Productivity, collaboration, and patient experience remain top priorities for any healthcare organization. Through our extensive work with healthcare providers, we understand the challenges they face in supporting paper-lite initiatives, ensuring regulatory compliance, and maximizing time spent with patients.
FlowForma AI-Enhanced Process Automation makes workflow automation smarter and easier in healthcare settings. By leveraging AI-driven insights, our digital process automation tool streamlines online processes, boosts visibility, and enhances productivity and efficienc, all while supporting exceptional patient care and maximizing ROI.
FlowForma streamlines patient onboarding by automating data collection, validating information, and ensuring all forms are complete. This reduces errors, speeds up registration, and keeps processes compliant.
FlowForma automates purchase requests, approvals, and vendor communications, ensuring timely orders, reducing errors, and improving transparency across the healthcare supply chain.
FlowForma automates insurance claims and billing by routing approvals, checking for errors, and tracking progress, speeding up reimbursements and reducing mistakes.
Automated workflows manage patient recruitment, approvals, and documentation for clinical trials, improving efficiency, accuracy, and compliance.
Compliance workflows track documents, maintain audit trails, and ensure regulatory standards are met, reducing risk and keeping healthcare providers audit-ready.
FlowForma automates the approval and distribution of updated policies, ensuring staff follow current protocols and maintaining operational consistency.
From patient intake to treatment plans to billing, FlowForma automates every step, eliminating bottlenecks and freeing staff to focus on patient care.
Track, audit, and enforce healthcare regulations and internal protocols across all processes, reducing risk and ensuring your organization stays fully compliant.
AI agents automate data capture, validation, and risk alerts so healthcare workflows run faster, smarter, and with fewer errors.
Connect effortlessly with EHRs, scheduling systems, lab portals, and external data sources to ensure consistent, accurate information across all healthcare platforms.
Gain real-time visibility into workflows, staff workloads, and operational metrics. Use dashboards and actionable reports to make informed, data-driven decisions.
Faster admissions, accurate treatment plans, and streamlined billing create a smoother journey for patients, enhancing satisfaction and trust.
Head of Digital Identity,
Blackpool Teaching Hospital NHS
55 Processes Automated In Year 1
"The speed of development and the opportunity to involve process owners in creating their own FlowForma forms and workflows is a game-changer. The ability to create workflows quickly with governance from IT, without being reliant on them, is critical. "
Director of ICT, Beaumont Hospital
Better Patient Outcomes For Beamont Hospital
"Patients have better outcomes, when clinicians have easy access to previous clinical information. That's what drives our digital transformation. Anything we digitalize for clinicians, makes a huge difference. "
Head of Internal Audit & Compliance, Vestergaard
Contract Process Transformed
"“The efficiency it has brought to the operational part of managing a contract has been very important. It helped us gain time for sure, but transparency, completeness, and accountability have been the main benefits. It’s a fantastic tool.”
Watch Blackpool Teaching Hospitals on-demand webinar. Hear how they automated 90+ processes, saving staff valuable time.
Your 2026 guide to healthcare process automation.
How Vestergaard transformed a complex and manual supplier contract into an automated, transparent workflow.
NHS Blackpool Teaching Hospital drives operational excellence with process automation.
See how Beamont hospital took an agile approach, traversing legacy systems and replacing manual processes.
FlowForma leverages Microsoft 365 and SharePoint for secure data hosting. All workflows, forms, and documents are stored within your existing Microsoft environment, ensuring compliance with GDPR, HIPAA, and organizational IT policies while keeping data within your trusted cloud or on-premises Microsoft infrastructure.
FlowForma inherits the enterprise-grade security features of Microsoft 365 and SharePoint, including encryption, role-based access, multi-factor authentication, and audit logs. This ensures sensitive patient and organizational data is fully protected while meeting healthcare compliance standards.
By automating administrative and operational tasks, clinicians spend more time with patients. Workflow visibility and AI-driven insights also help reduce errors, streamline approvals, and ensure timely care delivery.
AI in FlowForma provides intelligent process automation, such as predictive approvals, smart routing, and data-driven insights. This helps hospitals identify bottlenecks, optimize workflow efficiency, and support better decision-making — all while improving patient care and operational outcomes.
Yes. FlowForma supports multi-stage approvals, conditional logic, and integrations, making it suitable for complex processes like patient onboarding, incident management, and clinical audits.
Absolutely. FlowForma scales across departments and multiple sites, ensuring standardized processes and consistent patient experience organization-wide.
Yes. FlowForma provides real-time dashboards and reports, giving management full visibility into workflows, bottlenecks, and overall process efficiency.
By automating repetitive tasks such as approvals, referrals, and incident reporting, staff can focus on clinical and patient-centered activities rather than administrative work.
Yes. FlowForma integrates with EHRs, EMRs, Microsoft 365, SharePoint, and other common healthcare IT systems, creating seamless digital workflows.
FlowForma supports compliance with data protection and healthcare standards (e.g., HIPAA, GDPR), ensuring secure handling of patient and operational data.
Yes. FlowForma digitizes forms, approvals, and processes, helping hospitals minimize paper usage while maintaining compliance with healthcare regulations.
While FlowForma can automate any healthcare process, these are some of the typical processes:
- Onboarding patients / Consent for Release of Information
- Waiting Card List
- Transfer Request
- IT Request/Account Provisioning
- Medical Equipment Requests
- Compliance / Incident Report
- Monthly HSE & Housekeeping Inspection
- Bus Incident
- Appointments / Claims,
- ID/Parking Permit Requests
FlowForma supports HIPAA compliance by leveraging the secure Microsoft 365/SharePoint environment to host data, ensuring that Protected Health Information (PHI) remains under organizational control. It provides role-based access controls, encryption in transit and at rest, and detailed audit trails to track who accesses or modifies data, helping meet HIPAA’s Security and Privacy Rules. Its workflow tools—including version control, e-signatures, and compliance reporting—enable traceable, auditable processes.
A FlowForma implementation typically begins with 1–2 weeks of planning and training, followed by 2–4 weeks to build and test the first workflow. The initial process usually goes live within 3–6 weeks, after which additional workflows are gradually rolled out across all hospitals.