthcare admin seamlessly, and effortlessly, so you can concentrate on the important stuff.
30 Salesforce Forms in 3 minutes
With Titan, you can automatically generate pretty much any healthcare form you want. All data is fed live from Salesforce, and once your form is filled in, the information is integrated with all your relevant Salesforce records. Get patient and doctor details pre-filled to save time for everyone involved, and customize forms to each individual, for a personalized experience. Read on to check out 30 Healthcare Forms we offer for Salesforce, it should take you just 3 minutes!
1. Initial Visit Patient Forms
Who fills these in, and why?
Patients visiting a healthcare institution for the very first time fill in this form. It contains information such as the patient’s age, sex, eating habits, and medical history, as well as basic contact information. This form helps the health practice get all the need-to-know information on a new patient, so that they can provide optimum care.
100% Fine-Tuned for Salesforce
Titan’s initial patient visit forms, can be customized to match the look and feel of your health organization, and come pre-filled with live Salesforce data. Zero lines of code required! Once the patient has filled in the form, the record is integrated with Salesforce, providing a more detailed, and closer analysis of the individual.
2. Hospital Patient Registration Forms
Who fills these in, and why?
Patients fill in hospital patient registration forms, which include information such as the patient’s age, medical history, emergency contacts, and medical insurance details. These forms are essential in enabling a hospital to gather vital patient background, for fast and focused treatment.
100% Fine-Tuned for Salesforce
These forms come pre-filled with Salesforce data on the hospital and patient, and can be filled in digitally in the blink of an eye, meaning patients who are feeling unwell, don’t have to spend hours mulling over endless admin. Once submitted, the form goes directly to Salesforce, meaning hospitals have the information they need to treat patients swiftly, and with personalized care.
3. New Patient Enrollment Forms
Who fills these in, and why?
A new patient enrollment form is filled in by patients who wish to register with a specific healthcare practice, or institution. This form contains basic information about the patient such as age, marital status, Salesforce for health insurance, and address, which enables health organizations to successfully register patients on their system.
100% Fine-Tuned for Salesforce
With Titan, medical institutions can generate smart, branded patient enrollment forms in seconds, with for instance, the name and logo of the practice’s doctor at the top of the page. No code required! After patients submit their form, this information is then fed back into Salesforce, where it is integrated with all relevant data on the patient, giving Salesforce healthcare providers a deeper knowledge of the patient, and their background.
4. Medical Report Forms
Who fills these in, and why?
Doctors fill in medical report forms to accurately, and objectively, describe a patient’s condition. A medical report will typically contain details of a patient’s illness, and other information such as their vital signs, and general medical history.
100% Fine-Tuned for Salesforce
Titan’s medical report forms, can be built, and generated using live Salesforce data on the doctor, and the patient, zero code necessary. The most up-to-date information on the patient, as well as doctor details, can be pre-populated, meaning doctors can complete the report seamlessly, and save more time for treating patients.
5. Health Assessments:
Who fills these in, and why?
Patients fill in health assessments. These evaluations help doctors get a clearer idea of a patient’s lifestyle and preferences, such as how often they exercise, how much alcohol they drink, and whether or not they eat too much junk food.
100% Fine-Tuned for Salesforce
All Titan Health Assessment forms are 100% Salesforce integrated, and once the patient submits, Healthcare providers have full access to the record in Salesforce, for a holistic view of every single patient.
6. Operative Reports:
Who fills these in, and why?
The surgeon responsible for the operation is responsible for filling out operative reports. These reports detail the operation, and are integral to understanding the outcome of the procedure.
100% Fine-Tuned for Salesforce
Titan’s Operative report forms are fully personalized for each patient and healthcare professional, while the records are securely stored in Salesforce, providing a complete view of each patient’s health profile.
7. Patient Billing Records:
Who fills these in, and why?
The healthcare institution fills in patient billing records. Billing records are vital in tracking a patient’s medical history, and making sure all insurance claims are paid out correctly.
100% Fine-Tuned for Salesforce
With Titan forms, custom patient billing templates can be automatically generated, and sent to providers, insurers, and patients, so everyone has access to all the billing information they need, exactly when they need it. All this information is fully Salesforce integrated for thorough record-keeping.
8. Discharge Summaries:
Who fills these in, and why?
Discharge summaries are filled out by healthcare professionals, and they are crucial for understanding the patient’s treatment and recovery process, as well as the grounds upon which they have been discharged.
