Reimagining Client Intake Health Forms with Titan

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Dec 11th, 2023

Successful businesses use intake health forms to direct their clients to a specific service or product they need. These documents exist as countless medical form templates and are used in companies to streamline workflow processes in the onboarding phase!

Medical Innovation: Consider client intake forms?

Client intake forms consist of various questions related to a client’s requirements. The client fills in the document and sends it back to the business for analysis. A representative from the company will now be able to understand, in the client’s own words, what they are looking for and help them with the utmost professionalism.

Fill your Business with Streamlined Workflows that make Sense!

Most likely, your business is already using medical forms to reduce the time it takes to onboard clients. But have you considered the benefits of digital client intake forms:

Keep all your client data in one platform instead of multiple places.

Let clients fill out their online medical forms for better data accuracy.

Reduce business fees by eliminating paper trails and going digital.

Secure your client data with Salesforce and Titan.

Salesforce for Healthcare: Business Use Case

Stick around as Titan would like to share a use case about a Pharmaceutical Wholesaler that successfully upgraded their manual healthcare forms to digital ones to speed up service delivery.

A large pharmaceutical wholesaler providing products to the medical and healthcare industry needed a way to service hospitals, clinics, and care centers faster.

Specializing in sourcing and distributing medical equipment in the respiratory, obstetrics, dentistry, and orthopedics fields, the pharmaceutical wholesaler has become popular as a reliable business to employ for solutions in the healthcare industry.

Time to Take Forms to New Heights

Due to their professionalism and high-quality products, the pharmaceutical wholesaler has seen a rise in repeat business from hospitals, medical centers, and clinics. The number of phone calls the company receives a day has tripled, and the sales reps need help filling out all the intake forms correctly.

Additionally, making an appointment with a hospital manager takes time to schedule and to find out precisely what the customer needs. Sales reps find that they can only make two in-person on-site visits a day due to issues such as:

Traveling in general city traffic.

Medical centers are located far from one another.

Meetings take longer than expected.

Traveling back to the company to analyze the completed client intake form and provide feedback to customers.

Bring on the Salesforce Requirements. Titan has the Solutions.

For these reasons, the pharmaceutical wholesaler knew that to keep up with the demands of the healthcare industry, they needed to overhaul their workflow processes. After brainstorming with the warehouse managers, product managers, and sales reps, the executives decided that the best way to streamline inefficiencies was through client intake forms.

The pharmaceutical wholesaler turned to Titan immediately to help transform their manual client intake forms into digital ones. The company handed over its requirements to Titan.

Can your company relate to this list of requirements when your web forms must be dynamic?

Digital client intake forms need to integrate directly into Salesforce.

The forms must collect and push customer data to Salesforce.

The pharmaceutical wholesaler needs an embedded digital client intake form on its website to collect data.

The digital client intake form needs to be fully customizable to include logos and the company’s brand colors.

The intake form must be dynamic so that customers only see questions based on answers previously provided. All questions that do not relate to the customer will be hidden to make sure the intake form is neat, structured, and quick to fill out.

The pharmaceutical wholesaler wants a digital client intake form created with no code to ensure that staff need minimal training to operate immediately. 

Panoramic View of The Initial Business Process

Before consulting with Titan, the receptionists at the pharmaceutical wholesaler made notes from customer call-ins and emailed the requirements to the sales team. A sales rep would analyze the client information and then schedule an appointment with the customer to showcase what equipment the company had in stock.

Additionally, if clients had custom requirements, a sales rep would travel to the medical center to discuss customer needs. These requirements were entered into a client intake form and analyzed at the pharmaceutical wholesaler’s premises. The sales rep would then need to contact the customer for a virtual or in-person meeting to finalize the sales of products.

In the worst-case scenario, a sales rep could misinterpret client requirements and provide the incorrect products, which wastes time for customers and the business.

Connect Healthcare: Wishes do come True with Titan

Now that the pharmaceutical wholesaler has turned to Titan, they have entirely digitized their client intake forms. Clients can now visit the company’s website and navigate to the intake form to trigger quotes on products they need.

Enjoy High Salesforce Rewards

With Titan, all data is pulled directly from Salesforce into the digital client intake form. It does not stop there! Take a look at the information that Titan can also push directly to Salesforce records for your sales teams:

Client details.

Client’s company details.

The industry that the client operates in.

What the client needs or requires from the pharmaceutical wholesaler.

Any additional client information that should be supplied to the pharmaceutical wholesaler to help process a quote faster.

Titan is on your Team!

Not only is the embedded intake form functional, but it is also fully customizable. Titan delivered a unique design that incorporated the logo, color, and themes of the business to enhance and maintain its brand strategy. Never compromising the user experience, Titan supplied medical forms for online use with a host of engaging elements for clients to interact with, such as:

Text Fields

Date Range Fields

Drop-Down Menus

Picklists with data pulled from Salesforce

Checkboxes

Upload Document and File Capabilities

New Client Intake Forms Minus all the Coding!

The best part about the digital client intake form was that Titan created it with absolutely no code. The form was designed with a powerful drag-and-drop web form builder and is super easy to maintain going forward.

The pharmaceutical wholesaler has found the client intake form creation so simple that they are digitizing other forms in the company to streamline business workflows. Take a look at a few of the forms they would like to create in the future:

Healthcare Practitioner Form

Doctor Form

Patient Form

Patient Information Form

Doctor Release Form

Accelerate Acquisition: Treat your Staff and Customers

The data is neatly managed, categorized, and available for stakeholders to view without requesting additional information from the sales team. Customers are satisfied with the ease of requesting a quote and getting feedback in literal minutes.

The staff at the pharmaceutical company are now able to work more efficiently within their fields. The receptionists can focus on walk-in clients and booking appointments for company staff. At the same time, the sales team can now work on providing relevant medical equipment to clients based on their data submitted through the digital client intake form.

The pharmaceutical wholesaler is thoroughly impressed by the digital medical form results. More clients can be helped throughout the day, and the company can spend more time turning genuine leads into regular customers.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.