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            Enable Batch Processing for Lab Reports

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            Enable Batch Processing for Lab Reports

            Enable Batch Document AI for Health to help case intake specialists upload and extract data from multiple lab reports simultaneously. Streamline case intake and management by automating the creation of system records for high-volume data handling.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions of Health Cloud with the Agentforce for Health Cloud license
            User Permissions Needed
            To enable Batch Document AI for Health:

            Health Cloud Foundation permission set

            AND

            Disease Surveillance permission set

            AND

            Data Cloud Architect permission set

            AND

            Document AI permission set

            AND

            Context Service Admin user permission
            1. In Setup, find and select Batch Document AI for Health.
            2. Turn on Batch Document AI for Health.
            3. To pause the batch process after extraction so that users can review and adjust data mappings before the records are saved, turn on Review Before Save.
            4. In the Select Batch Docs Folder Location section, choose a folder where documents are uploaded for the document extraction request.
            5. Assign the user responsible for the document processing.
              The selected user must have the manage permission for the batch docs folder.
            6. Specify the start date and time for the first batch document processing run.
              The system automatically updates this timestamp after each run and processes only the new documents added after the specified time.
            7. In the Select Case Status section, select the case status.
              This status helps track the progress of the documents through the processing workflow.

            Next, schedule a batch job to process the documents at defined intervals.

             
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