100% Fine-Tuned for Salesforce
Titan forms ensure there is a record of this data stored in Salesforce, and that every form is automatically generated, and customized for each patient. This saves time for doctors, and nurses, and ensures that if any illness recurs, there is a reliable record of why a patient was discharged.
9. Physician Referrals:
Who fills these in, and why?
Physician Referrals are made by doctors themselves, and they enable a patient to seek treatment from individuals best placed to work on their case.
100% Fine-Tuned for Salesforce
All data in Titan physician referral forms is pulled directly from Salesforce, meaning providers and their patients have all the most up to the minute information on the best doctors available.
10. Medical Volunteer Application:
Who fills these in, and why?
Prospective medical volunteers fill in these forms. The volunteers offer extra support for a hard-working industry, and need to go through a formal application process before doing so.
100% Fine-Tuned for Salesforce
With Titan, you can automatically send smart, branded, fully personalized application forms to all potential volunteers, to smooth out the onboarding process. This form data works alongside Salesforce, for live push and pull, of all the most essential information.
11. Medical Authorization Forms Salesforce
Who fills these in, and why?
A medical authorization form is filled in by insurers, who make the decision as to whether an operation, procedure or prescription is medically necessary, and therefore eligible to be covered by insurance.
100% Fine-Tuned for Salesforce
Titan medical Salesforce authorization forms are generated instantly, and pre-filled with live Salesforce data, so insurers can make the most caring, and responsible decision for their patients, in minutes.
12. Indemnity Forms
Who fills these in, and why?
Medical Indemnity Forms need to be filled in by patients to accept the risk of the procedure or operation they are undertaking. In non-hospital environments, applicants to the gym, or for a health spa experience would need to fill in indemnity forms to acknowledge that they will be partaking in specific experiences at their own risk. Indemnity forms help institutions manage risk, and make individuals more conscious of any risks they are accepting.
100% Fine-Tuned for Salesforce
All Titan’s indemnity forms are automatically generated, and come pre-prepared, and set up for the user to fill in quickly and efficiently. Live push and pull, in tune with Salesforce, means those filling in this form have access to all relevant information, and that once the form is submitted, the record goes right back into Salesforce.
13. HIPAA Agreement Form
Who fills these in, and why?
HIPPA, or the Health Insurance Portability and Accountability Act, is a US law, which protects patient data from being wrongfully disclosed. A HIPPA agreement, is a contract between a HIPPA covered institution, such as a hospital, and another party who needs access to patient information, for example a lab performing specialized tests. In this instance, both the hospital, and the third-party will fill in the agreement, and the hospital will authorize access to patient details.
100% Fine-Tuned for Salesforce
Titan’s automated HIPPA agreements can be filled in collaboratively by all parties, at the same time. This means no delays or waiting on another entity to complete their section of paperwork. Our easy e-signatures can be applied in seconds, while all information in the form is stored securely in Salesforce, for reliable, efficient record-keeping.
14. Medical History Forms:
Who fills these in, and why?
Patients fill in medical history forms to provide doctors, and healthcare professionals, with further information on their present, and past Salesforce health status. The patient will typically mention any hereditary conditions or illnesses, allergies, and describe their current lifestyle preferences. This helps doctors get a deeper understanding of a patient’s profile.
100% Fine-Tuned for Salesforce
Titan’s medical history forms come with easy-to-navigate, pre-populated fields, customized to each user. This data is pulled live from Salesforce, making it effortless for the patient to fill in their information. Of course, once complete, the submitted form is fed back into the Salesforce ecosystem.
15. COVID Screening Checklists for Visitors and Employees
Who fills these in, and why?
Visitors, and employees, at hospitals, companies, and virtually any organization can fill in these checklists to confirm that they haven’t been exposed to COVID-19. Screening checklists are important for establishing that a visitor, or employee, is not suffering any tell-tale symptoms such as fever or cough, and that they don’t spread the virus.
100% Fine-Tuned for Salesforce
With Titan, screening checklists come pre-filled with all necessary information, making it simple for employees to seamlessly, and safely check in to work, and for visitors to make calls without tiresome paperwork. All data, is fully integrated with Salesforce, the #1 CRM making it easy to track comings and goings at a particular venue.
16. COVID-19 Vaccine Registration Forms:
Who fills these in, and why?
