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Launch Your COVID-19 Vaccine Distribution Workflow

Lindsay McGuire
February 5, 2021
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Min Read

As the COVID-19 vaccines from Pfizer and Moderna become more widely available, many healthcare organizations are working to quickly create a vaccine distribution process. 

From hospitals and urgent care centers to pharmacies and clinics, many providers are facing tight deadlines and complicated challenges when trying to allocate limited quantities of available vaccines. 

Providers are relying on clunky, cumbersome processes to identify patients in distribution groups and sign them up for appointments. As older adults qualify for vaccine appointments, it’s more important than ever to ensure your vaccine application process is quick and easy-to-use. 

Even beyond the patient experience, there’s a lot to consider as you set up your vaccine workflows. Your distribution strategy must be HIPAA compliant, ensure patient data is secure, and allow for massive quantities of data to be collected in a short period of time.

If you're limited on time and resources, consider using Formstack’s Professional Services team to help your organization create a vaccine distribution process. Read on to learn more about this team and how they can assist you in quickly launching a vaccine workflow that provides patients an efficient and secure process to sign up for their COVID-19 vaccine.

Build a COVID-19 Vaccine Distribution Workflow with Formstack


What is Formstack’s Professional Services team? 


Formstack’s Professional Services (Pro Services) team is a department full of workflow-building  experts. Employees who make up our Pro Services team are highly trained on our Forms, Documents, and Sign products, as well as Formstack for Salesforce and our Workflows feature

This team can provide the assistance and tools needed to implement your ideas so you can focus on the work that matters most. They have built hundreds of solutions for our customers, from connecting pre-existing forms to our document generation tool to helping large healthcare organizations quickly launch COVID-19 testing sites. 

How does the Pro Services team work? 

The Pro Services team handles all sorts of projects, from creating custom form themes to launching multi-step workflows using Forms, Documents, and Sign. No project is too big (or small)for them to tackle. 

The Pro Services team works to take the pressure of your business so you can focus on your mission, goals, and business needs. This team can save you time, money, and frustration by taking on your most challenging workplace problems and spinning up a solution using Formstack’s flexible platform

To get started on a project, all you need to do is fill out this form, whether you’re a current customer or looking to quickly get a brand-new Formstack account off the ground. This form gives our team an idea of what products, workflows, and training you may need to be successful with the Formstack platform.  

Upon form submission, a member of the Pro Services team will reach out to book a discovery call to learn more about your project needs. You will then receive a Statement of Work (SOW) to review and sign. Once the document is signed, your project gets underway. 

The COVID-19 vaccine means big changes for healthcare interoperability. We can support your interoperable efforts by building processes, creating shared workflows between organizations, and simplifying patient data access.

How can Pro Services help create your COVID-19 vaccine distribution workflow? 

If you’re struggling with your current COVID-19 vaccine distribution process, or have yet to implement one, we’re here to help. 

Save time and get expert guidance on how to develop a secure, efficient, and fast COVID-19 vaccine distribution workflow by partnering with our Pro Services team today. Our team of experts will help you create a solution that fits the needs of your organization and patients. 

Our Pro Services team can handle everything from complex workflow and logic setup to advanced reporting. Whether you need assistance with advanced styling, HTML and CSS, widget creation, pre-populating fields, integrations, webhooks or APIs, our Pro Services team can help. 


Ready to get started? Learn more about our Pro Services team or take the first step in creating your COVID-19 vaccine distribution workflow by submitting this interest form.

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Lindsay McGuire
Lindsay is the Content Marketing Manager at Formstack, splitting her time between creating blog content, writing reports, and hosting Formstack's Practically Genius podcast. She's a proud graduate of the University of Missouri School of Journalism (MIZ!) and loves connecting with others on LinkedIn.
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