Generate Healthcare Documents Directly from Salesforce

Choose from pre-built templates and use 360 InstantDocs to auto-populate invoices, statements, expense reports, and more from your Salesforce records - in one click.

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Generate up to 100 documents for free.

Patient Consent Form

Document DOCX

Auto-generate Patient Consent Forms directly from Salesforce – patient name, date of birth, procedure details, treating physician, and more details populated automatically from your Salesforce…

Medical Referral Letter

Document DOCX

Auto-generate Medical Referral Letters directly from Salesforce – patient details, presenting condition, clinical history, and other details populated automatically from your Salesforce records.

Treatment Plan

Document DOCX

Auto-generate Treatment Plans directly from Salesforce – patient details, diagnosis, proposed treatment approach, medication schedule, and other information populated automatically from your Salesforce records.

Medical Certificate

Document DOCX

Auto-generate Medical Certificates directly from Salesforce – patient name, date of birth, treating practitioner details, medical condition, and more details populated automatically from your Salesforce…

Discharge Summary

Document DOCX

Auto-generate Discharge Summaries directly from Salesforce – patient admission details, diagnosis, procedures performed, and other details populated automatically from your Salesforce records.

Free trial – up to 100 documents
Salesforce-native – works with any object or field
PDF + Word document output
Trigger via button or Salesforce Flow

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