Case Study: Canteen Australia Improves Intake and Case Management Workflows with FormAssembly

Canteen AU Builds a Reliable Data Collection Process for Young Adult Cancer Support

Canteen Australia, Australia’s leading youth cancer charity, needed a more digital way to manage intake and case management as it migrated from a legacy system to Salesforce. Its paper-heavy process made it hard to capture data efficiently and required staff to call for clarifying details, print forms, and mail documents.

With FormAssembly, Canteen Australia built web forms and Salesforce-connected workflows that use conditional questions, input validation, and automatic record creation. The integration has supported 20+ active forms, 1,000+ intake form responses since October 2021, and 3,000+ records created in Salesforce via connectors, while reducing manual data entry and helping clinicians focus more on client relationships.

Canteen Australia

Tracey Ho

Business Analyst