FormAssembly Process Automation: Product Demo | Patient Intake

This FormAssembly product demo shows our secure data collection and workflow automation platform in action, using a real healthcare use case: keeping patient records accurate and up to date.

Using Fai, FormAssembly’s AI assistant, the team builds a patient information update workflow from scratch — no code required. Patients log in, update their contact details in a few clicks, and the changes reflect in Salesforce instantly.

In the demo, you’ll see how to:

• Build patient lookup and contact-update forms with Fai
• Map fields to Salesforce with the built-in connector
• Sync patient data in real time, with no manual re-entry
• Protect sensitive data with encryption, role-based access control, and full audit logging for compliance

The result: a patient data experience that’s fast, trustworthy, and built to scale.