Any individual requiring vaccination should fill in a COVID-19 Vaccine Registration form. With vaccines being the only scientifically supported method for combatting the novel Corona virus, the need to register for vaccines has become pressing.
100% Fine-Tuned for Salesforce
Titan enables healthcare providers to generate a great number of personalized vaccine registration forms at scale, helping patients to register as quickly as possible. All data is then sent right back to Salesforce, no code required!
17. Pre-Vaccination Checklist for COVID Vaccines
Who fills these in, and why?
A pre-vaccination checklist needs to be filled in by anyone wishing to take the COVID-19 vaccine. These forms ensure that vaccines are distributed safely, and allow patients to fill in relevant information, such as whether they have ever displayed allergies to vaccines in the past.
100% Fine-Tuned for Salesforce
Titan’s pre-vaccination checklists are entirely Salesforce integrated, meaning once they are completed, the data is associated with the relevant Salesforce record. This happens without writing one line of code, and means governments and healthcare providers have a comprehensive view of which individuals may not be eligible for the COVID vaccine.
18. Enrollee Prescription Drug Claim Forms
Who fills these in, and why?
Patients, who require prescription drugs to treat their condition, can fill in an Enrollee Prescription Drug Claim Form to request reimbursement. This is particularly helpful for those with chronic conditions, who might require long-term, expensive medication. Filling out this form can help these people to be reimbursed from insurers, and receive financial assistance in tackling their illness.
100% Fine-Tuned for Salesforce
All Titan Enrollee Prescription Drug Claim Forms, are automatically generated, and pre-filled, for easy enrollment. This data is always fed right back into Salesforce, helping insurers, and healthcare providers to get a holistic picture of the patient.
19. COVID-19 Positive Rapid Antigen Testing Forms
Who fills these in, and why?
Anyone who has received a positive result for a rapid antigen test, can fill in this form to declare themselves positive for COVID-19. This helps healthcare institutions, and governments keep proper records of virus infections, and numbers.
100% Fine-Tuned for Salesforce
Titan’s COVID-19 Positive Rapid Antigen Testing forms come pre-prepared, and user-friendly, which is especially helpful for someone sickly, who doesn’t want to get stuck with paperwork. All data is pushed back into Salesforce, enabling governments and healthcare providers to analyze virus statistics, and predict its spread.
20. Telehealth Consent Forms
Who fills these in, and why?
Telehealth consent forms are filled in by the patient, to accept healthcare treatment via telephone. Telehealth can be extremely useful for patients who are too ill to leave home, and require remote consultation. In cases of needing to isolate for COVID-19, access to telehealth can be an integral part of making sure patients receive the care they need.
100% Fine-Tuned for Salesforce
But how will a patient fill in a telehealth consent form if they are isolated, or bed-ridden? The answer lies in Titan’s automated, and pre-filled digital forms for Salesforce. Patients can sign these anywhere, quickly and easily, to receive access to the treatment they need the most. The best part? All data is 100% Salesforce integrated, without you, or the patient having to use any code.
21. Skin Care Consultation Forms
Who fills these in, and why?
Skincare consultation forms are filled in by individuals who wish to undergo skin treatments, such as a facial at a salon, or a dermatological procedure. These forms contain information such as relevant client contact details, skin allergies, and preferences for specific skin-products used.
100% Fine-Tuned for Salesforce
Titan’s skin-care consultation forms come pre-filled with client data, pulled live from Salesforce. Once the form is complete, the record is then stored in Salesforce, empowering skin-care providers to get a more comprehensive knowledge of the individual they are treating.
22. Aesthetic Treatment Plan Form
Who fills these in, and why?
This form is collaboratively filled in by both the aesthetic treatment provider, and the client. The provider is responsible for detailing aesthetic treatment plans, while the client should fill in all personal details and information. This enables both parties to commence a suitable aesthetic treatment process.
100% Fine-Tuned for Salesforce
With Titan, Aesthetic Treatment plans can be filled in collaboratively, and simultaneously, in live time, with real push and pull of Salesforce data. Both provider, and client can view each other’s comments, and details as soon as they are recorded, facilitating maximum engagement.
23. Spa Consultation
Who fills these in, and why?
Clients wishing to undergo a spa treatment need to fill in this form. It should contain personal details, allergy history, preferred products and treatment techniques, as well as goals of the spa session.
