Our client is a kid's community hospital that strives to create friendly environments that produce the best possible healthcare outcomes.

In order to ensure local schools were putting kid’s health first, the hospital created a certification program to promote a heart-healthy environment.

Additionally, because they manage the majority of research, design, and manufacturing in-house, it became clear that their existing management processes - relying on complicated arrays of spreadsheets - was not efficient or scalable.


Paper-based forms, multiple touch points, and in-person visits


Formstack for Salesforce enabled digital forms managed within Salesforce


Faster intake, higher patient satisfaction, and improved efficiency

The Challenge


Before Penrod and Formstack, the certification process was completely paper-based, involved several forms, and required in-person visits at each school. Due to the popularity of the program, certification became a complicated undertaking.

Paper-Based Forms
Paper-based forms caused delays and required information to be manually entered into the hospital’s Salesforce system.

Multiple Touch-Points
Because there were several forms, the process was prone to produce inaccurate and outdated data.

In-Person Visits
The certification process required two program coordinators to personally visit schools, creating an unsustainable workload.

The Solution

A platform built with Formstack

Penrod and the client worked together to envision a centralized platform that would:

  • Replace paper forms with accessible, user-friendly, and web-based forms
  • Provide e-signing capabilities to capture consent quickly
  • Fully integrate the forms with Salesforce so that data would be instantly accessible
  • Automate alerts that notify schools when certification is about to expire

Formstack for Salesforce enabled digital forms managed within Salesforce. This both removed the typical error-prone processes with building manual forms and provided the customer with a scalable, adaptable solution as their needs evolved.

Additionally, Penrod configured a report to capture information before certifications expire and notify the team. Any records meeting expiration criteria could be automatically followed up with to re-certify.


The Results

Unified data, simple inventory management, robust reporting, and informed business decisions

As a result of Penrod's Health Cloud implementation, our client saw a number of immediate improvements.

Faster Intake

Digital forms eliminated manual data entry, leading to faster registrations

Better Patient Experiences

Patients filled out less information and could register remotely

Improved Efficiency

Reports capture information before certifications expire and notify the team

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