Salesforce Document Generation
for Healthcare — HIPAA Native. Zero Exposure.

Dochly is the only 100% native Salesforce document generation app built for healthcare — generate HIPAA-compliant patient consent forms, care plans and treatment documents entirely inside Salesforce. Your patient data never touches an external server. Ever.

100% HIPAA compliant — always

0% Patient data leaves Salesforce

1 click To generate any patient document

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Available on Salesforce AppExchange

Salesforce document generation for healthcare — HIPAA compliant patient documents inside Salesforce

Patient_Consent_Form.pdf — Signed

HIPAA compliant • Zero data exposure

HIPAA Compliant by Design Zero Patient Data Exposure Salesforce Health Cloud Ready Setup in 5 Minutes

Available on Salesforce AppExchange

100%

HIPAA Compliant — Always

Patient Data Leaves Salesforce

1 click

To Generate Any Patient Document

5min

From Install to First Document

Why Healthcare Cannot Risk Third-Party Document Tools

$10.9M

Average cost of a healthcare data breach in 2023 — the highest of any industry for 13 consecutive years, driven by third-party tool vulnerabilities

Source: IBM Cost of a Data Breach Report 2023

88%

Of healthcare data breaches involve PHI exposed via third-party applications that access and process patient data on external servers

Source: HHS HIPAA Breach Report 2023

$1.9M

Average HIPAA fine issued in 2023 for improper patient data handling via non-compliant third-party software tools and document platforms

Source: HHS HIPAA Enforcement Actions 2023

The Challenge

Third-Party Document Tools Put Patient Data at Serious HIPAA Risk

Healthcare organizations using third-party document tools send sensitive patient data — PHI, consent records, treatment details — to external servers every time they generate a document. According to IBM's 2023 Data Breach Report, the average healthcare breach costs $10.9M — the highest of any industry. Your document workflow should not be that risk.

Patient PHI sent to external servers

HIPAA compliance risk from third-party tools

Manual consent forms causing care delays

No audit trail on externally processed documents

The Dochly Solution

100% Native Salesforce — Patient Data Never Leaves Your Org

Dochly generates every healthcare document 100% inside Salesforce — consent forms, care plans and compliance documents. Patient PHI never leaves your org. No external servers. HIPAA compliant by design, not by policy.

All documents generated inside Salesforce

Zero patient PHI exposure — ever

HIPAA compliant by design

Complete audit trails in Salesforce

Care Coordination

Generate Patient Consent Forms in Seconds — HIPAA Compliant Inside Salesforce

The last thing patients need are complications with their paperwork. Dochly generates fully personalised consent forms, care plans and treatment documents directly from Salesforce patient records in one click — the right HIPAA language inserted automatically, signed and stored in Salesforce. Better documents, better care.

Consent forms in one click from patient recordsPatient name, care details and HIPAA language auto-populated

HIPAA language inserted automaticallyRight compliance clauses per patient type — no manual editing

Signed and stored to patient Salesforce recordComplete audit trail — always audit ready

See how it works

Healthcare care coordinator generating patient consent forms from Salesforce in one click

HIPAA Compliant

Zero patient data exposure

Claims Processing

Optimise Insurance Claims Processing — Generate Accurate Documents from Salesforce

Processing health insurance claims is tedious and error-prone when done manually. Dochly generates pre-built, compliance-ready claims documents from Salesforce data automatically — ensuring accuracy, reducing back-and-forth with insurance companies and cutting processing time significantly.

Claims documents auto-populated from SalesforcePatient details, treatment codes and insurer data always accurate

Zero manual data entry or copy-paste errorsAccurate claims first time — fewer rejections and resubmissions

Patient data stays inside SalesforceZero PHI sent to external servers during claims generation

Explore template editor

Healthcare team processing insurance claims documents generated from Salesforce

Claims Accuracy — 100%

No errors • No resubmissions

Native E-Signature

Collect Patient Signatures Natively Inside Salesforce — No Third-Party Tools

Waiting for patient signatures on consent forms delays care and creates friction. Dochly's native Salesforce e-signature lets patients sign consent forms, treatment agreements and healthcare documents from any device — legally binding, all inside Salesforce, no third-party signing tools, no patient data exposure.

