Generate Healthcare Documents Directly from Salesforce

Frequently asked questions

• Why should healthcare teams generate patient documents directly from Salesforce? +
  Healthcare documents generated from live Salesforce data eliminate the three biggest risks in medical document management: manual data entry errors when re-typing patient names, dates of birth, diagnosis details, and medication information that already exists in your CRM, version control issues when clinical teams work from different copies of the same consent form or treatment plan template, and the time lost every day copying Contact and Case details from Salesforce into Word documents for every patient interaction.
• How do I generate patient documents from Salesforce? +
  With 360 InstantDocs, generating patient documents from Salesforce is a three-step process. Upload your healthcare document template like patient consent form, referral letter, treatment plan, discharge summary, or medical certificate, in Word format. Map each placeholder field to the corresponding Salesforce object field. Then open any Salesforce Contact or Case record and click Generate Document - your completed healthcare document is produced as Word or PDF in seconds.
• How do I automate patient consent form generation in Salesforce? +
  Connect your patient consent form template to your Salesforce Contact and Case records using 360 InstantDocs. Map placeholders like {patientName}, {dateOfBirth}, {procedureDetails}, {treatingPhysician}, and {consentDate} to the corresponding Salesforce fields using the point-and-click interface. Then use Salesforce Flow to trigger automatic consent form generation when a new appointment or procedure record is created in Salesforce, producing a completed, branded consent form as Word or PDF and routing it to the patient for review and signature before their appointment.
• Which Salesforce objects can these healthcare templates pull data from? +
  360 InstantDocs works with any Salesforce standard or custom object. For Salesforce healthcare document templates, the most common mappings are: Contact (patient name, date of birth, address, contact details), Case (clinical episode, diagnosis, treatment details, referral information), custom clinical objects (treatment plans, medication schedules, procedure records), custom practitioner objects (treating physician details, specialist information, facility details), and custom appointment objects (appointment date, procedure type, consent requirements).
• Can I bulk-generate healthcare documents for multiple patients at once? +
  Yes. Bulk healthcare document generation in Salesforce is one of the most operationally valuable use cases for 360 InstantDocs in healthcare teams - particularly for consent form generation before scheduled procedure lists or discharge summary production at the end of a clinical session. Select all relevant Contact or Case records from a Salesforce list view and generate personalised documents for every patient in a single bulk action, each document populated with the individual patient details, clinical information, and practitioner details from their corresponding Salesforce records, saved back automatically, and ready for distribution.