Platform 2.0

Intelligent Forms Engine

Replace paper forms, email approvals, and ad-hoc sign-offs with structured digital workflows. Build any form — incident reports, HR requests, clinical intake, compliance sign-offs — with a drag-and-drop builder, then wire it to multi-step approval chains, automatic notifications, and a full HIPAA audit log. No coding. No IT tickets. Just forms that work.

  • Drag-and-drop form builder with 30+ field types — zero coding required
  • Canvas e-signatures with legally binding audit trail (ESIGN / UETA)
  • Conditional logic automatically routes forms to the right approver
  • 100% HIPAA compliant — encrypted, immutably logged, auditable
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Hero Interface

Streamlined Workflow

Designed to integrate seamlessly into your existing operations.

Build Forms Visually in Minutes

Drag text fields, dropdowns, date pickers, file uploads, signature pads, rating scales, and rich text blocks onto your canvas. Set validation rules — required fields, character limits, allowed file types, number ranges — without touching a single line of code. Publish instantly as a link, embedded widget, or authenticated-only form.

Smart Logic Routes to the Right People

Build conditional branches: if a reported value exceeds a threshold, route to a department supervisor. If a checkbox is selected, reveal additional fields and trigger an approval step. Multi-level approval queues notify the right person by email with a one-click Approve or Request Changes action — no login required for approvers.

Every Submission is Traceable Forever

Submissions land in a searchable dashboard with full field change history and status tracking. E-signatures are captured with timestamp, IP address, and device fingerprint. Export to PDF with embedded signatures, push to your EHR via API, or archive to your document management system. Every access is logged for HIPAA audits — even after a form is closed.

Engineered for Scale.

Every feature is built with performance and reliability in mind.

30+ Field Types

Text inputs, long text, dropdowns, checkboxes, radio buttons, date/time pickers, file uploads, signature pads, repeating sections, matrix questions, and instruction blocks.

Multi-Step Approval Chains

Sequential and parallel routing, automatic escalation when approvals go stale, email notifications with direct approve/reject links, and a full approval timeline on every submission.

Canvas E-Signatures

Signatures captured on any device — mouse, trackpad, or touchscreen — with IP, timestamp, and device data embedded in the PDF export and stored immutably in the audit log.

HIPAA Audit Trail

Every form view, submission, approval action, field edit, and export is logged with user identity, timestamp, and IP address. Immutable records survive even if submissions are later archived.

Analytics & Bottleneck Detection

Completion rates, average time to complete, abandonment drop-off points by field, approval cycle times, and overdue submission alerts — visualized so you can fix bottlenecks, not just observe them.

API & Webhook Integration

Push form submissions to any system via webhook. Pull submission data via REST API. Native connectors for Epic, Salesforce, and Slack are available in the enterprise tier.

95%
3 days
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< 5 min

HR & People Operations

Digital onboarding packets, policy acknowledgments, PTO requests, exit interviews, and performance review forms — all signed, filed, and searchable in one place.

Clinical & Compliance

Incident reports, patient consent forms, medication reconciliation checklists, and HIPAA agreements that are timestamped, signed, and audit-ready without scanning a single piece of paper.

Facilities & Safety

Equipment inspection checklists, maintenance requests, and safety incident reports that route to the right team automatically — with photo upload and GPS tagging for field staff.

Finance & Procurement

Purchase requisitions, vendor approvals, and expense reports with multi-level sign-off chains, automatic escalation, and a full audit trail for every dollar committed.

Frequently Asked Questions

Kill the Paper. Keep the Compliance.

See Forms Engine turn a complex 10-step paper workflow into a 5-minute digital process — live, on your data, during a 30-minute demo. You'll leave with a production-ready form for your most painful process, configured and ready to publish.