Controlled intake for healthcare and life sciences.
Healthcare and life sciences teams need intake that keeps sensitive data controlled, easy to follow, and aligned to Salesforce permissions. When data enters Salesforce with clear ownership and consistent fields, teams can reduce manual cleanup, maintain a history, and support reporting. The focus is reliable intake standards that scale across programs and teams.
Healthcare intake priorities
Security and data accuracy are central to healthcare workflows. Intake should align to permissions, data location expectations, and traceability requirements.
Where data lives control
Keep sensitive data in Salesforce with clear storage and retention rules to reduce external risk.
Permissions alignment
Align access to profiles and sharing rules so only approved roles can view sensitive records.
Audit-ready intake
Maintain easy to follow submissions and change history for reviews and reporting.
Common healthcare workflows
These intake paths benefit from consistent mapping, controlled access, and reliable ownership signals.
Patient or client intake
Capture required fields with consistent validation so records are usable and secure from the start.
Program and case intake
Route requests and supporting details to the right teams without losing context.
Research and feedback collection
Collect responses tied to program records for accurate reporting and follow-up.
Sample forms
Healthcare and life sciences form examples.
Explore real-world intake templates built to keep sensitive data in Salesforce.
Case Report Form
Capture structured clinical or program data with consistent fields and record ownership.
View form
Serious Adverse Event (SAE) Report Form
Document safety events with permissions aligned to oversight and audit readiness.
View form
Consent to be a Research Subject
Collect research consent with clear acknowledgments and secure record storage.
View form
Consent Form
Standardize consent collection with required fields and reporting-ready records.
View formRecommended guides
Native Salesforce Forms
Salesforce Data Collection Best Practices
Salesforce Form Builder Guide
Start fast
If you're aligning healthcare intake with Salesforce control, start with a quick walkthrough or the guides to see what fits your org.
Choose the path that matches your review and approval process.
Get a working form flow today and scale to every use case.