Blog

How to Build a No-Code Telehealth Referral Process

Blog

How to Build a No-Code Telehealth Referral Process

Blog

How to Build a No-Code Telehealth Referral Process

Blog

How to Build a No-Code Telehealth Referral Process

Blog

How to Build a No-Code Telehealth Referral Process

Download PDFDownload PDF
Blog

How to Build a No-Code Telehealth Referral Process

/
December 17, 2020
Blog

How to Build a No-Code Telehealth Referral Process

MIN
/
December 17, 2020
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Blog

How to Build a No-Code Telehealth Referral Process

Blog

How to Build a No-Code Telehealth Referral Process

Get the Report

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

How to Build a No-Code Telehealth Referral Process

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Panelists
No items found.
Infographic

How to Build a No-Code Telehealth Referral Process

Implementing new COVID-19 safety precautions? Follow this tutorial to set up a no-code telehealth referral form for your organization.
Download InfographicDownload Infographic

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Today, we’re going to walk you through how to use the Formstack Platform to build an entirely no-code telehealth referral process. Use this workflow to keep your organization efficient and    organized while meeting COVID-19 safety requirements. In this tutorial, we’ll show how to use your Formstack Form to create a new record in Salesforce, send documents for eSignature, and collect payment information. 

This workflow was inspired by Formstack partners Michelle Lavelette and Jared Milligan of Soliant Consulting and submitted as a part of our partner certification program

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.


Set aside about an hour to build this form and complete the workflow.

You’ll need the complete Formstack Platform for this tutorial. This includes Formstack Forms, Documents, and Sign. In this tutorial, we’re integrating with Salesforce, but this workflow easily connects to your preferred CRM.

  1. Build your referral form. Equip your form with Conditional Logic to ensure referrers are only seeing relevant information. 
  2. Generate your documents. Attach this form to any new patient registration documents already in your Documents account or use your form fields to generate a new document. 
  3. Prepare your delivery. Set up your eSignature and CRM deliveries to have your completed documents automatically sent to your CRM once they are signed.

Test this telehealth referral process at your agency with a free 14-day trial of the Formstack Platform.

Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.