100% Fine-Tuned for Salesforce
Titan’s spa consultation forms come beautifully branded to complement your spa’s marketing campaigns. These forms are automatically generated and pre-populated with live Salesforce data on your client. Clients can complete these forms in under 5 minutes, with all data being pushed back to Salesforce, for a personalized view of the individual.
24. Massage Therapy Consent Forms
Who fills these in, and why?
Patients wishing to undergo massage therapy need to fill out a massage therapy consent form. This form may also include details of any relevant injuries or conditions the patient suffers from.
100% Fine-Tuned for Salesforce
Titan massage therapy consent forms, come pre-populated with real-time Salesforce data, customizing the experience for each and every user. once the form is filled in, it is fully integrated with the relevant Salesforce record, for a complete view of the patient.
25. Psychological Assessment Form
Who fills these in, and why?
Registered Psychologists fill in these forms to provide a comprehensive evaluation of a patient’s psychological health. This form contains a range of information such as any psychological tests a patient has completed, interview information, and their psychological history.
100% Fine-Tuned for Salesforce
Our psychological assessment forms come pre-prepared, and can be branded, and customized to match a particular psychologist’s practice. All pre-filled information in Titan’s forms is pulled live from Salesforce, and once the form is complete, data is then securely sent back into the Salesforce database. This happens in minutes, absolutely no code required!
26. Psychiatric Evaluation Form
Who fills these in, and why?
Psychiatrists fill in psychiatric evaluation forms in order to diagnose, and treat, patients with particular psychiatric conditions. These reports often include the results of psychiatric tests, information gathered in psychiatric sessions, as well the history of a patient’s psychiatric symptoms. They may also contain planned treatment, and medication.
100% Fine-Tuned for Salesforce
With Titan, psychiatric evaluation forms can be automatically generated, using patient and psychiatrist information from Salesforce, no code required! Psychiatrists can fill out these forms quickly, and without effort. Once complete, copies of the form can be sent to the patient, medical providers, and insurers, while all data is sent right back into Salesforce.
27. Anxiety Questionnaire
Who fills these in, and why?
Anxiety questionnaires are self-assessments, filled in by patients to describe their levels of anxiety from a personal perspective. The response help psychologists, and psychiatrists, get a clearer idea of a patient’s internal psychological state.
100% Fine-Tuned for Salesforce
Titan’s anxiety questionnaires are automatically generated using live Salesforce data, and containing a template of standard mental health questions. All data is sent directly back to Salesforce, where it can be integrated with patient records to provide a deeper, and more nuanced view of psychological health.
28. Psychology Referral Form
Who fills these in, and why?
A psychology referral form is filled in by a health professional, wishing to refer a patient to a relevant expert psychologist. It will contain information detailing the patient’s condition, and explaining why this patient might need specialized treatment.
100% Fine-Tuned for Salesforce
Titan creates easy-to-complete psychology referral forms, in instants. These forms have the powerful capacity to pull, and push real-time Salesforce data to capture the most accurate patient records. No code required!
29. Dental Claim Forms
Who fills these in, and why?
Dental claim forms should be filled in by patients and dentists. They provide information on dental procedures that the patient, has undergone, and the rationale behind them. This form empowers patients to claim reimbursement from dental insurance for operations, and treatment undertaken.
100% Fine-Tuned for Salesforce
With Titan for Salesforce, Dental claim forms come pre-populated, and easy to use. Dentists and patients can fill them out simultaneously, and all information is fed directly into Salesforce. This means no delay in claims, and optimum benefits for the patient. The best part? Absolutely no code or Salesforce experience is required.
30. Blood Donation Form
Who fills these in, and why?
Prospective blood donors fill in these forms to let medical institutions know if they suffer from any health conditions, which might impact their ability to donate blood. The form also contains general patient details such as age, sex, and contact information.
100% Fine-Tuned for Salesforce
Once blood donation forms are filled in, information is sent directly to Salesforce, where it can be integrated with any relevant donor records, and data analyzed. This means healthcare providers can make the most informed, and responsible decisions as to whether an individual is eligible to give blood or not. The easy part? Well, all of it, because no code or expertise in Salesforce is required to make these choices.
Get Started with Titan’s Forms for Healthcare Cloud
Titan offers many more healthcare form templates, and these are just a few. Check out our full range of healthcare templates by visiting our healthcare forms library. Our challenge to you: if you can’t find a template you need, contact us and we will create it for you!
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Disclaimer: The information listed in this article is based on information provided by companies online and online reviews from users. If you found a mistake, please contact us.
