Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Download PDFDownload PDF
Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Lacey Jackson
/
October 29, 2020
Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

MIN
/
October 29, 2020
About the Episode
Episode Highlights
Meet our Guest

Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Blog

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

Panelists
No items found.
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Panelists
No items found.
Infographic

How to Build a Touchless, Curbside Patient Check-In with Salesforce QR Codes

With this Builders tutorial, we’re showing you how you can use Salesforce and Formstack to devise a touchless, curbside patient check-in.
Download InfographicDownload Infographic

Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Even though many healthcare providers and organizations have made the switch to electronic forms to streamline patient registration, there are often still one or two forms that a patient must fill out when they arrive. Many providers use paper forms or hand held tablets to collect additional information when patients arrive. But in a pandemic world, providers are looking for new, touchless ways to collect this information. 

As a part of our partner certification program, Gus Melendez of Relay has devised this workflow that allows providers to generate QR codes for prefilled forms from Salesforce. This allows patients to fill out forms on their own mobile device rather than using a shared tablet or clipboard. 

Here’s how this workflow will operate once you’ve set it up: 

  1. There is an in-office or curbside patient check-in where a unique, patient-specific QR-code is generated.
  2. The patient uses their mobile device to scan the QR code, which brings them to a secure form prefilled with their information. 
  3. When the patient submits their form, they are automatically directed to securely eSign and date the final document. 


For many healthcare organizations, patient empowerment is a top priority. This workflow allows healthcare organizations to put patients at ease by ensuring their experience is as safe and contact-free as possible. 

Interested in becoming a Formstack partner? You could be featured in our next Builders Blog! Contact our Partner Team to get started.

If your patient registration documents are ready to upload, this workflow will take about an hour to implement and test. 

In addition to your Salesforce account, you’ll need these tools for this tutorial: 


  1. Formstack Forms for Salesforce
  2. Formstack Documents for Salesforce 
  3. Formstack Sign  


Need any of the tools on this list? Start a free trial of any of these tools now to get started

  1. Add a new field to your Patient object. Within your Salesforce instance, navigate to the Object Manager and add a new field to your object. 
  2. Add a button to your Patient object. Still within the Object Manager, select Add a New Button or Link to add a button to your object that will generate your unique patient QR code. 
  3. Build your patient registration form. Using Formstack’s drag and drop builder, add the fields you need to your form. 
  4. Upload your document. Upload your document and prepare it for eSignature in your Formstack Documents account. 
  5. Connect to Formstack Sign. Once you’ve created your form, direct your document to Formstack Sign for secure eSignature.  

We’re dedicated to helping businesses reimagine their world of work. That’s why we’ve created a webinar discussing the criteria businesses should consider when searching for new tech solutions. Register today


Lacey Jackson
Lacey is the Demand Content Strategist at Formstack focused on developing in-depth technical content about the Formstack platform for a variety of industries.
More Articles
Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.