Legally binding patient signaturesCompliant in 180+ countries — no third-party tools needed

Patients sign from any deviceDesktop, mobile or tablet — no patient login needed

Signed docs stored to Salesforce patient recordFull audit trail stored automatically — always HIPAA compliant

Explore native e-signature

Patient signing consent form on tablet using Salesforce native e-signature — HIPAA compliant

Signed & Stored in Salesforce

Zero PHI exposure • Full audit trail

Staff & Operations

Manage Healthcare Staff Documents Natively Inside Salesforce

Smooth document workflows promote great team coordination and operational speed. Dochly generates employment contracts, credential verification forms, staff onboarding documents and compliance records from Salesforce — your team spends less time on admin and more time delivering excellent care.

Employment contracts generated from SalesforceStaff details, credentials and compliance terms auto-populated

Batch onboarding documents for entire cohortsNew hire documentation done in minutes not days

Staff data never leaves SalesforceZero HR data exposure — same HIPAA-grade security

Explore batch processing

Healthcare HR team managing staff onboarding and employment documents generated from Salesforce

Staff Onboarded Faster

Zero data exposure • All in Salesforce

Generate Any Healthcare Document
Natively Inside Salesforce

Every document your healthcare organization needs — generated, signed and stored 100% inside Salesforce with zero patient data leaving your org.

Patient Consent Forms

Care Plans & Treatment Docs

Discharge Summaries

Insurance Claims Documents

HIPAA Compliance Notices

Prescription Sign-Off Forms

Post-Visit Assessments

Provider Network Agreements

Authorization Forms

Complex Medical Forms

Regulatory Compliance Forms

Field Representative Case Logs

Staff Employment Contracts

New Hire Onboarding Docs

Regulatory Submissions

Patient Reports & Summaries

Start Generating Healthcare Documents Free

Dochly Products Used by
Healthcare Teams

Every product works natively inside Salesforce — keeping all patient data inside your org at every step.

Document Generation

Generate any healthcare document from Salesforce patient records — consent forms, care plans and more in one click.

Learn more

Conditional Logic

Auto-insert HIPAA clauses, consent language and compliance terms based on patient Salesforce data.

Learn more

Native E-Signature

Collect legally binding patient signatures natively in Salesforce — no third-party tools, no PHI exposure.

Learn more

Batch Processing

Generate documents for entire patient cohorts simultaneously from Salesforce — all HIPAA compliant.

Learn more

Template Editor

Build HIPAA-compliant healthcare document templates with merge fields — no coding, no developer needed.

Learn more

All Industries

Explore Dochly for financial services, manufacturing, government and more industries.

View all

What Healthcare Teams Say About
Dochly's Salesforce Document Generation

See what healthcare organizations say about generating HIPAA-compliant documents natively inside Salesforce.

★★★★★

We were using a third-party document tool that sent patient data to external servers. Our compliance team flagged it immediately as a HIPAA risk. We switched to Dochly and now everything stays inside Salesforce. Our compliance officer finally stopped worrying about document generation.

Sarah Morrison

Healthcare Operations Director · MedCare Group

Verified User

★★★★★

Patient consent forms used to take 20 minutes to prepare manually. With Dochly we generate them from Salesforce in one click, the right HIPAA language goes in automatically and the patient signs on their phone. The entire process is under 2 minutes now. Incredible time saving for our clinical teams.

James Roberts

Clinical Operations Manager · HealthFirst

Verified User

★★★★★

We generate care plans for 500+ patients every month. Dochly's batch processing does it all in one run from a Salesforce report. Every care plan is personalised, HIPAA compliant and stored to the patient record automatically. It's saved our team 2 full days a month.

Lisa Park

Care Coordination Lead · RegionalHealth

Verified User

★★★★★

The conditional logic for HIPAA clause insertion is exactly what we needed. Different patient types need different consent language — Dochly inserts the right clauses automatically based on Salesforce fields. Zero manual compliance checking needed. Our last HIPAA audit had zero documentation findings.

David Kim

Compliance Officer · LifeSciences Corp

Verified User

Salesforce Document Generation for
Healthcare — FAQ

Everything healthcare organizations need to know about generating HIPAA-compliant documents natively inside Salesforce with Dochly.

Is Dochly HIPAA compliant for Salesforce document generation?

