FormAssembly Helps Canteen AU Build a Start-to-Finish Process for Young Adult Cancer Support
forms in active use
main age group of those receiving services
intake form responses received since October 2021
records created in Salesforce via connectors
10-Form Intake and Case Management Process
After the data is received, Canteen generates a care plan or makes referrals to other alliance partners. With the FormAssembly + Salesforce integration, teams working directly with service users don’t have to go back to copy and paste data into any case notes. As new forms are submitted, they automatically create records of service delivery and case notes based off of the form submissions. This “start to finish” lifecycle reduces the number of clicks and effort, which results in less work for clinicians.
In her role, Tracey often asks, “How can I make the job as easy as possible, so that I can help clinicians focus on relationships with clients?” This means removing manual data entry and automatically creating all the records they need for ongoing report sharing across the team.
There are features and benefits woven throughout this use case, including basic but helpful tools like FormAssembly themes. Well-designed forms help staff ensure that all forms adhere to brand and style guidelines, even with other charities and partners. With tools like input validation (especially for dates), Canteen ensures that the data is clean and accurate. Tracey said that these minor perks are actually major incentives.
“We don’t have to look and think so hard about the look, feel, [and] functionality. FormAssembly does that for us. Instead, we can focus on simplifying the flow to get the right data at the right time.”