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            Document AI for Health

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            Document AI for Health

            Leverage the Document AI for Health with generative AI capabilities to automatically extract data from PDFs, such as patient health details from lab reports or disease definitions from external health authorities, and map the data to Health Cloud objects. Enhance data accuracy and minimize errors by reducing manual data entry efforts. Ensure timely and consistent data capture, and scale operations efficiently as your document volumes grow.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Agentforce for Health Cloud add-on license.

            Before you set up Document AI for Health, complete these prerequisites.

            • Set Up Document AI for Health
              Enable users to automate data extraction from PDFs and map the data directly to Health Cloud objects. Follow the guided setup on the Public Health Settings page for a smooth and error-free implementation.
            • Batch Document AI for Lab Reports
              Automate the extraction of data from multiple lab reports to help case intake specialists to manage large volumes efficiently. Reduce manual entry, accelerate decision-making, and ensure quick access to essential case information.
            • Customize Context Definition for Document Extraction
              Your case intake specialists can adapt Document AI for Health for their specific requirements. Customize a standard context definition to inherit all core components, such as nodes, attributes, and mappings, and extend the context definition based on your requirements by adding custom components. Support unique use cases by making sure that no critical data is missed during PDF extraction, which strengthens overall disease data management.
            • Create Custom Extraction Templates
              Create extraction templates tailored to your organization's specific document types and business requirements. Define what information Document AI extracts by setting up context definitions with nodes (objects) and attributes (fields) for your unique document structure. Capture data from sources such as physician summaries or referral documents, including demographic information, care instructions, identified risks, or medication details. Define mappings to ensure Document AI maps the extracted information accurately to the Health Cloud data model.
            • Use Document AI for Health
              Leverage the generative AI capabilities of Document AI for Health to automatically extract data from PDFs, such as lab reports and disease definitions, and convert it into structured Health Cloud records. Focus on critical tasks by reducing manual data entry efforts, and ensure consistent case intake and disease data management, facilitating faster follow-up and investigation.
             
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