Yes. Dochly is 100% native to Salesforce — all document generation happens entirely within your Salesforce org. Patient data never leaves your org and never touches an external server, which means Dochly inherits Salesforce's full HIPAA compliance and security model automatically. This makes Dochly fundamentally safer than any third-party document generation tool that processes your PHI on external servers.

Does patient data leave Salesforce when generating documents with Dochly?

No. Patient data never leaves Salesforce when using Dochly. Because Dochly is built 100% natively inside Salesforce, every document — consent forms, care plans, discharge summaries, compliance reports — is generated, signed and stored inside your Salesforce org. No patient PHI is ever sent to an external server. This is fundamentally different from third-party document tools that copy your Salesforce patient data to external systems.

Can Dochly automatically insert HIPAA compliance language into healthcare documents?

Yes. Dochly's conditional document logic lets you build HIPAA compliance clauses, consent language and regulatory notices directly into your Salesforce healthcare templates. The right compliance content is inserted automatically based on patient type, care setting or any Salesforce field — no manual compliance editing ever required.

Can healthcare teams collect patient e-signatures natively in Salesforce?

Yes. Dochly's native Salesforce e-signature lets healthcare teams collect legally binding patient signatures on consent forms and treatment documents — all inside Salesforce. Patients sign from any device via email link with no login needed. Signed documents are automatically stored to the patient's Salesforce record with a complete audit trail. No third-party signing tools required.

Can Dochly generate documents for large patient cohorts at once?

Yes. Dochly's batch document generation lets healthcare teams generate documents for hundreds or thousands of patients simultaneously from any Salesforce list view or report. Every document is personalised per patient record, HIPAA compliant and automatically stored to the right Salesforce record — perfect for care plan updates, patient communications and compliance document runs.

Is Dochly available for Salesforce Health Cloud?

Yes. Dochly is 100% native to Salesforce and works with Salesforce Health Cloud, Salesforce Government Cloud and all standard Salesforce editions. Because Dochly installs directly from Salesforce AppExchange into your org, it works with any Salesforce object — including all Health Cloud patient, care and provider objects. No additional configuration required.

Is Dochly available on Salesforce AppExchange for healthcare organizations?

Yes. Dochly is available on Salesforce AppExchange and installs directly into your Salesforce org in minutes. Healthcare organizations can install Dochly and generate their first HIPAA-compliant patient document the same day — free trial included, no credit card required.

Does Dochly offer Salesforce consulting for healthcare implementation?

Yes. In addition to the Dochly app, we provide Salesforce admin, consulting and development services to help healthcare organizations implement and optimize their document generation workflows — from HIPAA-compliant consent form templates to batch care plan generation and patient communication automation. Contact us to learn more.

Still have questions about Salesforce document generation for healthcare?

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Generate HIPAA-Compliant Healthcare Documents
100% Inside Salesforce.

Dochly generates, signs and stores every healthcare document inside Salesforce — patient PHI never leaves your org, HIPAA compliant by design, complete audit trails included.

Start Free Trial Watch Demo

Install from Salesforce AppExchange

No credit card required Setup in 5 minutes 100% HIPAA compliant Cancel anytime

Salesforce Document Generation for Healthcare — HIPAA Native. Zero Exposure.

Third-Party Document Tools Put Patient Data at Serious HIPAA Risk

100% Native Salesforce — Patient Data Never Leaves Your Org

Generate Patient Consent Forms in Seconds — HIPAA Compliant Inside Salesforce

Optimise Insurance Claims Processing — Generate Accurate Documents from Salesforce

Collect Patient Signatures Natively Inside Salesforce — No Third-Party Tools

Manage Healthcare Staff Documents Natively Inside Salesforce

Generate Any Healthcare DocumentNatively Inside Salesforce

Dochly Products Used byHealthcare Teams

What Healthcare Teams Say AboutDochly's Salesforce Document Generation

Salesforce Document Generation forHealthcare — FAQ

Generate HIPAA-Compliant Healthcare Documents100% Inside Salesforce.

Salesforce Document Generation
for Healthcare — HIPAA Native. Zero Exposure.

Generate Any Healthcare Document
Natively Inside Salesforce

Dochly Products Used by
Healthcare Teams

What Healthcare Teams Say About
Dochly's Salesforce Document Generation

Salesforce Document Generation for
Healthcare — FAQ

Generate HIPAA-Compliant Healthcare Documents
100% Inside Salesforce.